Dynamics 365 & LinkedIn Sales Navigator | Part 2
Apr07

Dynamics 365 & LinkedIn Sales Navigator | Part 2

Most of you probably have heard of the integration between Dynamics 365 Sales and LinkedIn Sales Navigator, but don’t exactly know how everything works. Last week I wrote about the technical side of things, how to set some of this stuff up, how to enable some of the features, synchronization, etc. (If you haven’t read that article yet, you can do that here.)In this article I am going to focus… Continue Reading Dian...

Read More
Dynamics 365 & LinkedIn Sales Navigator | Part 1
Mar31

Dynamics 365 & LinkedIn Sales Navigator | Part 1

Most of you probably have heard of the integration between Dynamics 365 Sales and LinkedIn Sales Navigator, but don’t exactly know the details on how everything works, which is why I decided to write 2 articles on the topic. Keep in mind I am not going to cover all the features in Sales Navigator, I am only going to cover what’s available through this integration.ConfigurationThere are two… Continue Reading Dian...

Read More
Premium Forecasting
Mar24

Premium Forecasting

I have written an article about forecasting before which you can read here. Some things have changed since then and there has been some added functionality. So I figured I would write another article discussing some of the enhancements that are now available in Premium Forecasting. Keep in mind that in order to take advantage of these features you need to have a Sales Insights license. The… Continue Reading Dian Taylor’s...

Read More
Dynamics 365 – 2020 Release Wave 1 | Updates
Mar17

Dynamics 365 – 2020 Release Wave 1 | Updates

I wrote a total of three articles on the 2020 Release wave 1, which can be found on my blog. There were a few things that didn’t work in my environment at the time I wrote the previous articles, which meant that I couldn’t really report on them. Some of these items have been fixed after working with Microsoft support so I wanted to write another article regarding those items. The items that I… Continue Reading Dian...

Read More
Reassign leads on zip codes
Mar10

Reassign leads on zip codes

Last week I received a very interesting requirement during one of my discovery calls, which I’m sure many of you have heard before or maybe even wanted to implement yourself! The sales manager wanted to assign leads based on the zip code of the lead. They explained to me that each zip code would be assigned to one rep and that sales reps have multiple zip codes assigned to them. Each time a… Continue Reading Dian...

Read More
Power Virtual Agent Introduction
Mar03

Power Virtual Agent Introduction

In this post I am going to do a high level overview of Microsoft’s Power Virtual Agent application. As you probably already know, Power Virtual Agent is Microsoft’s version of a no-code to low-code chat bot. This great thing about this application is that it makes is really easy for anyone to create a chat bot without having to work with a developer. Lets take a look at the components of … Continue Reading Dian...

Read More
Dynamics 365 – 2020 Release Wave 1 | Part 3
Feb25

Dynamics 365 – 2020 Release Wave 1 | Part 3

In my final article on the 2020 release wave 1 I’ll be discussing the new features for D365 Field Service and Sales Insights. You are probably aware that on January 27 of 2020 the release notes came out for the 2020 release wave 1 for Dynamics 365 and the Power Platform and on February 3rd 2020 we were able to enable these features for early access. If you haven’t read the first part one of my… Continue Reading Dian...

Read More
Dynamics 365 – 2020 Release Wave 1 | Part 2
Feb18

Dynamics 365 – 2020 Release Wave 1 | Part 2

On January 27 of 2020 the release notes came out for Dynamics 365 and the Power Platform and on February 3rd 2020 we were able to enable these features for early access. If you haven’t read the first part one of this article where I’m discussing the Dynamics 365 Sales updates, you can do so here. In today’s article I am going to discuss the Dynamics 365 Customer Service updates. Please note… Continue Reading...

Read More
Dynamics 365 – 2020 Release Wave 1 | Part 1
Feb11

Dynamics 365 – 2020 Release Wave 1 | Part 1

On January 27 of 2020 the release notes came out for Dynamics 365 and the Power Platform and on February 3rd 2020 we were able to enable these features for early access. In the next few weeks am going to write a few articles where I’ll do an overview on the updates and new features included in this release wave. In today’s article I am going to discuss the updates for Dynamics 365 Sales…. Continue Reading Dian...

Read More
Custom Help Panes and Guided Tasks for Unified Interface Apps
Feb04

Custom Help Panes and Guided Tasks for Unified Interface Apps

Do any of you remember learning path that is available in the legacy interface in Dynamics 365? I didn’t really get to work with it, as I found it was a little clunky. For those who don’t know what this is, let me try to explain how it worked; when a user clicked on the help button in the user interface inside of Dynamics 365, a help pane opened up next to the screen the user was working in,… Continue Reading Dian...

Read More
D365 Sales Insights: Notes Analysis
Jan28

D365 Sales Insights: Notes Analysis

Last week I was working on a demo and adding some sample data into Dynamics 365. To be exact, I wanted to show the ability of using posts in the timeline and users tagging other users with a question or a comment. I tagged one of the fake accounts I have in there (Theresa Testing) and asked if she could help me with an opportunity. After a second I noticed that the text in the posts turned… Continue Reading Dian Taylor’s...

Read More
D365 CE: Adding icons to views
Jan21

D365 CE: Adding icons to views

Last week I was asked if it was possible to show an icon in a view of records: they wanted me to show a male or female icon in the gender column of contacts for the prospect demo. Yes we can do this, but we do need to use a little java script for this. Keep in mind I am not a developer, so make sure you check with your developers to make sure the java script example I’m using here is ok to use… Continue Reading Dian...

Read More
Dynamics 365 Sales: Generate PDF from Word Templates
Jan14

Dynamics 365 Sales: Generate PDF from Word Templates

This week I was getting ready for a presentation for the Dynamics 365 user group, and while I was making sure everything in my instance was working correctly for the demo, I noticed that some new functionality had been added to the system. Before this update we were only able to generate PDFs from the quote entity, but to my surprise I noticed we can now enable this functionality for these… Continue Reading Dian Taylor’s...

Read More
Configure Field Service mobile colored views
Jan07

Configure Field Service mobile colored views

Before I start working on configurations for a customer demonstration I usually do some discovery with the prospect so understand what is important to them and what are the pain points they want resolved. One of the things that comes up quite regularly is the ability for field technicians to be able to identify high priority work orders quicker. In this article I’m going to discuss how we can… Continue Reading Dian...

Read More
Configure warranty tracking for customer assets using calculated fields
Dec31

Configure warranty tracking for customer assets using calculated fields

One question I received a lot from my customers is about warranty options for customer assets. We can configure products to automatically create a customer asset at the service account once a work order product is consumed, but currently there is no option to track if that asset is under warranty or not. Armed with these requirements and the configuration options in Dynamics 365 I decided to… Continue Reading Dian Taylor’s...

Read More
Dynamics 365 Views: Reflow Behavior & Card Forms
Dec24

Dynamics 365 Views: Reflow Behavior & Card Forms

Most of you are probably pretty familiar with entity views, which show a list of entity records on a page. In the past system administrators there weren’t a lot of configuration options for these views. Yes admins were able to add columns, configure sort options, filter data, etc. but there was no control on how this information would be presented to the end user. In the Unified Interface we… Continue Reading Dian...

Read More
D365 Sales: Forecast Configurations Preview
Dec17

D365 Sales: Forecast Configurations Preview

I logged into my Dynamics 365 Sales instance today and when I navigated to ‘Forecasts’ I noticed my previously configured forecasts were gone and there was a message showing in yellow stating ‘Warning: Forecast definitions have been removed an replace by Forecast configurations’. I’m not sure if you have been able to play around with forecasting yet in Dynamics 365 Sales, but if you haven’t,…...

Read More
Dynamics 365: Reference Panel
Dec10

Dynamics 365: Reference Panel

I had a conversation with one of my colleagues last week after I completed one of my customized Dynamics 365 demonstrations for a prospect. During the demo I showed the account form and something that is called “Reference Panel”. My coworker wasn’t aware of this functionality and called me after the demo to ask me about it. I figured this would be a great topic for my next article!The… Continue Reading Dian...

Read More
Recommendations in Dynamics 365
Dec03

Recommendations in Dynamics 365

After I finished presenting my session “Workflows still Rock!” at the Dynamics 365 Saturday in Portland, OR, I had some time left to answer questions and talk about other Dynamics 365 features. I asked the audience if they have heard of the recommendations feature in business rules that was added to the application a few years earlier, and to my surprise most people hadn’t heard of this little… Continue Reading...

Read More
Anatomy of the D365 Outlook App Panel
Nov26

Anatomy of the D365 Outlook App Panel

Ever since Microsoft came out with the Outlook app for Dynamics 365 I’ve had several folks ask me how to configure the panel that opens up when you click on the Dynamics 365 button in Outlook. If you haven’t noticed yet, this form is not one standard form that lives in Dynamics 365. There are actually three forms that make up the panel that you see when clicking the button from within an item… Continue Reading Dian...

Read More
Dynamics 365 Customer Service: KB Automatic Filtering
Nov19

Dynamics 365 Customer Service: KB Automatic Filtering

I ran into a feature the other day that I thought would be worth writing an article about. This feature has been around for a while, but I feel that it might slipped in without a lot of us noticing, so here goes! Administrators can configure the knowledge base search control on the case form to automatically filter knowledge base articles based on data populated in the case record. This… Continue Reading Dian Taylor’s...

Read More
Power Virtual Agent & Power Automate
Nov12

Power Virtual Agent & Power Automate

This week I was playing around with Power Virtual Agent and Power Automate. I needed to demo a virtual agent that after asking some questions would create a lead record in Dynamics 365 using Power Automate (formally known as flow). I haven’t worked with Power Automate that much, but after some internet searches, I was able to get it to do what I wanted so I thought I would share it with… Continue Reading Dian...

Read More
Dynamics 365 Field Service – Rejecting a booking
Nov05

Dynamics 365 Field Service – Rejecting a booking

Field Service is a great tool for companies that send out remote workers, but what happens if that remote worker isn’t able to perform the work? It might be that they got sick or maybe they are having problems with their vehicle in which case they need an easy way to let the dispatcher know. Yes they can call the dispatcher to let them know, but what if there was an easier way to accomplish… Continue Reading Dian...

Read More
Dynamics Field Service, Project Service & Sales
Oct29

Dynamics Field Service, Project Service & Sales

If you have Field Service and/or Project Service installed in your Dynamics 365 instance you might be aware of the different forms that were added to the opportunity, quote, order, opportunity lines, quote lines and order lines entities. Not everyone is aware that the sales module in Dynamics 365 works really well with the Field Service and Project Service Automation modules so I am going to… Continue Reading Dian Taylor’s...

Read More
Adding Components to Unified Interface App(s)
Oct22

Adding Components to Unified Interface App(s)

Now that Microsoft put an expiration date on the legacy interface I thought it would be time to write a post about how to add components to the apps that we use in the unified interface. For all of you who haven’t heard yet, as of September 2019, the legacy web client is deprecated. Customers will have to transition to the Unified Interface before October 1, 2020. In the meantime, Microsoft… Continue Reading Dian...

Read More
Customize Opportunity Close Dialog Box
Oct15

Customize Opportunity Close Dialog Box

After the October 2019 release wave, system administrators now have the ability to customize/configure the Opportunity Close Dialog box without having to use any code or other development efforts. This is a great new feature and allows us to capture additional information when an opportunity is closed, either won or lost. In the following example I am going to add a custom ‘Other Reason’ text… Continue Reading Dian...

Read More
Why attend (CRM)User Group Summit 2019
Oct10

Why attend (CRM)User Group Summit 2019

Next week is the D365UG/CRMUG Summit in Orlando and I wanted to write an article describing why it would be wise for you to attend this event. In case you haven’t heard of the user group summit, this is an annual conference and its also one of the largest events for Dynamics 365 users and professionals. Each year the conference is being held at a different location, and this year it will… Continue Reading Dian...

Read More
Nested Grids in Dynamics 365
Oct08

Nested Grids in Dynamics 365

I came across this little gem when I was playing around with subgrids in Dynamics 365. We all know we can use subgrids to show related records on a form. For example contact related to an account or opportunities related to an account. In my Dynamics 365 instance, I put the out of the box contact field (parentcontactid) on the opportunity record so users can see the individual at the client… Continue Reading Dian Taylor’s...

Read More
Inventory Transfers using the Inventory Dashboard
Oct01

Inventory Transfers using the Inventory Dashboard

In this post I’m going to discuss how to use the previously created Inventory Dashboard to perform and inventory transfer, meaning moving products from one warehouse to another. If you haven’t read my two previous posts yet on how to setup the inventory dashboard and how to show in which warehouse work order products are available on the Field Service Mobile App, I would recommend doing this… Continue Reading Dian...

Read More
Show in which warehouse work order products are available on the Field Service Mobile App
Sep24

Show in which warehouse work order products are available on the Field Service Mobile App

Field technicians probably want to know where the products they need (to complete a work order) are located so they can stock up on those items before traveling onsite to perform the work. I believe it would be beneficial to be able to see in which warehouse (if any) a certain work order product is available so I am going to explain how to show this. When using field service, we have a lot of… Continue Reading Dian...

Read More
Field Service Inventory Dashboard
Sep17

Field Service Inventory Dashboard

Field technicians that have to go onsite and perform repairs and/or installations, have to keep track of what they have in their truck inventory at all times. It would also be very beneficial for them to be able to see which products they need to complete their work orders, so with that in mind, I created an inventory dashboard in the mobile application for Dynamics 365 for Field Service. In… Continue Reading Dian Taylor’s...

Read More
Quick  Book in Field Service
Sep10

Quick Book in Field Service

There are several different ways you can schedule work orders in Dynamics 365 for Field Service. Most of you are probably familiar with the schedule board and the scheduling assistant and how we can schedule resources from there. One of the newer ways we can schedule work orders is the ‘quick book’ option which allows us to schedule resources directly from within the context of a work order… Continue Reading Dian...

Read More
Using Real-Time Workflows as Security
Sep03

Using Real-Time Workflows as Security

ProblemA while back I had a customer who wanted to prevent certain users to re-open a won opportunity in Dynamics 365. They asked if there was a security setting in security roles that could do that, but as we all know this type of granular security is not available in security roles. We can give people different types access of to records, like update, write and viewing, but this is not based… Continue Reading Dian...

Read More
Auto Number Fields
Aug27

Auto Number Fields

Dynamics 365 for Customer Engagement auto-creates unique ID’s for certain records types out of the box, for instance orders, cases, and invoices. But…Have you ever had the need to ‘auto number’ records of an entity in Dynamics 365 where the system doesn’t assign these numbers out of the box?I’ve had customers that wanted leads and opportunities to have unique id’s so that these records...

Read More
Dynamics 365 – 2019 Release Wave 2 | Part 2
Aug20

Dynamics 365 – 2019 Release Wave 2 | Part 2

On August 2, 2019 the release wave 2 features for D365 CE for early access became available. I am super excited to discuss some of these new features in my next couple of articles. If you haven’t read part 1 of this article, you can do so here. Please note that updates will mostly affect the Unified Interface, the bulk of them will not affect the classic interface.In this article I will be… Continue Reading Dian...

Read More
Dynamics 365 – 2019 Release Wave 2 | Part 1
Aug13

Dynamics 365 – 2019 Release Wave 2 | Part 1

On August 2, 2019 the release wave 2 features for D365 CE for early access became available. I am super excited to discuss some of these new features in my next couple of articles. Please note that updates will mostly affect the Unified Interface, the bulk of them will not affect the classic interface.In this article I will be discussing the following topics: Generic User Experience… Continue Reading Dian Taylor’s Article...

Read More
What I learned attending Dynamics 365 Saturday in Lawrenceburg, IN
Aug06

What I learned attending Dynamics 365 Saturday in Lawrenceburg, IN

Last Saturday I attended Dynamics 365 Saturday event in Lawrenceburg, IN. The event was packed with talented subject matter experts presenting on a ton of different topics from Finance and Operations to Customer Engagement, Business Central and Power Platform. I have such a passion for presenting and Dynamics 365 for Customer Engagement so this was a perfect combination! Besides being able to… Continue Reading Dian...

Read More
Dynamics 365 Customer Service: Setup Mailbox for Automatic Case Creation
Jul30

Dynamics 365 Customer Service: Setup Mailbox for Automatic Case Creation

In this article I am going to explain how we can setup a mailbox in exchange and tie that to a support mailbox in Dynamics 365. When people send an email to this mailbox, a case will automatically be created by the system. We can then use a workflow to assign this new case to a queue or team as described in this previously published article. Please note for this to work you’ll have to have… Continue Reading Dian...

Read More
Dynamics 365 Customer Service: Automatic Case Assignment
Jul23

Dynamics 365 Customer Service: Automatic Case Assignment

In this article I am going to explain how we can use workflows to assign cases to a team in Dynamics 365 based on the issue type(category and subcategory). Once the case is assigned to a team, managers or customer service reps can then pick cases they want to work on by assigning cases to others or themselves. The team membership will determine which team Customer Service Reps can pick cases… Continue Reading Dian Taylor’s...

Read More
Email account isn’t configured with D365 error
Jul16

Email account isn’t configured with D365 error

Last week I had an issue with the Dynamics 365 for Outlook App. I had connected outlook to my sandbox environment and now I needed to remove that configuration and connect it to the production environment instead. Note, I had done this many times before in this tenant.After configuring the mailboxes in both instances, I opened Outlook and clicked the Dynamics 365 button to test the… Continue Reading Dian Taylor’s Article...

Read More