Category: Configuration
Dynamics 365 Sales: Product Forecasting – Part 2
Last week I wrote part 1 of my series on the product forecasting capabilities in Dynamics 365 Sales, and if you haven’t read that article yet, you can do that here. Since the article became a bit long I decided to split it up into two different parts. In part 1 I started talking about the configuration of a forecast, so I am picking up where I left off inRead More
Dynamics 365 Sales: Product Forecasting – Part 1
If your organization has implemented Dynamics 365 Sales, then you are probably familiar with the forecasting feature that is included in the product. Usually forecasts show data from an org chart or sales rep perspective, meaning you’ll see all the different dollar amounts by forecast bucket by the sales rep that owns the related opportunities in a forecast record. This is called an org chart forecast and is probably whatRead More
2022 Release Wave 2: Timeline Maker Enhancements
There are a few updates to the maker experience when it comes to configuring the timeline on a form as part of 2022 release wave 2. I think it’s important to not only understand some of the added capabilities here, but also to learn how to configure these timeline options, so I decided to write an article about this. I will not only explain the functionality and how the experienceRead More
Create custom notifications on email opens
You have probably all seen the notifications in Dynamics 365 when a customer or prospect opens an email message. This notification shows in the timeline on the bottom of an email message, but if you don’t check it, you won’t see it! Another place where these notifications can become visible is in the Dynamics 365 assistant…if you set up a notification for this when you created the email in DynamicsRead More
Customize Work List Cards in 2022 Wave 2!
The feature that I am going to discuss in this article is part of the early release features of the upcoming release wave! When I wrote my article on the release notes for 2022 Release Wave 2, I didn’t have access to any of the early release features, which is why I am writing this article now that I do have access. I installed the early release features for DynamicsRead More
Record ownership across business units (Preview)
This is a feature that has been in preview for quite some time now (for those of you who are interested, the preview was announced back in early November of 2021 under the heading of ‘Modernize Business Units’), but I realized I haven’t written an article about this, so I thought now would be a good time to explain what this feature entails. This feature has been requested for quiteRead More
D365 Field Service: Add child assets to an RMA
A few weeks ago I was talking to someone about Dynamics 365 Field Service and they asked me about a couple of requirements which were not standard functionality in Dynamics 365 Field Service. He wanted to know if it was possible to build logic around assets that are brought to a warehouse for repair. The scenario was that when a part is picked up from a customer to send toRead More
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
