Author: Dian Taylor

Dian Taylor is a Microsoft Dynamics 365 (CRM) Presales Engineer - Director at RSM. She is a seasoned pre-sales consultant specializing in Microsoft Dynamics 365 (CRM) since 2011. In the past Dian has been involved in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors. D365-CE modules: Sales, Custer Service, Marketing, Field Service, Project Service Automation.
 

Posted by: | on July 8, 2019

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

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Posted by: | on July 8, 2019

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

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Posted by: | on May 3, 2019

D365 CE Unified Interface Presentation

Hi everyone! I did a presentation for the CRM User Group in Cincinnati on the Unified Interface in D365 on April 25, 2019, click here if you want to view the recording! Share this!

Posted in Unified Interface | Comments Off on D365 CE Unified Interface Presentation