The redesigned admin center for Dynamics 365 (admin.powerplatform.microsoft.com) has reorganized many of the settings you’re used to seeing in the legacy view. In particular, your organization’s storage capacity has moved, and can now be found under the “Resources” area of the menu, and the detail pages look a bit different. Keep reading to learn more:
You may have noticed in the last few months that a new option for sorting has appeared in views in the unified interface. This may seem minor, but it’s one of those small features that really enhances usability and should have been there from the beginning! Read More
Dynamics 365 CRM has multiple standard dashboards created by the system and you can also create your own custom dashboard(s). Follow the steps below to create a custom dashboard:
Log into Dynamics 365 CRM and on the Main Screen, scroll down the left side and click on Dashboards then select New, Dynamics 365 Dashboard at the top center of the screen
Is it possible to add a group calendar to Dynamics 365? As of 2020, there is no out-of-the-box solution or workaround to add a group calendar to Dynamics, though third-party plugins/solutions can make this possible. So, instead of going through these options (a quick Google will give you a list of these solutions), I’m going to show you how to A. create a view in Dynamics that displays as a calendar, and B. add that view to Microsoft Teams. Read More
Microsoft Dynamics CRM allows for integration with a multitude of applications that your organization may use today or want to use in the future. Having your CRM, which houses your Client data, integrate with an Accounting or email Marketing application can create operational efficiency by eliminating duplicate data entry, full history of Client communications and provide a more holistic view of your Clients.
Integrating Microsoft Dynamics CRM with other applications is easy and the steps below will provide a high-level overview on how to do so.
Some of the default settings in the Microsoft Dynamics Sales interface have changed slightly and clients prefer using them the way they were traditionally used. One of the settings that’s changed is having the Address Fields populate and appear on the main screen.
Once you’ve migrated to your new CRM and you’ve deduplicated and cleansed your data, you’ll want to verify that the right Users have access have to the CRM and proper access to key components and modules within the system. An account (User Id and Password) will need to be created for each User first for them to have access to the CRM Sales app. Next to update their permissions follow these steps:
Using the Activities functionality in Dynamics is a great way to help stay on top of tasks and client communications. It also allows collaboration across teams throughout your organization. This tip will show you how to use Activities on an individual basis and how to attach it to an account. Activities can also be attached to other record types as well.
A Lead is Qualified and becomes an Opportunity when there’s a high prospect of the deal closing. The workflow in Microsoft Dynamics 365 defaults to creating an Account, Contact and Opportunity once a Lead is Qualified. Keep in mind that the system default settings automatically create the Account and Contact once the Lead is Qualified unless otherwise specified. Follow the following steps to qualify multiple leads simultaneously:
By pinning frequently used Apps and Menu Items in the Unified Interface, you create a denser and more efficient way to navigate the User Interface. Instead of needing 3 clicks to reach an Account screen, you can minimize it to 1 and instead of scrolling down multiple screens to Details, it can be saved and accessible as the first screen you see.