Introduction Sales Insights is available as an option to configure when Dynamics 365 for Sales is installed. As part of the Dynamics 365 Sales offering, only some of the basic features are available for free. Notes Analysis requires you to have a Sales Insight license. You can enable a free trial of this app though,… Read More »
Introduction Microsoft Dynamics 365 is a treasure box which includes Sales, Service, Settings and so on. In this blog, we are going to explorer one of the valuable piece in this treasure box which named as Product. So this is something about the OOB “CLONE” button on Product entity, which ease our job by making… Read More »
Introduction: Recently we had a business requirement where customer wants to map Order Line fields to Invoice Line while creating an Invoice from Order. Until Dynamics 365 8.2 version, there was no direct relationship between Order Line and Invoice Line. But, in a recent update we found that there is 1: N relationship between Order… Read More »
Introduction: Access to entities in Microsoft Dynamics CRM aka Dynamics 365 Sales is controlled through Security Roles. Using the robust Security framework of CRM you can not only manage access per record but also per action and field 🙂 Advanced Security configuration can also support hierarchy security and control access to records for multiple users in… Read More »
Sales literature stores all the sales information which is used for sales team like brochures, promotional materials and other sales literature materials. Creating Sales Literature- So now we will see how to create and use sales literature in sales process. To create sales literature in Dynamics CRM Go to – Sales → Sales Literature àNew Enter… Read More »
Introduction Traditionally Price List in any of the transactions like Opportunities, Quote, Orders or Invoices was set by reading it from Customer. If there was no price list set for the customer, it would be left blank and the user would be required to set it manually. Price List is critical and needs to be… Read More »