Category: Configuration
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
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
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
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
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
