The scan business card feature added as part of release wave 2, allows salespeople to quickly scan business cards using the Quick Create Form. The scanner reads the…
Originally posted on Debajit's Dynamic CRM Blog: Release wave 2 have released some wonderful features and one of them is the capability to open a webresource as modal…
Let us take a very simple example to understand how to migrate the multi-select option set in Dynamics 365. Here we will take excel as our source. Create…
New high-density headers have been introduced for Dynamics 365 Entity Forms as part of 2019 Release Wave 2 for Unified Interface. Let us try to understand various settings…
With 2019 Release wave 2, now we have Save and New button available in Unified Interface. However, for now, it is limited to the Quick Create Form. For…
The new capability allows salespeople to write an email in the context of the record. Email opening in the non-blocking pop window allows salespeople to refer to the…
Below are some of the capabilities added in Dynamics 365 for Sales with lead management. When creating a new lead, for Qualify sales stage, on the selection of…
With the 2019 release wave 2 plan, finally, we can customize the opportunity close dialog box (Unified Interface only) Enable it from the Sales tab of System Settings…
We might get below error while trying to use scan business card feature in Dynamics 365 Sales This is because as pre requisite it requires AI Builder licensing.…
There are different options available for exporting Dynamics 365 Entity records to excel. The simplest being Export to Excel feature available in the product. However, we might run…
