Author: Dian Taylor
Using Real-Time Workflows as Security
ProblemA while back I had a customer who wanted to prevent certain users to re-open a won opportunity in Dynamics 365. They asked if there was a security setting in security roles that could do that, but as we all know this type of granular security is not available in security roles. We can give people different types access of to records, like update, write and viewing, but this isRead More
Auto Number Fields
Dynamics 365 for Customer Engagement auto-creates unique ID’s for certain records types out of the box, for instance orders, cases, and invoices. But…Have you ever had the need to ‘auto number’ records of an entity in Dynamics 365 where the system doesn’t assign these numbers out of the box?I’ve had customers that wanted leads and opportunities to have unique id’s so that these records would be easier to find inRead More
Dynamics 365 – 2019 Release Wave 2 | Part 2
On August 2, 2019 the release wave 2 features for D365 CE for early access became available. I am super excited to discuss some of these new features in my next couple of articles. If you haven’t read part 1 of this article, you can do so here. Please note that updates will mostly affect the Unified Interface, the bulk of them will not affect the classic interface.In this articleRead More
Dynamics 365 – 2019 Release Wave 2 | Part 1
On August 2, 2019 the release wave 2 features for D365 CE for early access became available. I am super excited to discuss some of these new features in my next couple of articles. Please note that updates will mostly affect the Unified Interface, the bulk of them will not affect the classic interface.In this article I will be discussing the following topics: This release wave (just like any other)Read More
What I learned attending Dynamics 365 Saturday in Lawrenceburg, IN
Last Saturday I attended Dynamics 365 Saturday event in Lawrenceburg, IN. The event was packed with talented subject matter experts presenting on a ton of different topics from Finance and Operations to Customer Engagement, Business Central and Power Platform. I have such a passion for presenting and Dynamics 365 for Customer Engagement so this was a perfect combination! Besides being able to learn and share knowledge at these types ofRead More
Dynamics 365 Customer Service: Setup Mailbox for Automatic Case Creation
In this article I am going to explain how we can setup a mailbox in exchange and tie that to a support mailbox in Dynamics 365. When people send an email to this mailbox, a case will automatically be created by the system. We can then use a workflow to assign this new case to a queue or team as described in this previously published article. Please note for thisRead More
Dynamics 365 Customer Service: Automatic Case Assignment
In this article I am going to explain how we can use workflows to assign cases to a team in Dynamics 365 based on the issue type(category and subcategory). Once the case is assigned to a team, managers or customer service reps can then pick cases they want to work on by assigning cases to others or themselves. The team membership will determine which team Customer Service Reps can pickRead More
Email account isn’t configured with D365 error
Last week I had an issue with the Dynamics 365 for Outlook App. I had connected outlook to my sandbox environment and now I needed to remove that configuration and connect it to the production environment instead. Note, I had done this many times before in this tenant.After configuring the mailboxes in both instances, I opened Outlook and clicked the Dynamics 365 button to test the integration. An error messageRead More
D365 Saturday in Southern IN-OH-KY
Join us on the river at the casino to learn all about Dynamics 365. We will have four tracks at this exciting free day of learning. Tracks will include Finance and Operations, Customer Engagement, Business Central, and the Power Platform. I will be presenting three different sessions in the Customer Engagement track. There is a block of rooms available at the hotel if you want to stay the night atRead More
D365 App for Outlook shows Dashboard vs Contact/Lead Pane
One of my coworkers reached out to me last week to see if I knew why a dashboard was shown when she clicked on the D365 button in Outlook from within an email. It was very strange, normally if the email address of the sender or other recipients on the email exist in D365 you’ll see a lead or contact pane with relevant information pop up, and if there isRead More
