Author: Dian Taylor
Tracking Opportunity Approvals
Last week I had an interesting requirement for one of my prospects. They wanted to track approvals for opportunity records in Dynamics 365 Sales. You’re probably going to say ‘That’s easy enough, just use Power Automate and create a flow with approvals but it was a tiny bit more complicated than that, which made me think this configuration would make an interesting topic to write about. I learned a lotRead More
D365 Field Service: Inspections(Preview)
Microsoft has added another preview feature to Dynamics 365 Field Service which is now widely available for public preview. Inspection functionality has been available as an add-on from a third party (I.E Resco Inspections), but not as a core Dynamics 365 Field Service feature. Well, get ready because that is going to change. I am very excited about inspections because I work with a lot of prospects that have aRead More
D365 Field Service: New Schedule Board
Microsoft has redesigned the schedule board for field service. Partners and customers were able to sign up for a private preview of the new and improved schedule board a few months ago, but now the preview has gone public. Keep in mind that a preview is not yet ready for production, as it will have limited capabilities during this time. Other things to consider: during this preview the only languageRead More
SLA’s in the Unified Interface
Some people might not have noticed that SLA’s (service level agreements) didn’t just move from the legacy interface to the unified interface. There were also a few updates to SLA’s and the way we can configure them in Dynamics 365 Customer Service has slightly changed. Before I get into that, let me first explain what SLA’s are and how they are used. What are SLA’s? Service level agreements allow organizationsRead More
Sales Accelerator (Preview)
Today’s article is about Sales Accelerator, which is a preview feature that is starting to roll out this week in the US for Dynamics 365 Sales. This is another feature that will be part of Dynamics 365 Sales Insights. Please keep in mind that preview features are not complete yet, and they are not meant for production use. Microsoft makes preview features available so we can take a look andRead More
D365 Assistant for Teams (Preview)
Most of you have probably heard of the Sales Insights assistant in Dynamics 365 (aka Relationship Assistant) which is part of the free Sales Insights features in Dynamics 365 Sales. The assistant displays action cards through out Dynamics 365 with information about data in Dynamics 365 and Exchange. These action cards give the sales user several different types of insights, for example a reminder about an upcoming meeting or aRead More
Dynamics 365 & LinkedIn Sales Navigator | Part 2
Most of you probably have heard of the integration between Dynamics 365 Sales and LinkedIn Sales Navigator, but don’t exactly know how everything works. Last week I wrote about the technical side of things, how to set some of this stuff up, how to enable some of the features, synchronization, etc. (If you haven’t read that article yet, you can do that here.)In this article I am going to focusRead More
Dynamics 365 & LinkedIn Sales Navigator | Part 1
Most of you probably have heard of the integration between Dynamics 365 Sales and LinkedIn Sales Navigator, but don’t exactly know the details on how everything works, which is why I decided to write 2 articles on the topic. Keep in mind I am not going to cover all the features in Sales Navigator, I am only going to cover what’s available through this integration. Configuration There are two placesRead More
Premium Forecasting
I have written an article about forecasting before which you can read here. Some things have changed since then and there has been some added functionality. So I figured I would write another article discussing some of the enhancements that are now available in Premium Forecasting. Keep in mind that in order to take advantage of these features you need to have a Sales Insights license. The features that areRead More
Dynamics 365 – 2020 Release Wave 1 | Updates
I wrote a total of three articles on the 2020 Release wave 1, which can be found on my blog. There were a few things that didn’t work in my environment at the time I wrote the previous articles, which meant that I couldn’t really report on them. Some of these items have been fixed after working with Microsoft support so I wanted to write another article regarding those items.Read More
