Web Client UI Refresh: D365 v9
Overview: The new July 2017 update of the D365 is the latest update to Dynamics 365 and is called v9. This is a major change from not only functionality perspective but also from a visual perspective as well. And one such part of the visual upgrade is the refreshed web client UI. This is a … Continue reading Web Client UI Refresh: D365 v9
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Accessing Business Process Flow as Entities – D365 July 2017 Update
Overview: Another new feature announced in the Dynamics 365 July 2017 Update is that the Business Process Flows are now available as entities in D365! That means, you can access them like entities from SiteMap and see the records of their respective entities in an Entity View like you would do with other entities. Turning … Continue reading Accessing Business Process Flow as Entities – D365 July 2017 Update
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Step Action in Business Process Flow in Dynamics 365 July 2017 update – Preview
Since this is in Preview, it won’t be available for users until next update. However, this is how it works and seems so easy to implement it. Enable Step Action from System Settings: Since this is a Preview feature in Dynamics 365 July 2017 update, it appears in the Previews section where you can go … Continue reading Step Action in Business Process Flow in Dynamics 365 July 2017 update – Preview
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Multi-Select Option Sets in D365 July 2017 Update
Introduction: Finally, one of the most sought after feature is here in the D365 July 2017 Update. The Multi-Select Option Set! A new attribute type added to D365, you can now create Multi-Level OptionSets in D365. Creating a Multi Select OptionSet: A new attribute type is now available that lets you create Multi-Select Option Set. … Continue reading Multi-Select Option Sets in D365 July 2017 Update
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Using Shared Mailbox in Office 365
Now often, you want to have a common mail address for everyone within a team to monitor and interact through like [email protected] or [email protected] Office 365 provides this capability with something called as Shared Mailbox. Features of Shared Mailbox Shared Mailbox doesn’t need an Exchange license. Shared Mailbox doesn’t have its own credentials. Users add … Continue reading Using Shared Mailbox in Office 365
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Connection Entities in Dynamics 365
Overview: Connection entities provision an easy way to connect and describe relationships between two records in D365 CRM. This is supported across most Entity types in Dynamics 365. Some of the features of Connection entities are as follows: All Business and Custom entities can be enabled for Connections. Provision to add descriptive information between the … Continue reading Connection Entities in Dynamics 365
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Email Encryption in Office 365
Overview: O365 Message Encryption is a service based on Microsoft Azure Rights Management (Azure RMS). Once an RMS is setup, Email messages can be encrypted under certain rules set and provide the recipients with 2 options to read the encrypted email – By an OPT By signing into organization account. Pre-Requisites: Activate Azure RMS in … Continue reading Email Encryption in Office 365
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Upcoming Features in Spring 2017 for Dynamics 365 For Sales
Overview Spring 2017 update to Dynamics 365 is coming up in July 2017. And there are exciting new additions and improvements coming to Dynamics 365 For Sales. Here are the highlights on what’s up next – LinkedIn Sales Navigator: Improve performance of their sales processes from LinkedIn Company and Sales profiles Display Navigator person and … Continue reading Upcoming Features in Spring 2017 for Dynamics 365 For Sales
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OneNote Integration with Dynamics 365
Introduction: Want to make a dedicated OneNote notebook per Dynamics 365 record? Dynamics 365 Integration is what you need. This integration provides you the ability to take notes in the notebook in context of Dynamics 365 record for selected entities. OneNote records can be directly accessed on the Activity wall of the record whether on … Continue reading OneNote Integration with Dynamics 365
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Add Custom Icons with tooltip for a column
Now, it’s possible to make your CRM views visually more informative. This is a cool new feature which is in preview for Dynamics 365 for December 2016 release. You can now add custom icon with tooltip text to display a column based on the column value. First thing need to be done to achieve this … Continue reading Add Custom Icons with tooltip for a column