Category: Configuration
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
