Author: Dian Taylor
New Sales Reports in Dynamics 365 Sales
There are a couple of new reports available in Dynamics 365 Sales which I wanted to share with you. The first report has several KPI’s and charts related to sequences in the Sales Accelerator. This report is part of 2021 Release Wave 1 and is currently in preview. It’s scheduled to be generally available later this month. The second report that is available is called ‘Sales usage reports’ which justRead More
Duplicate Detection for Leads (preview)
I was working in one of my environments when I noticed a new item on the sitemap in the Dynamics 365 Sales Hub app. The sitemap item is called ‘Duplicate Detection(preview)’ which is a little confusing since we already have duplicate detection in Dynamics 365. More reason for me to explain what this feature is. This is not replacing the current duplicate detection settings and rules in the application, andRead More
Modern Advanced Find in D365
As most of you are probably aware of by now, as part of 2022 Release Wave 1 Microsoft is replacing the legacy advanced find feature with a brand new upgraded version. This is very big news, since we’ve had the legacy advance find for a long time and it’s never really been upgraded! One of the questions that I heard from the community kept coming up as people heard aboutRead More
2022 Release Wave 1 | Part 3: D365 Customer & Field Service
This is my third article on what’s new in 2022 Release Wave 1. In this article I discussing some of the most important features that are mentioned in the release notes for Dynamics 365 Customer Service and Field Service and what they mean for end-users and administrators. I was able to install the early access features on 1/31 in my sandbox so I could test some of these new featuresRead More
2022 Release Wave 1 | Part 2: D365 Sales
It’s that time of the year again where we all get to feel like kids at Christmas as Microsoft has just published the release notes for 2022 Wave 1. In this article I am going to discuss some of the most important features that are mentioned in the release notes for Dynamics 365 Sales and what they mean for end-users and administrators of the Dynamics 365 Sales application. I installedRead More
2022 Release Wave 1 | Part 1: Generic Updates
It’s that time of the year again where we all get to feel like kids at Christmas as Microsoft has just published the release notes for 2022 Wave 1! In this article I am going to discuss some of the features that are mentioned in the release notes for Power Apps and what they mean for end-users and administrators of Dynamics 365. I installed the early access features on 1/31Read More
Digital Selling Capabilities in Dynamics 365 Sales Enterprise
A few days ago I noticed a new item on the sitemap in Dynamics 365 Sales when I navigate to the App Settings area in Dynamics 365 Sales Hub. The sitemap item is called ‘Digital Selling’ and takes you to a setup page where you can configure several items related to digital selling. After doing some digging and after reading the 2022 release notes for Dynamics 365 I learned everythingRead More
Resurfacing the Jump Bar in Dynamics 365
There are a lot of new features and functionality that come with each new release of Dynamics 365, but sometimes Microsoft doesn’t just add new features, sometimes they remove functionality that has been part of the application for a long (or not so long) time. They might feel that folks don’t use any of those things anymore, or they might attempt to ‘clean up’ the application or give users moreRead More
Resource not showing in scheduling assistant while available?!
Last week I had an issue in my Dynamics 365 Field Service environment. The problem I was having was that my resource record didn’t show as an option to schedule onsite work to, while using the schedule assistant in the schedule board. I thought this was very strange, since there were no bookings or other appointments scheduled for this resource. In fact, their schedule was completely clear! After a lotRead More
Microsoft Teams embedded chat | Part 2
In late October of 2021 I wrote an article about one of my favorite new features in Dynamics 365. Yes, you guessed it, I am talking about the Microsoft Teams integration with Dynamics 365. In particular, I am referring to the embedded chat within Dynamics 365. This functionality allows users to access Microsoft Teams chats directly from within Dynamics 365 and even allows users to link chats to Dynamics 365Read More
