Author: Dian Taylor
Set Opportunity probability with Business Rules
As you might have noticed the opportunity entity has an out of the box field related to it that’s called ‘Probability’. This represents the opportunity’s probability of getting closed as a won deal. When you drag the field on the opportunity form there is no automatic calculation or anything for the values of this field. Users will have to manually enter a value in the probability field. In this articleRead More
D365 Field Service Work Order Entitlements – 2
Last week I wrote part one of Dynamics 365 Field Service work order entitlements where I talked about how you can use entitlements in conjunction with Dynamics 365 Field Service. In this article I explained how to set up a very simple entitlement for a customer. I discussed the options available when configuring these simple entitlements. You can read the article here. In this article I’ll be doing a bitRead More
D365 Field Service Work Order Entitlements – 1
Entitlements have been a part of Dynamics 365 for quite some time, but we were only able to configure them for cases. This has changed recently!! We can now use entitlements in conjunction with Field Service Work Orders. Work order entitlements allows organizations to automatically apply discounts to work orders and their related products and services by associating a pre-configured price list or just typing in the discount percentage. IRead More
D365 Field Service: Quick book not working
This past week I was was asked to demo a specific way of scheduling a work order using Dynamics 365 Field Service. For anyone who is not familiar with quick booking or quick scheduling in field service, this is a way of assigning a resource to a booking directly from within the context of a work order, without having to pull up the schedule board. I wrote an article aboutRead More
Create case from a tweet with negative sentiment
This past weekend I have been playing around a little more with Power Automate. I was off on Friday for Independence Day, since the 4th of July was on a Saturday most organizations gave their employees the previous Friday off to observe the holiday and what better to do on your day off than playing around with some of the tools of the Power Platform toolbox! I was thinking aboutRead More
Custom Process Views in Dynamics 365
For the past 4+years I have been working as a presales engineer which means that I am strictly on the sales side of things, and I am not working on any customer implementations anymore. Before I joined my current employer, I was involved in customer implementations of Dynamics 365 or Dynamics CRM as it was called then and last night I came across of some notebooks from my implementation days.Read More
D365 Field Service Inspections – Updates – June 2020
If you weren’t aware, Microsoft released their own version of inspections for field service (for public preview) in April. I wrote an article about it which you can find here. Since inspections came out the team at Microsoft has been busy! More functionality has been added to inspections in the Dynamics 365 Field Service app and I am very excited to discuss some of the new things that were added.Read More
Track Opportunity Sales Stage History
I was building out an environment for a sales demo last week where one of the requirements was that the prospect wanted to only track sales stages for opportunities. They also wanted to be able to track the amount of time an opportunity had been sitting in any particular sales stage. I’ve heard this request before so I had my solution ready, which I will discuss in this article. ThisRead More
Dynamics 365 & LinkedIn Sales Navigator: New Features Q1-2020
I wrote two other articles about Linkedin Sales Navigator and the Dynamics 365 integration, which can be found here (1) and here (2). Several new features were added to LinkedIn Sales Navigator between May 18 – June 15, 2020 which prompted me to write another article. These changes affect both the team edition and enterprise edition licenses. In this article I am going to focus on most of the theRead More
Field Service Dynamics 365 Mobile App
On May first this year Microsoft came out with their new Field Service Dynamics 365 mobile app, which is an app that is built on the power platform. The app itself is a model-driven app which is configurable and customizable just like any other Dynamics 365 App. Currently the new mobile app is only available on iOs (Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch) andRead More
