Microsoft Lists + Teams + Power Automate+Dynamics 365 : How would it be beneficial for SMBs?

Microsoft Lists is an evolved version of SharePoint List which offers improved features and also a stand alone mobile app. Looking at this, we believe this is going to add huge benefits for organizations to organize and manage their processes within Microsoft List from Microsoft Teams or from it's own mobile app for Mobile users.…

Business Rule is not getting triggered on form even after activating it: Resolved

Recently our team faced an issue where the business rule was not getting triggered on 'Quick Create' form even after validating it successfully and activating it on all forms on 'Opportunity'. Problem statement: Business rule was setup for showing/hiding certain fields on the opportunity form based on a field value. Business rule was set to…

Compose email in a full-screen window in Dynamics 365 CE

When handling the marketing emails with images and formatted texts, its better to make use of the feature to edit email in full-screen window. Sharing this simple yet much useful feature for those who are not aware of it already. To access this mode, click on the expand icon in the email form. Clicking on…

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

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…

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

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…

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

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…

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

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…

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

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…

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

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…

Keyboard Shortcuts in Dynamics 365

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!…

Transform Customer Engagement in Retail – Dynamics & Adobe – Free Webinar

https://play.vidyard.com/F3F8vry77vKHyafyeCMYUc?v=3.1.1&type=inline&referring_url=https%253A%252F%252Finfo.microsoft.com%252Fww-landing-Transform-Customer-Engagement-in-Retail-Video.html%253FLCID%253DEN-US%2526wt.mc_id%253DAID723277_QSG_SCL_304181%2526utm_source%253DDirect& Watch this Dynamics 365 webinar to learn how Microsoft and Adobe deliver advanced customer service solutions for retailers. Link to the ondemand webinar: https://info.microsoft.com/ww-thankyou-Transform-Customer-Engagement-in-Retail-Video.html?LCID=EN-US  

How to access Organization Insights in Dynamics 365 (Online) – through Power Admin

With the recent update in Dynamics 365 Online, Microsoft has removed the ‘Organization Insights Preview’ feature from CRM and moved it to the new ‘Power Platform’ – which can be accessed through url. Benefits are: No need of installing any additional solutions [ how it was accessible earlier] No need of additional configuration changes to…

How to clone CRM On Premise server setup – Dynamics CRM On Premise

Sometimes it’s easy to clone the servers and update the server configurations than setting up a new server from scratch. This is indeed helpful when you need to setup a similar server with same configuration for testing purposes. We recently did a CRM On Premise server(s) clone to setup a new test environment for performance…