Create custom notifications on email opens
Sep06

Create custom notifications on email opens

You have probably all seen the notifications in Dynamics 365 when a customer or prospect opens an email message. This notification shows in the timeline on the bottom of an email message, but if you don’t check it, you won’t see it! Another place where these notifications can become visible is in the Dynamics 365 assistant…if you set up a notification for this when you created the email in… Continue Reading...

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Create custom notifications on email opens – YouTube
Sep06

Create custom notifications on email opens – YouTube

Create custom notifications on email opens In this video I show you how you can use the XRM toolbox and in particular the In-App Notification builder built by Ivan Ficko. In this example notifications will be shown when an email is opened by a customer or prospect. Related Article: https://d365goddess.com/create-custom-notifications-on-email-opens Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

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Viva Sales(preview) | Part 2
Aug30

Viva Sales(preview) | Part 2

Last week I posted part one of my articles (you can read it here) about Viva Sales which is in preview today. Microsoft describes Viva Sales as a seller experience application designed to get sellers out of the busy work and in front of customers. Viva Sales will connect to any CRM system and will add detailed insights to customer exchanges and activities that take place through Microsoft (aka… Continue Reading Dian...

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VivaSales Part 2 | Viva Sales & Microsoft Teams – YouTube
Aug30

VivaSales Part 2 | Viva Sales & Microsoft Teams – YouTube

VivaSales Part 2 | Viva Sales & Microsoft Teams In this video I will be discussing Viva Sales, a new application developed by Microsoft for sales people! This video is focusing on Viva Sales & Microsoft Teams. Microsoft describes this application as a seller experience application designed to get sellers out of the busy work and in front of customers. Microsoft announced that Viva Sales will work with any CRM system, including...

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Viva Sales(Preview) | Part 1
Aug23

Viva Sales(Preview) | Part 1

I am sure you’ve heard about Viva Sales, which is yet another application developed by Microsoft for sales people! Microsoft describes this application as a seller experience application designed to get sellers out of the busy work and in front of customers. This is actually very exciting because this tool will not just bring together the power of a more connected platform, but this tool will… Continue Reading Dian...

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Viva Sales Part 1-Outlook – YouTube
Aug23

Viva Sales Part 1-Outlook – YouTube

Viva Sales Part 1-Outlook In this video I will be discussing Viva Sales, a new application developed by Microsoft for sales people! This video will be focusing on Viva Sales & Microsoft Outlook. Microsoft describes this application as a seller experience application designed to get sellers out of the busy work and in front of customers. Microsoft announced that Viva Sales will work with any CRM system, including Sales Force! The...

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Generic updates in 2022 Release Wave 2
Aug16

Generic updates in 2022 Release Wave 2

I wanted to take a minute to write an article about some of the more generic updates in the Dynamics 365 applications. For example, I noticed there are some additional changes to the forms in Dynamics 365 model driven apps that were not really mentioned in any of the release notes, so I figured I would write about that as well. Once you install the early access features for 2022Read More Continue Reading Dian Taylor’s Article on...

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Generic updates in 2022 Release Wave 2 – YouTube
Aug16

Generic updates in 2022 Release Wave 2 – YouTube

Generic updates in 2022 Release Wave 2 In this video I discuss some of the generic updates to Dynamics 365 Customer Engagement that are part of 2022 Release Wave 2. Related Article: https://d365goddess.com/generic-updates-in-2022-release-wave-2 Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I discuss some of the generic updates to Dynamics 365...

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Customize Work List Cards
Aug09

Customize Work List Cards

The feature that I am going to discuss in this article is part of the early release features of the upcoming release wave! When I wrote my article on the release notes for 2022 Release Wave 2, I didn’t have access to any of the early release features, which is why I am writing this article now that I do have access. I installed the early release features for DynamicsRead More Continue Reading Dian Taylor’s Article on their...

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Customize Work Item Cards – YouTube
Aug09

Customize Work Item Cards – YouTube

Customize Work Item Cards In this video I will discuss one of the early access features of 2022 Release Wave 2. This feature allows sellers to customize the work list cards that are used in the Sales Accelerator. I’ll explain where you can make the changes and which changes can be made. Related Article: https://d365goddess.com/customize-work-list-cards Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess...

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Record ownership across business units (Preview) – YouTube
Jul27

Record ownership across business units (Preview) – YouTube

Record ownership across business units (Preview) In this video I will explain to you how this new feature will change the way we configure role based security in Dynamics 365! Related Article: https://d365goddess.com/record-ownership-across-business-units-preview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will explain to you how this new...

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Record ownership across business units (Preview)
Jul27

Record ownership across business units (Preview)

This is a feature that has been in preview for quite some time now (for those of you who are interested, the preview was announced back in early November of 2021 under the heading of ‘Modernize Business Units’), but I realized I haven’t written an article about this, so I thought now would be a good time to explain what this feature entails. This feature has been requested for quiteRead… Continue Reading Dian...

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D365 Field Service: Add child assets to an RMA
Jul19

D365 Field Service: Add child assets to an RMA

A few weeks ago I was talking to someone about Dynamics 365 Field Service and they asked me about a couple of requirements which were not standard functionality in Dynamics 365 Field Service. He wanted to know if it was possible to build logic around assets that are brought to a warehouse for repair. The scenario was that when a part is picked up from a customer to send toRead More Continue Reading Dian Taylor’s Article on their...

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Dynamics 365 Field Service & Power Automate: Add child assets to RMA – YouTube
Jul19

Dynamics 365 Field Service & Power Automate: Add child assets to RMA – YouTube

Dynamics 365 Field Service & Power Automate: Add child assets to RMA In this video I will show you how to build a Power Automate flow that will automatically add RMA products to an RMA for each RMA Product associated to a customer asset that has sub assets! You can download the unmanaged solution from the related article which is listed below. Related Article: https://d365goddess.com/add-child-assets-to-an-rma Blog:...

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Dynamics 365: 2022 Release notes for wave 2 are here!
Jul12

Dynamics 365: 2022 Release notes for wave 2 are here!

Earlier today Microsoft published the release notes for the 2022 Release wave 2! I always tell people to keep in mind that this is a living document, meaning that these updates are not set in stone. Microsoft is continuously updating the release notes by changing, adding and even removing functionality from the plan. This is also one of the reasons I will not post any preview or GA dates here.

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Enhanced experience using email templates
Jul05

Enhanced experience using email templates

In my last article I wrote about the new experience for creating email templates, and this week I am going to cover the enhanced experience end-users will have when adding an email template to an email message in Dynamics 365. This feature is also part of 2022 Release Wave 1 and has been generally available since April 1st of this year. It’s interesting to note that this feature is showingRead… Continue Reading Dian...

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Enhanced Experience Using Email Templates – YouTube
Jul05

Enhanced Experience Using Email Templates – YouTube

Enhanced Experience Using Email Templates For my last video I discussed the new experience for creating email templates, and this week I am going to cover the enhanced experience end-users will have when adding email templates to an email message in Dynamics 365 which is part of 2022 release wave 1. Related Article: https://d365goddess.com/enhanced-experience-using-email-templates Blog: https://D365Goddess.com Twitter:...

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Enhanced Email Template Editor(preview)
Jun21

Enhanced Email Template Editor(preview)

In this article I am discussing the enhanced email template editor which is part of 2022 Release Wave 1. This functionality has been in preview since May 1st and per the Microsoft docs site this will be rolled out as GA in July of 2022. (You can access the Microsoft Doc site and read about the preview and GA dates here.) As the title of the article already explains, thisRead More Continue Reading Dian Taylor’s Article on their...

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Enhanced Email Template Editor(preview) – YouTube
Jun21

Enhanced Email Template Editor(preview) – YouTube

Enhanced Email Template Editor(preview) In this video I am discussing the enhanced email template editor which is part of 2022 Release Wave 1. This functionality has been in preview since May 1st and per the Microsoft docs site this will be rolled out as GA in July of 2022. As the title of the article already explains, this feature give users a brand new experience when creating email templates in Dynamics 365. The new experience is a...

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Add calculated columns to D365 Excel Templates
Jun14

Add calculated columns to D365 Excel Templates

Most of you are probably familiar with the ability Dynamics 365 has for users to create Microsoft Excel templates in Dynamics 365. Excel templates in Dynamics 365 allows users to create pivot tables, pivot charts, etc so that Dynamics 365 data is pushed into the excel template, automatically populating the configured pivot tables and charts with just one click of a button. I feel these excel… Continue Reading Dian Taylor’s...

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Add calculated columns to D365 Excel Templates – YouTube
Jun14

Add calculated columns to D365 Excel Templates – YouTube

Add calculated columns to D365 Excel Templates In this video I will show you how you can add calculated fields to an excel template for Dynamics 365. The calculated fields will automatically populate based on data from Dynamics 365. Related Article: https://d365goddess.com/add-calculated-columns-to-d365-excel-templates Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

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Dynamics 365 and Microsoft Power Platform release planner(preview)
May31

Dynamics 365 and Microsoft Power Platform release planner(preview)

Normally my articles are about features in Dynamics 365 or the power platform, but this time I made an exception because I wanted to tell you about the Dynamics 365 and Microsoft Power Platform release planner that is currently in preview, or BETA as it shows on the website. I read about the release planner last week and honestly I haven’t seen a lot of articles, tweets or videos aboutRead… Continue Reading Dian...

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Dynamics 365 and Microsoft Power Platform Release Planner(preview) – YouTube
May31

Dynamics 365 and Microsoft Power Platform Release Planner(preview) – YouTube

Dynamics 365 and Microsoft Power Platform Release Planner(preview) The release wave features described in the release notes are never static, they keep changing as time passes and as Microsoft makes changes. Sometimes it’s hard to find what has changed since the last time you looked at the release notes, and what the actual change was. The new Dynamics 365 and Microsoft Power Platform release planner, which is currently in...

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Power Virtual Agents leveled up!
May24

Power Virtual Agents leveled up!

If you are attending the Microsoft Build event May 24th to May 26th 2022, then you might be aware of some of the new capabilities that are coming to Power Virtual Agents! Microsoft is leveling up the Power Virtual Agents application and taking it to new heights! There were several exiting announcements made regarding the new features and functionality of the application and in this article I… Continue Reading Dian Taylor’s...

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Power VIrtual Agents Leveled Up – YouTube
May24

Power VIrtual Agents Leveled Up – YouTube

Power VIrtual Agents Leveled Up Have you seen the announcements that were made during Microsoft Build?! You heard right! Microsoft is leveling up Power Virtual Agents with loads of new features and functionality! In this video I’ll discuss some of the news things that are coming to the application! Related Article: https://d365goddess.com/power-virtual-agents-leveled-up Blog: https://D365Goddess.com Twitter:...

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Configure custom status on SLA Timer
May10

Configure custom status on SLA Timer

This article is about another feature that is part of Dynamics 365 2022 Release Wave 1. Let me first explain what this feature is about, because when you read the information on Microsoft’s doc site related to this feature, it might be a little bit confusing. A while ago I wrote this article on the new SLA timer control where I explained how you can add this new control toRead More Continue Reading Dian Taylor’s Article on...

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Configure custom status on SLA Timer – YouTube
May10

Configure custom status on SLA Timer – YouTube

Configure custom status on SLA Timer In this video I will show you how to configure the status on an SLA Timer of a case form. This is a feature that was added under 2022 Release Wave 1. Related Article: https://d365goddess.com/configure-custom-status-on-sla-timer Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will show you how to configure the...

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Interact with Dynamics 365 records in Teams Chat(Preview)
May03

Interact with Dynamics 365 records in Teams Chat(Preview)

I feel like I’ve been repeating myself, since this is yet another article where I talk about additional functionality in the Microsoft Teams and Dynamics 365 integration. As a recap, previously I wrote two articles on the embedded Teams chat in Dynamics 365 which allows users to access Microsoft Teams chat from the Dynamics 365 application (if you haven’t read the articles yet you can do so… Continue Reading Dian...

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Interact with Dynamics 365 records in Teams Chat(Preview) – YouTube
May03

Interact with Dynamics 365 records in Teams Chat(Preview) – YouTube

Interact with Dynamics 365 records in Teams Chat(Preview) In this video I will show you how you can interact with Dynamics 365 records inside a Microsoft Teams Chat! Additionally I will show you how to create a Note or Task from a Microsoft Teams chat message. Related Article: https://d365goddess.com/interact-with-dynamics-365-records-in-teams-chatpreview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

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Access Dynamics 365 data in Teams meetings (Preview)
Apr26

Access Dynamics 365 data in Teams meetings (Preview)

Microsoft is investing more and more in the integration between Microsoft Teams and Dynamics 365 which I believe sets Dynamics 365 even further apart from the competition. I’m sure you are familiar with some of the features we have access to today, like the ability to view Dynamics 365 data from within Microsoft Teams or the ability to access a Teams chat from within Dynamics 365, but there… Continue Reading Dian...

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Access Dynamics 365 data in Teams meetings (Preview) – YouTube
Apr26

Access Dynamics 365 data in Teams meetings (Preview) – YouTube

Access Dynamics 365 data in Teams meetings (Preview) In this video I will be showing you how to access Dynamics 365 records from within a Microsoft Teams Meeting. I will show you how this works, what it looks like and how to enable this in a sandbox environment! Related Article: https://d365goddess.com/access-dynamics-365-data-in-teams-meetings-preview Article: Customizing the Deal Manager Side Pane:...

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D365 Customer Service: Swarming using Teams(preview)
Apr19

D365 Customer Service: Swarming using Teams(preview)

Anyone who attended Microsoft’s Business Application Launch event has seen the new swarming functionality in Dynamics 365 Customer Service. This feature is currently in preview, but you can start testing it in your sandbox environments very soon! This feature takes advantage of the Microsoft Teams integration with Dynamics 365 Customer Service. So first… let’s discuss what this feature does!… Continue Reading...

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D365 Customer Service Swarming using Teams(preview) – YouTube
Apr19

D365 Customer Service Swarming using Teams(preview) – YouTube

D365 Customer Service Swarming using Teams(preview) In this video I will discuss the new swarming preview feature for Dynamics 365 Customer Service. I will explain what ‘swarming’ is, how to set it up, and how everything works in Dynamics 365 and Teams. Related article: https://d365goddess.com/d365-customer-service-swarming-using-teamspreview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

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Customer Service Admin Center App: Quick Setups
Apr12

Customer Service Admin Center App: Quick Setups

I wrote a high level overview on this app in early March as part of my series on 2022 Release Wave 1, at which time this app was still in preview. If you haven’t heard about this app, this is a new app that is part of this release, which consolidates the administrative experience from different apps into one. This will make it a lot easier to configure Dynamics 365Read More Continue Reading Dian Taylor’s Article on their...

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Customer Service Admin Center App: Quick setups – YouTube
Apr12

Customer Service Admin Center App: Quick setups – YouTube

Customer Service Admin Center App: Quick setups In this video I will be discussing a new preview feature called ‘Quick Setups’ which is currently accessible from the Customer Service Admin app. Check it out! Related article: https://d365goddess.com/customer-service-admin-center-app-quick-setups Customer Service Admin Center App: https://youtu.be/g-fOnmuMPrI?t=48 Blog: https://D365Goddess.com Twitter:...

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Power Automate: Copy and paste image field in D365
Apr05

Power Automate: Copy and paste image field in D365

In this article I am going to discuss how you can copy the data inside an image field from one record to the image field of another record. This could come in handy in different ways but what I am trying to accomplish here is to show related ‘hobby’ data on a contact record in Dynamics 365. In the example I am using for this article, I want to showRead More Continue Reading Dian Taylor’s Article on their blog Power...

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Copy image in dataverse record using Power Automate Flow – YouTube
Apr05

Copy image in dataverse record using Power Automate Flow – YouTube

Copy image in dataverse record using Power Automate Flow In this video I will show you how you can build a flow that copies an image from one Dataverse row into another one. Related article: https://d365goddess.com/power-automate-copy-and-paste-image-field-in-d365 Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will show you how you can build a...

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Customizing the side pane in the Deal Manager Workspace
Mar29

Customizing the side pane in the Deal Manager Workspace

The Deal Manager Workspace is a feature that was introduced to us in 2021 Wave 1, and is currently in public preview. The Deal Manager Workspace is a work space that sales users can access from within the Sales Hub app in Dynamics 365 Sales. If you want to learn more about the Deal Manager Workspace then take a look at this article that I wrote on the topic. ThereRead More Continue Reading Dian Taylor’s Article on their blog...

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Customize sidepane in Deal Manager Workspace – YouTube
Mar29

Customize sidepane in Deal Manager Workspace – YouTube

Customize sidepane in Deal Manager Workspace In this video I will show you how you can configure the Deal Manager Workspace side pane. I will also talk about what is and what isn’t supported while configuring the side pane. Related article: https://d365goddess.com/customizing-the-side-pane-in-the-deal-manager-workspace Video: Deal Manager Workspace (Preview) – https://youtu.be/TttghCuhqH8 Blog: https://D365Goddess.com...

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New Sales Reports in Dynamics 365 Sales
Mar22

New Sales Reports in Dynamics 365 Sales

There are a couple of new reports available in Dynamics 365 Sales which I wanted to share with you. The first report has several KPI’s and charts related to sequences in the Sales Accelerator. This report is part of 2021 Release Wave 1 and is currently in preview. It’s scheduled to be generally available later this month. The second report that is available is called ‘Sales usage reports’… Continue...

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Preview-Sequence Reporting and Sales Usage Reports – YouTube
Mar22

Preview-Sequence Reporting and Sales Usage Reports – YouTube

Preview-Sequence Reporting and Sales Usage Reports In this video I will share a few new embedded PowerBI reports for Dynamics 365 Sales. Related Article: https://d365goddess.com/new-sales-reports-in-dynamics-365-sales Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will share a few new embedded PowerBI reports for Dynamics 365 Sales. Related...

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Duplicate Detection for Leads (preview)
Mar15

Duplicate Detection for Leads (preview)

I was working in one of my environments when I noticed a new item on the sitemap in the Dynamics 365 Sales Hub app. The sitemap item is called ‘Duplicate Detection(preview)’ which is a little confusing since we already have duplicate detection in Dynamics 365. More reason for me to explain what this feature is. This is not replacing the current duplicate detection settings and rules in the… Continue Reading Dian...

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Duplicate Detection for Leads (preview) – YouTube
Mar15

Duplicate Detection for Leads (preview) – YouTube

Duplicate Detection for Leads (preview) In this video I’ll discuss another preview feature in Dynamics 365 Sales This feature is called Duplicate Detection for Leads and no it’s not the same as the already existing duplicate detection that is part of the application today. Want to learn more? Check out this video! Related Article: https://d365goddess.com/duplicate-detection-for-leads-preview Blog: https://D365Goddess.com...

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Modern Advanced Find in D365
Mar08

Modern Advanced Find in D365

As most of you are probably aware of by now, as part of 2022 Release Wave 1 Microsoft is replacing the legacy advanced find feature with a brand new upgraded version. This is very big news, since we’ve had the legacy advance find for a long time and it’s never really been upgraded! One of the questions that I heard from the community kept coming up as people heard aboutRead More Continue Reading Dian Taylor’s Article...

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2022 Release Wave 1: Modern Advanced Find – YouTube
Mar08

2022 Release Wave 1: Modern Advanced Find – YouTube

2022 Release Wave 1: Modern Advanced Find In this video I am discussing the modern advanced find which is also part of 2022 Release Wave 1. Besides searching for data, we can now give end-users the ability to hide views from the view selector! Related Article: https://d365goddess.com/modern-advanced-find-in-d365 2022 Release Wave 1 – Part 3 | 2022 Release Wave 1 – D365 CS and FS: https://youtu.be/g-fOnmuMPrI 2022 Release...

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2022 Release Wave 1 – D365 CS and FS – YouTube
Mar01

2022 Release Wave 1 – D365 CS and FS – YouTube

2022 Release Wave 1 – D365 CS and FS In the third video of my series on 2022 Release Wave 1 I am discussing the updates to Dynamics 365 Customer Service and Dynamics 365 Field Service. Related Article: https://d365goddess.com/2022-release-wave-1-part-3-d365-service 2022 Release Wave 1 – Part 2 | D365 Sales: https://d365goddess.com/2021-release-wave-2-part-1-d365-sales/ 2022 Release Wave 1 – Part 1 | Generic Updates:...

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2022 Release Wave 1 | Part 3: D365 Customer & Field Service
Mar01

2022 Release Wave 1 | Part 3: D365 Customer & Field Service

This is my third article on what’s new in 2022 Release Wave 1. In this article I discussing some of the most important features that are mentioned in the release notes for Dynamics 365 Customer Service and Field Service and what they mean for end-users and administrators. I was able to install the early access features on 1/31 in my sandbox so I could test some of these new featuresRead More Continue Reading Dian Taylor’s...

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2022 Release Wave 2 | Part 2: D365 Sales
Feb15

2022 Release Wave 2 | Part 2: D365 Sales

It’s that time of the year again where we all get to feel like kids at Christmas as Microsoft has just published the release notes for 2022 Wave 1. In this article I am going to discuss some of the most important features that are mentioned in the release notes for Dynamics 365 Sales and what they mean for end-users and administrators of the Dynamics 365 Sales application. I installedRead… Continue Reading Dian...

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2022 Release Wave 1 – D365 Sales – YouTube
Feb15

2022 Release Wave 1 – D365 Sales – YouTube

2022 Release Wave 1 – D365 Sales In the second video of my series on 2022 Release Wave 1 I am discussing the updates to Dynamics 365 Sales. Related Article: https://d365goddess.com/2021-release-wave-2-part-1-d365-sales/ 2022 Release Wave 1 – Part 1 – Generic Updates: https://youtu.be/mzeCPNiJJAc Digital selling capabilities in D365 Sales Enterprise...

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2022 Release Wave 1 | Part 1: Generic Updates
Feb08

2022 Release Wave 1 | Part 1: Generic Updates

It’s that time of the year again where we all get to feel like kids at Christmas as Microsoft has just published the release notes for 2022 Wave 1! In this article I am going to discuss some of the features that are mentioned in the release notes for Power Apps and what they mean for end-users and administrators of Dynamics 365. I installed the early access features on 1/31Read More Continue Reading Dian Taylor’s Article...

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