JavaScript is an important tool used in Microsoft Platforms to interact with entity forms and is executed for events that occur on the form. JavaScript form customizations is one of the best options needed to control business processes. One of the benefits of JavaScript Form programming is that they are immediate and doesn’t need data…
Mcrosoft has announced the new and planned features in Dynamics 365 2021 release wave 1. There are lot of new features announced across all Dynamics 365 streams. let;s have a look at the new features in Dynamics 365 Sales: Collaboration with Microsoft Teams - Enhance the sales collaboration experience within Dynamics 365 Sales through integration…
Microsoft is launching all new Dynamics 365 Sales mobile app and is in public preview (as on 10th Jan 2021) for testing out. Key Features: The mobile app is optimized for the field seller's most common on-the-go tasks. This means information in Dynamics 365 Sales is always current and field sellers can get things done…
Playbook template allows managers to define set of activities [ limited to Tasks, Phone Calls and Appointment currently] which should be initiated on a specific event [manually as well as automatically]. In the previous post (https://dynatecon.com/2020/08/12/how-play-book-can-be-used-to-stream-line-the-sales-activities-in-dynamics-365/), we talked about how to set up the Playbook functionality and launch the playbook manually. Playbook can also be launched automatically based…
To ensure consistency in your business process or to know what steps to follow in certain scenarios or events, rely on the playbooks prepared by your managers that guide you with the actions you can take. Playbooks can also contain best practices based on practices that have worked in similar situations before. Playbook template allows…
Dynamics 365 Sales has few AI features bundled as part of the Sales application (without additional license cost) and one of the interesting feature is 'Delaying of an email or scheduling an email to actually send at a later point of time' so that email will be delivered to the recipient on preferred date and…
Dynamics 365 App can be accessed within Microsoft Teams for enabling better collaboration among the business users. Considering the recent changes in the way businesses work, this feature would really help a lot! How should we enable this? 1. First we need to enable the integration between Dynamics 365 and Teams within Dynamics 365 instance…
Update: Gamification admin experience now available in Unified Interface as part of 2020 Release Wave 2 Whenever companies implements a brand new CRM system, one of the key concerns is the User Adoption. And without users capturing the data within the new system in terms of capturing the leads, phone calls made, notes, opportunities in…
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