Customers are crucial to the success of any business. When you build your business focusing primarily on giving the best experience to your customer, your business is going to bloom. Your profits are going to multiply each year. Dynamics 365 for customer service is one of the best ERP solutions that you can find in the world.  It will help in streamlining the processes in all the departments to make your business customer-friendly and customer biased. When customers know that you value their association, they are going to stay with you for a long time becoming your loyal customers.  People who never used this ERP solution may not know how to find what they want. Here is a topic that you should learn as it will be quite helpful to you in the long run. Data Integration project support two types of executions Manual and auto-refresh i.e. schedule-based refresh. For a manual refresh, we have to select the project and click on run. In this blog, we will learn how to create a schedule to run an Integration project at a specific date and/or time. First, go to Admin Center Go to the Data Integration -> Projects and click on the ellipses of the project to be scheduled and click on Schedule We will get two options a. Run Manually b. Run on specific day and/or time  Now let’s schedule the project, in this example we going to schedule the project every hour starting at 17-Aug-2019 to 30-Aug-2019, and it should run form 12 AM to 2 AM. After scheduling click on save We can schedule the project in another way also, to do this  go to the scheduling after selecting on the Integration project After clicking on the project following window will open and then click on the Scheduling and same scheduling window will appear. In this way we can create schedule-based refresh for the Integration project

Error handling is very important part of any integration project, it is also very important to fix the issue when it is recognized, so it is very important to take action to resolve it earliest. In the Integration project of CDS we can setup email alert option in following way. First go to Admin Center Go to Data Integration -> Select the project -> Go to Scheduling Following window will appear Tick the checkbox and specify the email address on which we wanted to receive the alerts and click on save. In this way we can set up the email alert notification for Integration progress in CDS.

For Line Item entities Opportunity Products, Quotes Products, Order Products or Invoice Products, you can chose what type of Discount you want to give out. This is a simple Organization-wise setting  that you’ll need to set to define how Discount should be given on the Line Item level. System Setting Navigate to System Settings and under Sales tab, find this setting You can chose either between Line Item or Per Unit. Discount Behavior Line Item Now, when the Discount method is set to Line Item, the Discount value will be given to each of the Line Item regardless of the Quantity In the above example, the Discount $50 is applied to the entire Line Item entry of 2 quantities of the commodity of the price $1200 is 2 x 1200 = $2400 – $50 = $2350 ($50 Discount given to the Extended Amount) Per Unit And in case of Per Unit, the Discount amount of $50 is given to each Quantity in the Line Item In the above example, the $50 Discount is given to the quantity of commodity of worth $1200 each. i.e. 2 x $1150 ($50 Discount given to each Price Per Unit amount) = $2300 Hence, it vital what setting you want to use while giving Discount to Line Items in D365 Sales Hope this helps! 🙂  

Introduction In this blog we will see how to use the Email Engagement functionality from Dynamics 365 Customer Engagement Pre Requisites 1. Dynamics 365 for Sales Implementation Step 1: To enable Email Engagement we can simply, navigate to Settings > AI for Sales > and accept the terms and agreements Once Accepted, we have to grant permissions for Email Engagement Here we must click on Grant Permission and provide consent on behalf of the organization as shown on the screen below Once configured correctly, the below message will be shown Step 2: Now let’s try sending out emails and tracking, when we create on new Email Activity, we get the following details Step 3: Here in this example we will look at how we can track if an email is opened. In “Set a reminder to follow up on this email”, we have set a reminder to remind us at a set time, and we have also added comments as shown below We also have other options in conditions as shown The reminders can also be changed/removed once it has been set Once the record is opened, appropriate cards are shown in the relationship section, as shown below Step 4: Once the reply is tracked in the system, the replies to the emails are also visible in the sent email timeline shown below Step 5: If there are any links, in the Email body, they are tracked, and the Link Clicks are also recorded, as shown Note: The opens and links clicks take some time to reflect in the system. Hope this helped!

Introduction In the previous blog we looked at how we can register Email opens, Link Clicks and View Replies to a mail in D365 Customer Engagement using Email Engagement. In this blog we will see how we can follow emails to use the same feature using Dynamics 365 for Outlook App. Pre-Requisites Dynamics 365 Customer Engagement Dynamics 365 App for Outlook Implementations Step 1: While composing an email in Outlook, before sending the email, we click on the Dynamics 365 App for Outlook sign Step 2: Before following an email, first we must track it. There are two options, we can either Track without setting the Regarding  Or “Set Regarding” on the mail  Step 3: Once tracked, click on the follow option as shown Step 4: In the next tab, click on “Follow this Email” Step 5: After following, a completion message will be shown After this, when the email is sent, the email will be tracked in CRM, along with email engagement details. Hope this helped!

Introduction In this blog we will take a look at how we can follow records automatically in Dynamics 365. As the name suggested when we follow any particular record, we can get details of that record in our activity feed. This can then be displayed on the dashboards in CRM. Following a record can also be done automatically based on come criteria. Implementation Step 1: For this demonstration we will look at a case where I would like to follow a lead only when the Rating of that lead turns to “Hot”. Step 2: First we create a workflow on Lead Entity as shown below Below is the configuration of Create Follow record properties Here on update of the field Rating, we check if the rating is “Hot”,  if true then to follow the record we create a follow record Step 3: Now we change the Rating of the Lead “Darren Parker” from “Warm” to “Hot”. Step 4: If we refresh the page we will see the Unfollow button is present, as the record is already followed. Step 5: In the View > Leads I Follow, we can see the followed Lead Step 6: If someone creates posts on this record, it will be shown on my timeline. Here I have added the Timeline view on the Sales Overview Dashboard and we can see I am able to view the post as this record is followed. In my next blog we will look at how we can create automatic posts to view specific details of the followed records on your dashboard. Hope this helped!

Introduction In this blog we will look at how to create automatic post based on criteria. In my previous blog we saw how we can follow records automatically, based on some conditions. Both these scenarios could be clubbed to use the system more efficiently Implementation Step 1: For this demonstration, we will create a post on a lead, when the Annual Revenue is updated and the value is greater than 5K. For this we have designed a workflow with the following configuration. In the Create Post, the properties are as shown below Step 2: Now when we change the Annual Revenue of a Lead above 5K, a post is created on the record as shown below Step 3: Now, if this lead is already followed and the Timeline view is set on the dashboard, we could also see these posts on the Dashboard as shown below Here in this case we, we have taken a simple example on creating posts, this could be configured as required in the workflow. To find more details follow my blog “Stay updated using the “Follow” Capability in Dynamics 365 Customer Engagement“. Hope this helped!

Introduction: With update of Microsoft dynamics many new exiting features has been introduced in Dynamics 365 sales one them is Unified Interface with Navigation. By default, form December organization will start receiving the new UI. But if you are still interested you can enable it by yourself. Description: To enable the UI navigation you need to have organization Id, You will find the organization id can be found at Developer resource. To get the organization id you need to follow the below path 1. Go to setting -> customizations -> select “Developer Resource”. Highlighted in red is the organization Id. Once you have organization id you need to execute a small script in developer script console. To do so you need to press key F12. Also you need to make sure that you are logged in to the same system where you want to change the UI. You can see that navigation has change from old to new UI. Conclusion: Hope this blog help you to use make UI look and feel more better and comfortable

Introduction: With update of Microsoft dynamics new exiting features has been introduced in Dynamics 365 sales one them is Reference Panel. Description: While putting the Quick create or any subgrid in a section extra space gets added which looks weird. Most of us has feel the same situation. But with the introduction of “Reference Panel” we can now overcome this issue. Solution Let’s start with adding a reference section and view 1. Go to setting -> customizations -> select “Customize the System”. 2. Open the account entity Form. Now you can add the Reference panel by adding the section. If you try to add more than 1 Reference Panel you will receive below error. After adding the reference panel, you will not be able to identify the which one is the general section or reference. There is only way to know if it is reference panel, as name of reference Panel is generated by default as you can see in the below screen shot. I have added below two grids on account record. After adding you need to save and publish. Now go to account record and refresh the page you will able to see the sections with no extra space as you can see in the below screen shot. Conclusion: Hope this blog help you to use reference panel wisely.

Introduction: This blog explains how to rename the Dynamics 365 Sales Entity Scenario: In this we will rename Account Entity To Company. Steps: 1. Rename the Entity. Go to your solution. Select the entity and change the Display Name and Plural Name of entity. Save and Publish your Customizations. 2. Export Translations Click on Translations –> Export Translations. Extract the downloaded .zip file.  Open the CrmTranslations.xml file in Excel 3. Now we have to make changes in CrmTranslation file.  Steps: a. Unprotect all the sheets. Go to Review tab –> Click on Unprotect Sheet button Repeat this for all the sheets. Information Display Strings Localized Labels b. Go to Display Strings Sheet Highlight the whole column C Find and Replace (or press Ctrl-H) Open Options on the Replace window and ensure that Match Case is ticked You need to replace the plural names first and then the singular names. Find – Accounts, Replace with – Companies Find – accounts, Replace with – companies Find – Account, Replace with – Company Find – account, Replace with – company c.  Go to Localized Label sheet. Highlight the whole column D and repeat the steps performed in Display Strings sheet. d. Save the file. 4. Import Translation File Create .zip file. Make sure you select both the files and zip them rather than zip the folder. Go To solutions. Click on Translations -> Import Translations. Choose your .zip file and click import. Publish your Customization after Successful Import. Now you can see  changes Account entity is renamed as Company.