Opportunities and Calculating Revenue in Dynamics 365

When closing opportunities in Dynamics 365, we can determine how the actual revenue field is calculated, whether it is system calculated (by adding quote amounts) or user calculated (entered manually). Here we will go through how this works. First, open the Opportunity entity in Customizations and open the field isrevenuesystemcalculated. You will see there is a default option for either System Calculated or User Calculated. Change the value to System … Continue reading Opportunities and Calculating Revenue in Dynamics 365

Installing Field Service for Dynamics 365 (Online)

In this post we will go through installing Field Service for Dynamics 365 Online. Go to App Source and refine by product Dynamics 365: Scroll down and you will see Dynamics 365 for Field Service: Click on Free Trial: You may be prompted to enter your email address: Click Continue: Click to Agree: Now in the Administrator Portal you will see Field Service. Click Install: And Install: The status will … Continue reading Installing Field Service for Dynamics 365 (Online)

Opening a Quick Create through JavaScript

In Dynamics 365, we can open Quick Create forms through JavaScript. Through Xrm.Utility, we can call openQuickCreate. This takes the parameters: Xrm.Utility.openQuickCreate(entityLogicalName,createFromEntity,parameters).then(successCallback, errorCallback); From the documentation, we can see the parameters required: Name Type Required Description entityLogicalName String Yes The logical name of the entity to create. createFromEntity Lookup No Designates a record that will provide default values based on mapped attribute values. A lookup object has the following String properties: entityType: … Continue reading Opening a Quick Create through JavaScript

Email Engagement in Dynamics 365

Email Engagement is a feature of Relationship Insights in Dynamics 365 that helps salespeople with how customers are interacting with emails sent from Dynamics 365. To enable it, go to Settings->Relationship Insights: Click on the Email Engagement: You may see this message: Click to turn on Email Engagement: Now, create a new email in Dynamics 365. Note the email must originate in Dynamics 365 as opposed to Outlook. You will … Continue reading Email Engagement in Dynamics 365

Relationship Assistant in Dynamics 365

The Relationship Assistant is a feature of Relationship Insights in Dynamics 365 that tracks activity and provides intelligent feedback to the Dynamics 365 user. To configure it, go to Settings->Relationship Insights: Select Relationship Assistant and click to enable. Note the options available: Now, we will show how this is used. When a customer sends you an email, you will be able to go into the contact record and see the … Continue reading Relationship Assistant in Dynamics 365

Install Live Assist for Dynamics 365

To install Live Assist for Dynamics 365 by CafeX, go to your Dynamics 365 Administration Center. You will see Live Assist. Click Manage: Click Accept: Click Submit: You will see the following message: Once installed, you will see the welcome message: Log into the portal at: https://admin.eu1.liveassistfor365.com/portal/ The welcome email includes links to a YouTube video:  

Activities in Dynamics 365

Activities in Dynamics 365 consist of: Task Email Appointment Phone Call Letter Fax Service Activity Campaign Response Approval Booking Alert Let’s look at the first of these. First, go to Activities located in each of the Dynamics 365 areas, under My Work: You will see the view below: Before beginning, note the ability to synchronize this with Outlook as well. Under system settings, enable synchronization of Appointments, Contacts, Tasks: Task … Continue reading Activities in Dynamics 365

Dynamics 365 Auto Capture

Auto Capture in Dynamics 365 is a feature of Relationship Insights that automatically captures information from your email that can be applied to Dynamics 365 records. To enable it, go to Relationship Insights and set Auto Capture to Yes: Next, go to Settings->Relationship Insights: Select Continue: Go to the Auto Capture tab and turn on. Click Save:   Now, on an Account record, I have a primary contact. I receive … Continue reading Dynamics 365 Auto Capture

Adding a Power BI Dashboard to Dynamics 365

Dynamics 365 can show a whole Power BI dashboard. To do this, create a dashboard in Power BI. Then, in Dynamics 365, select New->Power BI Dashboard: You will see your dashboards, with the option to enable for mobile: Click Save. The dashboard will now appear fully in Dynamics 365.  

Dynamics 365 Mobile Performance and Client Customizations

In Dynamics 365, you can publish client customizations that can also be used by users on mobile devices. One issue with this, is the first user to use a new customization may experience performance issues, as the metadata package downloads. In order to get around this, Dynamics 365 has an option to “Prepare Client Customizations” once customizations are ready. To use it, create a customization as you normally would. Then, … Continue reading Dynamics 365 Mobile Performance and Client Customizations