Dynamics 365 Customer Engagement
Below are some of the features added in the Opportunity/Quote/Order/Invoice products for the users to improve their experience. If we try adding a new product line item without…
📅 28 December 2019
👁 443 views
Dynamics 365 Customer Engagement
Originally posted on Ajit Patra: Many times, we get requirement to show/hide a button based on certain condition for which we define Enable Rule in Ribbon Workbench. If…
📅 27 December 2019
👁 332 views
Dynamics 365 Customer Engagement
This release adds a new feature called Knowledge Article Template, using which users can quickly create an article by referring the Article Template, which helps in maintaining consistency…
📅 27 December 2019
👁 338 views
Dynamics 365 Customer Engagement
Originally posted on Debajit's Dynamic CRM Blog: Business Process flows are used everywhere and as a Power platform consultant you might be working with them almost everyday. However…
📅 26 December 2019
👁 324 views
Dynamics 365 Customer Engagement
Recently for one our projects, where had Dynamics CRM On-Premise already installed by the IT team quite sometime back, when we tried create a new organization through Deployment…
📅 26 December 2019
👁 387 views
Dynamics 365 Customer Engagement
Let us look at some other enhancements added as part of 2019 Release Wave 2 in the product. Lookup filter enhancement The lookup filter on searching for a…
📅 25 December 2019
👁 271 views
Dynamics 365 Customer Engagement
Below are few enhancements made to timeline and grid control as part of 2019 Release wave 2. The new timer control shows more customer interactions/records/activities compared to the…
📅 24 December 2019
👁 410 views
Dynamics 365 Customer Engagement
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…
📅 23 December 2019
👁 240 views
Dynamics 365 Customer Engagement
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…
📅 28 November 2019
👁 548 views
Dynamics 365 Customer Engagement
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…
📅 27 November 2019
👁 378 views