Category: Configuration
Enhanced experience using email templates
In my last article I wrote about the new experience for creating email templates, and this week I am going to cover the enhanced experience end-users will have when adding an email template to an email message in Dynamics 365. This feature is also part of 2022 Release Wave 1 and has been generally available since April 1st of this year. It’s interesting to note that this feature is showingRead More
Enhanced Email Template Editor(preview)
In this article I am discussing the enhanced email template editor which is part of 2022 Release Wave 1. This functionality has been in preview since May 1st and per the Microsoft docs site this will be rolled out as GA in July of 2022. (You can access the Microsoft Doc site and read about the preview and GA dates here.) As the title of the article already explains, thisRead More
Add calculated columns to D365 Excel Templates
Most of you are probably familiar with the ability Dynamics 365 has for users to create Microsoft Excel templates in Dynamics 365. Excel templates in Dynamics 365 allows users to create pivot tables, pivot charts, etc so that Dynamics 365 data is pushed into the excel template, automatically populating the configured pivot tables and charts with just one click of a button. I feel these excel templates have a lotRead More
Configure custom status on SLA Timer
This article is about another feature that is part of Dynamics 365 2022 Release Wave 1. Let me first explain what this feature is about, because when you read the information on Microsoft’s doc site related to this feature, it might be a little bit confusing. A while ago I wrote this article on the new SLA timer control where I explained how you can add this new control toRead More
Access Dynamics 365 data in Teams meetings (Preview)
Microsoft is investing more and more in the integration between Microsoft Teams and Dynamics 365 which I believe sets Dynamics 365 even further apart from the competition. I’m sure you are familiar with some of the features we have access to today, like the ability to view Dynamics 365 data from within Microsoft Teams or the ability to access a Teams chat from within Dynamics 365, but there are aRead More
D365 Customer Service: Swarming using Teams(preview)
Anyone who attended Microsoft’s Business Application Launch event has seen the new swarming functionality in Dynamics 365 Customer Service. This feature is currently in preview, but you can start testing it in your sandbox environments very soon! This feature takes advantage of the Microsoft Teams integration with Dynamics 365 Customer Service. So first… let’s discuss what this feature does! Swarming, or case swarming is a streamlined approach, allowing users toRead More
Customer Service Admin Center App: Quick Setups
I wrote a high level overview on this app in early March as part of my series on 2022 Release Wave 1, at which time this app was still in preview. If you haven’t heard about this app, this is a new app that is part of this release, which consolidates the administrative experience from different apps into one. This will make it a lot easier to configure Dynamics 365Read More
Power Automate: Copy and paste image field in D365
In this article I am going to discuss how you can copy the data inside an image field from one record to the image field of another record. This could come in handy in different ways but what I am trying to accomplish here is to show related ‘hobby’ data on a contact record in Dynamics 365. In the example I am using for this article, I want to showRead More
Customizing the side pane in the Deal Manager Workspace
The Deal Manager Workspace is a feature that was introduced to us in 2021 Wave 1, and is currently in public preview. The Deal Manager Workspace is a work space that sales users can access from within the Sales Hub app in Dynamics 365 Sales. If you want to learn more about the Deal Manager Workspace then take a look at this article that I wrote on the topic. ThereRead More
Duplicate Detection for Leads (preview)
I was working in one of my environments when I noticed a new item on the sitemap in the Dynamics 365 Sales Hub app. The sitemap item is called ‘Duplicate Detection(preview)’ which is a little confusing since we already have duplicate detection in Dynamics 365. More reason for me to explain what this feature is. This is not replacing the current duplicate detection settings and rules in the application, andRead More
