Dynamics 365 and Microsoft Teams: Extend Collaboration Across Teams

More connected and engaging experiences between Microsoft Dynamics 365 and Microsoft Teams, bringing together the features you depend on into a unified digital workplace for collaboration across your entire organization. New capabilities for Dynamics 365 Sales to boost collaboration across sales teams. An embedded Teams chat experience for Dynamics 365 An embedded Teams dialer experience … More Dynamics 365 and Microsoft Teams: Extend Collaboration Across Teams

Manage security roles for Model Driven Apps in Dynamics 365 v 9.1

Are you in a process of creating new custom Model Driven App OR have you created a  Test Model Driven App for Unified Transition and wondering how to set permissions for the app? If the above is what you’re planning then please refer to the following steps on ‘How to manage security roles for Model … More Manage security roles for Model Driven Apps in Dynamics 365 v 9.1

Preview Email Templates : D365 2020 release wave 1

As part of Dynamics 365 2020 wave 1 release (Dynamics 365 Sales), users can now preview the Email Templates before actually using them. Feature details – Select an email template from the gallery intuitively: Benefit from a list of all available email templates from which to scroll and find the most relevant one. Get a … More Preview Email Templates : D365 2020 release wave 1

Kanban Grid view for Opportunities : D365 2020 release wave 1

As part of Dynamics 365 2020 wave 1 release, We can now have a Kanban view on opportunities. What is Kanban View? Kanban view allows your sales team to move opportunities from one stage to another by simply dragging it. Feature Details –  Easily toggle between the existing grid view and the new Kanban view. … More Kanban Grid view for Opportunities : D365 2020 release wave 1

MB 210: Microsoft Dynamics 365 for Sales – Fiscal Year

This blog post is a part of the MB 210 Microsoft Dynamics for Sales Certification Preparation series and we will be covering Fiscal Year feature in this post. What is a Fiscal Year? A fiscal year (or financial year, or sometimes budget year) is used in government accounting, which varies between countries, and for budget purposes. It is also used … More MB 210: Microsoft Dynamics 365 for Sales – Fiscal Year

MB 210: Microsoft Dynamics 365 for Sales – Business Closures

This blog post is a part of the MB 210 Microsoft Dynamics for Sales Certification Preparation series and we will be covering Business Closure feature in this post. Why we need business closure? Business closures are the occasions in which the organization shuts down and no business operations are offered. During this closure, service activities cannot … More MB 210: Microsoft Dynamics 365 for Sales – Business Closures

MB 210: Microsoft Dynamics 365 for Sales – Auto-Numbering

This blog post is a part of the MB 210 Microsoft Dynamics for Sales Certification Preparation series and we will be covering Auto Numbering feature in this post. Where are my Auto Number Settings? Login into Dynamics Select your D365 application Sales Hub App, CE App. Click on the cog icon (Settings gear icon in … More MB 210: Microsoft Dynamics 365 for Sales – Auto-Numbering

MB 210: Microsoft Dynamics 365 for Sales – Sales Territories

As I started preparing for latest MB 210 Dynamics 365 for Sales certification, I thought that I might just write a little post about topics required to pass MB 210 certification.  Preparation for an exam can be a bit tricky as most of the time, the exams try to test your skills and measure competency … More MB 210: Microsoft Dynamics 365 for Sales – Sales Territories