‘Tell me and I forget. Teach me and I remember. Involve me and I learn.’ –Benjamin Franklin.
D365 Saturday in Southern IN-OH-KY
Join us on the river at the casino to learn all about Dynamics 365. We will have four tracks at this exciting free day of learning. Tracks will include Finance and Operations, Customer Engagement, Business Central, and the Power Platform. I will be presenting three different sessions in the Customer Engagement track. There is a block of rooms available at the hotel if you want to stay the night atRead More
D365 App for Outlook shows Dashboard vs Contact/Lead Pane
One of my coworkers reached out to me last week to see if I knew why a dashboard was shown when she clicked on the D365 button in Outlook from within an email. It was very strange, normally if the email address of the sender or other recipients on the email exist in D365 you’ll see a lead or contact pane with relevant information pop up, and if there isRead More
D365 CE Unified Interface Presentation
Hi everyone! I did a presentation for the CRM User Group in Cincinnati on the Unified Interface in D365 on April 25, 2019, click here if you want to view the recording! Share this!
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
