Dynamics 365 Sales Literature
Sales Literature is an area in Dynamics 365 where you can save your brochures, manuals, price sheets etc. To access Sales Literature,…
Read article →ARCHIVE
Author: Carl de Souza
Dynamics 365 Excel Templates
Excel templates in Dynamics 365 are a way to easy create custom Excel reports you can run when needed. To create an…
Read article →
Up-sell and Cross-sell Products in Dynamics 365
When selling products, you may want your salespeople to also upsell or cross-sell additional products. We will go through setting this up…
Read article →
Product Families in Dynamics 365
Product families is a way in Dynamics 365 to assign common properties to products. To use product families, go to Sales->Products. Select…
Read article →
Dynamics 365 Word Templates
To set up Word Templates, go to select a view and select Excel Templates->Create Excel Template: Click Select Entity: Select any relationships…
Read article →
Create Opportunity, Quote, Order and Invoice in Dynamics 365
To create an opportunity, quote, order and invoice for a customer in Dynamics 365, go through the following steps. First, navigate to…
Read article →
Create a Product in Dynamics 365
To create a product in Dynamics 365, select Products from the menu: Enter a new item: Note the option to enter the…
Read article →
Unit Groups in Dynamics 365
To set up a unit group in Dynamics 365, go to Settings->Product Catalog and select Unit Groups: Here you will see active…
Read article →
Connecting to Dynamics CRM through Postman
You can connect to Dynamics CRM/Dynamics 365 through the Postman application. To do so, first create a new application in Azure. Next, open…
Read article →
Tableau Free Install
To install the free Tableau version, go to https://public.tableau.com/en-us/s/download Enter your email address and click Download: Run the download: Click Customize and Install:…
Read article →