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How to launch playbook automatically on record creation in Dynamics 365?

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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…

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How Play book can be used to stream line the sales activities in Dynamics 365?

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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…

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How to enable Kanban board for Activities view in Dynamics 365

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Enabling Kanban board in views is a new feature in Dynamics 365 CE. Those who practice lean or agile methodologies in any industry would love to use this feature in Dynamics 365. Please note that this can be enabled only in Unified Configuration Interface and not in legacy forms. Steps to follow: Create a new…

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Sales Enterprise license vs Sales Professional license in Dynamics 365 CE. How to choose the right one?

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Licensing in Dynamics 365 CE is bit complicated as we have maaany options to choose from 🙂 . And often, there is a confusion around what’s in an Enterprise license and what’s in professional license. There is a difference of ~30$ per month between these two and its important to know whats missing in Sales…

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Dynamic 365 Connector in Power Automate is deprecated! Use Common Data Source (Current) connector instead

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Dynamics 365 Connector in Power Automate Flow (Deprecated) Effective May 5, 2020 the Dynamics 365 connector used for Power Automate (MS Flow), Logic Apps and Canvas Apps is officially deprecated. Its recommended that we do not create new connections using this connector. Common Data Service (Current Environment) connector should be the first choice instead of ‘Dynamics 365 Connector’. You…

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Accessing Dynamics 365 App inside Teams: Integration between Dynamics and Teams

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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…

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Keep your employees engaged and productive by using Gamification – Dynamics 365 Sales

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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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Create a new case when customer responds to a closed case after X days – OOB configuration

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Often there is a requirement in Case Management to create a new case when the case associated with the activity is resolved since X days. With the latest release of Dynamics 365 CE, this setting is available as an OOB configuration within Record creation rule. To enable this setting, navigate to Settings>Service Management>Automatic Record Creation…

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Set Default Value vs Set Field Value in Business Rule – Dynamics 365 CE

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Set default value Using business rules, we now have the option to set a default value. Setting a default value should be used when you want a field to appear with a set value on load of the record. Being able to set a default value is a standard feature for option sets. However, Business…

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Mandatory ‘Case Closure Code’ on the Case Resolution page – OOB way

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Effective Case Resolution plays a key role in better customer service. Nowadays, service companies want to ensure that when a customer creates a case, it gets resolved only when customer gets what he has requested or the problem is actually rectified. An easy way to ensure this, is by sharing a closure code with the…

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How to upgrade your Dynamics 365 instance to Release 2020 Wave 1 (April 2020 Release)?

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As you might have heard already, Dynamics 365 Release 2020 Wave 1 (April 2020) is officially available for early preview access. It means that before its available for General release, to explore the new features, we can make use of it in trial / test instances. How to upgrade your instance to Release 2020 Wave…

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How to create custom format auto number field without plugin in Dynamics 365 (OOB)?

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Many clients I have worked with have complained the awkward auto number format which Dynamics 365 CE offers – particularly the Case number which has the alpha numeric characters at the end which is not at all customer friendly. To overcome this, we often had to write custom auto number plugin which will then introduce…

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Keyboard Shortcuts in Dynamics 365

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Dynamics 365 users often ask for the shortcut keys which they can use for navigating around the Dynamics 365 forms. There is already a list available in the user guide from Microsoft. if you are not aware of this, this would be helpful and you can provide this information  next time you train your users!…

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Custom Auto numbering in Dynamics 365 and how to ensure accurate sequencing in the auto number generated

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Though Dynamics 365 has OOB feature to enable auto numbering for the system entities (like Case, Opportunity, Lead, Contract etc), most of the times custom auto numbering solution might be required considering the below scenarios:   Auto number generated by Dynamics 365 doesn’t meet the business expectation [ eg: having alpha numeric values in the…

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How to monitor application performance in Dynamics 365 Online

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If you use On-premise version of Dynamics 365, monitoring performance of the local server is quite easy as the internal IT team has complete access to the application and DB servers. When it comes to Dynamics 365 online, users will not have option to login to the server and monitor the performance.   However, Microsoft…

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Upgrading from Dynamics CRM 2016 On-Premise to Dynamics 365 Online

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As there are customers migrating from on prem to online version of Dynamics 365, its important to understand the various steps involved in migrating from Dynamics CRM 2016 On Prem to Dynamics 365 Online.   1.    Version compatibility Check Any solution exported from a newer version of Microsoft Dynamics 365 cannot be imported into an…

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