Category: Dynamics 365 Customer Engagement (CRM)

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

Below is a list of the Dynamics CRM and Dynamics 365 codenames: Version Name Codename 4.0 CRM 4.0 5.0 CRM 2011 Titan / Polaris 6.0 CRM 2013 Orion 6.1 CRM 2013 SP1 Leo 7.0 CRM 2015 Vega 7.1 CRM 2015 Online Update 1 Carina 8.0 CRM 2016 Ara 8.1 CRM 2016 SP1 Naos 8.2 Dynamics 365 1611 Centaurus 9.0 Dynamics 365 Draco

To create a Lead, go to Settings->Leads: This will display a list of leads. Here you can enter lead information, including: Note the rating: And Status: And Lead Source: Also note this is the Lead to Opportunity Sales Process. The statuses for a lead are: State Status Reason 0 : Open 1 : New 2 : Contacted 1 : Qualified 3 : Qualified 2 : Disqualified 4 : Lost 5 … Continue reading Leads in Dynamics 365

Here is how each of the user interfaces of the different Dynamics CRM versions look. Dynamics CRM 2011 A distinguishing factor here is the left navigation pane. This does not exist in future versions of CRM. Dynamics CRM 2013 The older left navigation has been moved to the top navigation bar. Menu: Form: Dynamics CRM 2015 Menu: Form: Dynamics 365 Menu: Form:  

Dynamics 365 workflows can have wait conditions. For example, if you want to send a follow up email after a record has been created, you can write a workflow to do this. To do this, in your workflow add a Wait Condition: Select Process Timeout and the time period: And enter the wait time: The workflow will now wait before executing the next steps.

Dynamics 365 has workflows that can run either in real-time or in the background. When you create a workflow, you will be presented with this option: View the options available: To convert to a real-time workflow, click the button in the menu: Real-time workflows have several options: These include when to start executing the workflow (before or after record status changes for example) and who to execute the workflow as … Continue reading Real-Time vs Background Workflows in Dynamics 365