“Do not focus on numbers. Focus on doing what you do best.” – Cassey Ho Sales are all about numbers that incredibly play a pivotal role when it comes to overall organizational growth. It happens to be the most un-unified and undecidable element for most companies due to ample competition among different organizations.  Amid all the struggle among companies to vye for a spot to acquire a place in the industry, Microsoft viva sales are stealing the show these days.  As Microsoft announced Viva Sales recently, it integrates seamlessly with Microsoft Teams and other apps curated by Micr ..read more

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 for Dynamics 365 as well as an extensible video or audio Teams meeting experience that seamlessly ties back to Dynamics 365 Sales. Dynamics 365 app for Microsoft Teams enables sellers to engage with audio an ..read more

Microsoft Dynamics 365 Customer Engagement 2021 Wave update has a lot of cool features and enhancements (refer to the Empired post on DYNAMICS 365 & THE POWER PLATFORM – 2021 RELEASE WAVE 1 ). There’re also some issues post enabling Wave 1, 2021 hence Microsoft recommends to test\enable Wave 1 in non-production environment. I recently enabled Wave 1, 2021 for one of the client and found the following issues. Boolean Field – Post enabling Wave 1, boolean field behavior changed from standard Yes\No button to optionset (Yes\No). Note the above issue not only impacts the custom boolean field ..read more

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 Driven Apps‘ in Dynamics 365. Pre-requisites for assigning security roles for new/existing model driven apps. You should be logged-in as Administrator. Steps to manage security roles for Model Driven App – Login as Administrator of Dynamics 365  and select Settings. Under Application Ar ..read more

Microsoft late last year announced deprecating the legacy web client for Dynamics 365 CRM this year , and Dynamics 365 customers who are still using the legacy web client are required to upgrade to the Microsoft Unified Interface before October 1, 2020. But what if your organization isn’t ready to move to the Unified Interface yet? Fortunately, that isn’t the case. Microsoft gives you the option to reschedule your upgrade and ensure you have the time you need to prepare. To reschedule your automatic upgrade to the Microsoft Unified Interface, follow the steps below:   1. Click on the U ..read more

Microsoft late last year announced deprecating the legacy web client for Dynamics 365 CRM this year , and Dynamics 365 customers who are still using the legacy web client are required to upgrade to the Microsoft Unified Interface before October 1, 2020. But what if your organization isn’t ready to move to the Unified Interface yet? Fortunately, that isn’t the case. Microsoft gives you the option to reschedule your upgrade and ensure you have the time you need to prepare. To reschedule your automatic upgrade to the Microsoft Unified Interface, follow the steps below:   1. Click on the U ..read more

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 quick view of the template before selecting it: Preview templates from a list that displays highlighted titles so context is clear prior to making a selection. Benefit from categories to simplify template lookup: View templates via categories, such as those recently used or add ..read more

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 for financial reporting by businesses and other organizations Where are my Fiscal Year Settings in D365? Login into Dynamics Select your D365 application Sales Hub App, CE App. Click on the cog icon (Settings gear icon in top right corner) and select ..read more

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 top right corner) and select Advanced Settings. Under Settings, click Administration and then click on Auto Numbering Note that out of the box in Dynamics 365, only following nine entities are auto number enabled.  Contracts  Cases Quotes Order Invoices Campaigns  Articles Categories ..read more