Category: Configuration
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
Reassign leads on zip codes
Last week I received a very interesting requirement during one of my discovery calls, which I’m sure many of you have heard before or maybe even wanted to implement yourself! The sales manager wanted to assign leads based on the zip code of the lead. They explained to me that each zip code would be assigned to one rep and that sales reps have multiple zip codes assigned to them.Read More
Dynamics 365 – 2020 Release Wave 1 | Part 3
In my final article on the 2020 release wave 1 I’ll be discussing the new features for D365 Field Service and Sales Insights. You are probably aware that on January 27 of 2020 the release notes came out for the 2020 release wave 1 for Dynamics 365 and the Power Platform and on February 3rd 2020 we were able to enable these features for early access. If you haven’t readRead More
Dynamics 365 – 2020 Release Wave 1 | Part 2
On January 27 of 2020 the release notes came out for Dynamics 365 and the Power Platform and on February 3rd 2020 we were able to enable these features for early access. If you haven’t read the first part one of this article where I’m discussing the Dynamics 365 Sales updates, you can do so here. In today’s article I am going to discuss the Dynamics 365 Customer Service updates.Read More
Dynamics 365 – 2020 Release Wave 1 | Part 1
On January 27 of 2020 the release notes came out for Dynamics 365 and the Power Platform and on February 3rd 2020 we were able to enable these features for early access. In the next few weeks am going to write a few articles where I’ll do an overview on the updates and new features included in this release wave. In today’s article I am going to discuss the updatesRead More
Custom Help Panes and Guided Tasks for Unified Interface Apps
Do any of you remember learning path that is available in the legacy interface in Dynamics 365? I didn’t really get to work with it, as I found it was a little clunky. For those who don’t know what this is, let me try to explain how it worked; when a user clicked on the help button in the user interface inside of Dynamics 365, a help pane opened upRead More
D365 CE: Adding icons to views
Last week I was asked if it was possible to show an icon in a view of records: they wanted me to show a male or female icon in the gender column of contacts for the prospect demo. Yes we can do this, but we do need to use a little java script for this. Keep in mind I am not a developer, so make sure you check with yourRead More
Dynamics 365 Sales: Generate PDF from Word Templates
This week I was getting ready for a presentation for the Dynamics 365 user group, and while I was making sure everything in my instance was working correctly for the demo, I noticed that some new functionality had been added to the system. Before this update we were only able to generate PDFs from the quote entity, but to my surprise I noticed we can now enable this functionality forRead More
Configure Field Service mobile colored views
Before I start working on configurations for a customer demonstration I usually do some discovery with the prospect so understand what is important to them and what are the pain points they want resolved. One of the things that comes up quite regularly is the ability for field technicians to be able to identify high priority work orders quicker. In this article I’m going to discuss how we can configureRead More
