In Dynamics 365, it very common that a larger number of records need to be approved or a similar action need to be done. In these scenarios going to each record and performing the necessary action will not be a better option. To tackle these situations, custom buttons can be used. After selecting the records…
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…
The model-driven app and Microsoft Dynamics 365 do have inbuilt customizations up to a great extent. But for more specific customizations JavaScript is a much better tool. Here is an example of form level notifications applied to a form. The notification options available at form-level are: Error, Warning and Information. These notification options have different…
Automatic Record Creation rules and SLAs are required to be migrated from Webclient to UCI client by Oct 2021. There is a ARC & SLA migration tool in the Customer Service Hub and the same can be used for the migration. Internally these processes were running on traditional workflows and this is the strategic move…
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 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.…
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…
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…
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…
Found this blog useful in setting up (or to begin with) Devops in your Dynamics 365 environment. https://community.dynamics.com/crm/b/crminthefield/posts/introduction-to-devops-for-dynamics-365-customer-engagement-using-yaml-based-azure-pipelines
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…
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…
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!…
Omnichannel for Customer Service is a paid add-on to Dynamics 365 Customer Service apps that use the Unified Interface. It is available only when you purchase a subscription of Chat for Dynamics 365. A quick look at the Omni channel hub features - as on Sep 2019: Live chat feature is really stable and easy…
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
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…
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