Category: Dynamics 365 Customer Engagement (CRM)

Excel templates in Dynamics 365 are a way to easy create custom Excel reports you can run when needed. To create an Excel template, go to Settings->Templates: You will see the page. Select Document Templates: Here you will see the available templates view: With the option to change the view: Select New. You will have the option to select Excel Template and Word Template. You can also access this screen … Continue reading Dynamics 365 Excel Templates

When selling products, you may want your salespeople to also upsell or cross-sell additional products. We will go through setting this up in Dynamics 365. To do this, open a product and go to Product Relationships. For example, below I have a Sony TV: The Product Relationships window opens. Note the options: Up-sell Cross-sell Accessory Substitute First, we will select Up-sell and select a product: Note the direction: Uni-directional. This … Continue reading Up-sell and Cross-sell Products 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 Add Family: Enter the required information. Note you can specify a parent and also a date range. Here we will add a family for Televisions: You can also create a family and define a parent family, e.g. Televisions->Plasma Televisions: Now, create a property. We will add “Screen Size” … Continue reading Product Families in Dynamics 365

To set up Word Templates, go to select a view and select Excel Templates->Create Excel Template: Click Select Entity: Select any relationships and click Download Template: Open the downloaded Word document. From the developer tab, select XML Mapping Pane: Right click on a field and select Insert->Plain Text: The field will now appear in the document: Back in the view, select to Upload a Word Document:   Now, select an … Continue reading Dynamics 365 Word Templates

To create an opportunity, quote, order and invoice for a customer in Dynamics 365, go through the following steps. First, navigate to Opportunities: Click New to create a new opportunity: Enter required fields and save the record: Note the different areas of an opportunity: Stakeholders Sales Team Competitors Product Line Items Quotes Select Product Line Items and enter a new price list: Click + to select a new product or … Continue reading Create Opportunity, Quote, Order and Invoice 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 unit group: Once you select the unit group, you can select the default unit: If you select a Unit Group, you will see they have multiple Units: And a unit has a quantity and base unit: Once a product is saved, the status is Draft. Click Publish: Once … Continue reading Create a Product 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 unit groups: You will be prompted to enter a Name and Primary Unit: Enter a group for Furniture: Select Add New Unit: Enter a new unit, e.g. Table: And another: The unit group can now be assigned to a product in Dynamics 365.

You can connect to Dynamics CRM/Dynamics 365 through the Postman application. To do so, first create a new application in Azure. Next, open Postman. I use the Chrome version, accessed in Chrome by: chrome://apps In Chrome, select OAuth 2.0 as the authentication type: Click Get New Access Token: This opens the window below: Enter the information as follows: Auth URL: https://login.windows.net/common/oauth2/authorize?resource=https://yourcrminstance.crm.dynamics.com Auth Token URL: https://login.microsoftonline.com/common/oauth2/token Client Id: Your Id From Azure as described in … Continue reading Connecting to Dynamics CRM through Postman

To get Entity Metadata using JavaScript, we can use EntityDefinitions. For example, to get the entity definition for the Contact entity: We use the URL: https://yourcrm.crm.dynamics.com/api/data/v8.2/EntityDefinitions(LogicalName=’contact’): To select a particular field, for example, color: https://yourcrm.crm.dynamics.com/api/data/v8.2/EntityDefinitions(LogicalName=’contact’)?$select=EntityColor: