Category: D365 Sales
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 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
D365 Sales Insights: Notes Analysis
Last week I was working on a demo and adding some sample data into Dynamics 365. To be exact, I wanted to show the ability of using posts in the timeline and users tagging other users with a question or a comment. I tagged one of the fake accounts I have in there (Theresa Testing) and asked if she could help me with an opportunity. After a second I noticedRead 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
D365 Sales: Forecast Configurations Preview
I logged into my Dynamics 365 Sales instance today and when I navigated to ‘Forecasts’ I noticed my previously configured forecasts were gone and there was a message showing in yellow stating ‘Warning: Forecast definitions have been removed an replace by Forecast configurations’. I’m not sure if you have been able to play around with forecasting yet in Dynamics 365 Sales, but if you haven’t, the forecasting feature helps predictRead More
Power Virtual Agent & Power Automate
This week I was playing around with Power Virtual Agent and Power Automate. I needed to demo a virtual agent that after asking some questions would create a lead record in Dynamics 365 using Power Automate (formally known as flow). I haven’t worked with Power Automate that much, but after some internet searches, I was able to get it to do what I wanted so I thought I would shareRead More
Dynamics Field Service, Project Service & Sales
If you have Field Service and/or Project Service installed in your Dynamics 365 instance you might be aware of the different forms that were added to the opportunity, quote, order, opportunity lines, quote lines and order lines entities. Not everyone is aware that the sales module in Dynamics 365 works really well with the Field Service and Project Service Automation modules so I am going to explain this functionality inRead 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
Creating a work order from an opportunity in Dynamics 365 for Customer Engagement (yes, with opportunity products!!!!)
Users were always able to convert an opportunity to one or multiple work orders, but if the opportunity had opportunity products associated, these items wouldn’t make their way over to the work order. The fact that opportunity products didn’t carry over to the work order didn’t make a lot of sense to me, so I am glad that Microsoft now includes this type of functionality. After all, there are severalRead More
