Category: Dynamics 365 Customer Engagement (CRM)

In Dynamics 365, workflows can be created through Processes. To access Processes, go to Settings->Processes: Or through Customizations->Processes: We will create a Workflow that sends an email when an Account is Created. Click New. Note workflows can be synchronous or asynchronous (run in background). We will choose asynchronous: This takes us to the Workflow Designer. Click Add Step. This is what will happen when our event, account created, is triggered: … Continue reading Creating a Workflow in Dynamics 365

North52 contains functionality to show an alert box to the user, just as can be done with JavaScript. To do this, create a new North52 formula and select ClientSide – Peform Action. We will create this example on the Account entity: Find the form to run the code against. We will run this on the Account Form on the OnLoad event: Now click on the Functions tab to find the … Continue reading North52 – Alert

Workflows in Dynamics 365 can run under specific scopes. We will go through an example of creating a workflow that will create a task for specific accounts. First, go to Processes and create a new workflow: Note the scope that the workflow can run under. We will select User, with the other options being Business Unit, Parent: Child Business Units and Organization: Next, create a task record to “call the … Continue reading Workflow Scope in Dynamics 365

When using Dynamics 365 Plugins, we have the ability to view the record data before and after changes have been made. Here we will go through an example. First, create a new class library in Visual Studio: Add code:   Now, register a step: Register on Post Operation: We will filter this to run on the telephone1 change: Now, register an image. Select the Update step we created above: We … Continue reading Dynamics 365 Plugins – Pre and Post Images

Dynamics 365 has an auto-save configuration option. After records are initially saved in Dynamics 365, if a user updates a record, the system will automatically save the record every 30 seconds. This behavior can be disabled by going to system settings:  

To set up a new currency in the system, go to Settings->Business Management and select Currencies: Click New: Use the currency code lookup to select a currency: Set the conversion rate: Now, on the Account record, you can set the account’s currency: Now, go to Settings->Product Catalog and select Price Lists: Create a new price list. Set the currency to Euro: Add a price list: Save the price list to … Continue reading Currency Setup in Dynamics 365

Sales Literature is an area in Dynamics 365 where you can save your brochures, manuals, price sheets etc. To access Sales Literature, go to Sales->Sales Literature: This will display all sales literature: Click New to create a new record: Note the options for the subject, and the Type: Save the record. Click to add Sales Attachments: Here you can add documents: Complete the record by adding products and competitors: