Author: Carl

Here we will go through closing an opportunity in Dynamics 365. First we will create an opportunity. To do this, go to Sales->Opportunities: This will open the opportunities: Select New to create a new opportunity: Enter new products: Notice the options for Close as Won and Close as Lost. Clicking Close as Lost, we see: The status reason has the options: We can also select the actual revenue and competitor. … Continue reading Closing an Opportunity in Dynamics 365

In Outlook, you can track emails in Dynamics 365 using the Outlook App for Dynamics 365. To do this, log into Outlook and select a message from your customer: Next, click on the Dynamics icon in the top right: Click on regarding to set You will see the message: You will now have the option to view the email in Dynamics 365: This will open a panel in Outlook displaying … Continue reading Tracking an Outlook Email in Dynamics 365

Emails in Outlook can be automatically tracked in Dynamics 365. To set up email tracking, go to System Settings and select the Email tab: Here you will see options on how emails will be tracked: This includes: Folder level tracking. Once rules are set up, exchange folders will automatically track email messages Correlation. Depending on certain conditions, emails will automatically be tracked. There are 2 ways emails can be correlated: Using a … Continue reading Dynamics 365 Automatic Email Tracking

UPDATE: If you’re using Unified Interface Apps, check out this updated post: https://carldesouza.com/overriding-the-retrievemultiple-integration-pattern-updated-for-unified-client-interface/ There are different ways to integrate data with Dynamics 365. In this post, we will look at overriding the RetrieveMultiple through a plugin so we can display data from a 3rd party system on a form in Dynamics 365. Let’s say for our accounts, we would like to link to a retail sales database to pull in products … Continue reading Overriding RetrieveMultiple Pattern to Integrate with Other Systems – D365