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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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