Users can compose, edit and send emails from the Dynamics 365 Mobile App in Dynamics 365 -2020 release wave 2. Microsoft provides a new look and feel in mobile apps and tablets with compact layouts and stacked elements, optimized to give essential information at a glance. Also, users can create their activities from Accounts, Contacts, Leads,… Read More: Send Email is now available on Mobile Apps and Tablets… »
Microsoft has included quite a number of new capabilities in Dynamics 365 Wave 2 Release. In this blog, we will focus on one of the features under Sales Insight called Sales Accelerator. The first thing that we would like to emphasize is that please beware that this is preview feature and to use this feature,… Read More: How to use Sales Accelerator (Preview) feature in Dynamics 365… »
Introduction In the 2020 wave 2 release, Microsoft has released some interesting new features which are now available for early access, among them one feature is customizing the timeline for the below new features. Expand the timeline records by default. Hide “What you’ve missed.” Hide status tags. Show email as Conversation or as individual messages.… Read More: Configure new Timeline features in Dynamics 365 CE »
Earlier when we wanted to search a record in an entity, we used to do it through Quick Find search on the entity Grid. However, the 2020 Release Wave 1 new feature – ‘Search this view’ – gives this capability on the grid. It now applies the current view conditions and then searches the fields… Read More: Now get better Quick Find search experience on grid with… »
If you have been using Dynamics 365 Sales for a while now, you would know that adding products to Opportunity has always been a tedious job. That’s because until a couple of years ago, it only supported adding one product at a time. It would open up a Line Detail form with the option to… Read More: Productivity booster – Enhanced experience for adding line items/products with… »
With every release Microsoft brings some new features and it is the same case in this 2020 wave 1 release. In this 2020 wave 1 release, Microsoft has given us the ability to Customize Case Resolution FORM. Earlier, it was not feasible with OOB field required level properties or Business Rules to customize case resolution… Read More: Ability to customize Case Resolution Form now available with 2020… »
Introduction Knowledge Articles are part of a knowledge base that is used to store vital information on Products and Services that the Clients are using. Knowledge Articles are perfect for Service, however, they can be used in other departments as well, for example, to help the Users find solutions to the problems that they are… Read More: Knowledge Article Templates in Dynamics 365 CS as per 2019… »
Introduction: With the growth of machine learning and artificial intelligence in our day to day life, Microsoft is also embracing ML and AI in Dynamics 365 CRM. With the recent Wave 2 general availability release, Microsoft has added some really good features and one them is – Business Card Scanner. Microsoft has combined its latest… Read More: Create Records quickly in Dynamics 365 CRM by using new… »
Introduction When we create an entity record, it is necessary to fill up the fields as required and click on save to create the record. Sometimes, we tend to forget to fill up the business required fields that are hidden under tabs. However, while saving, an error notification appears on top of the form through… Read More: Fix errors quickly in Dynamics 365 CRM Unified Interface Wave… »
Introduction In this blog we will see how we can directly collaborate with Dynamics 365 CRM entity records from Microsoft Teams in Dynamics 365 CRM Wave 2. Note: Files will be synced between Dynamics 365 CRM and Microsoft Teams. Scenario: For example, we usually do meetings with clients on Teams. Here, whenever we had call… Read More: Integration between Dynamics 365 CRM and Microsoft Teams in Wave… »