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.
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
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!
