Category: Dynamics 365 Customer Engagement (CRM)

Business Process Flows in Dynamics 365 are used to help records go through a particular business process, and also help users in creating and updating these records. There are several process flows in Dynamics 365 already set up: For example, the Opportunity Sales Process guides the opportunity through qualify, develop, propose and close. Similarly with the Lead to Opportunity Sales Process. Selecting a stage will display the steps of the stage: Components can be … Continue reading Business Process Flows in Dynamics 365

The Dynamics 365 templates for Visual Studio are not designed for use with Visual Studio 2017. However, you can install the templates on VS2017 at your own risk. To do so, open the Dynamics 365 SDK and browse to the Templates folder. You will see the CRMSDKTemplates.vsix file: Double click to open it. You will get an option to select which version of Visual Studio to install: You will get … Continue reading Installing Dynamics 365 Templates on Visual Studio 2017

Relationship Insights is one of the built in intelligence capabilities in Dynamics 365. It delivers prescriptive recommendations. It looks at data you have both in Dynamics 365 and also emails in your Office 365 to calculate how healthy the relationship is. To use Relationship Insights, go to Settings->Relationship Insights: Accept the Terms: You may get the message below: Turn on Relationship Insights: You will now see this screen: You can expand … Continue reading Dynamics CRM Relationship Insights

The Dynamics CRM ribbon is the navigation of each page. For example, Accounts contain the ribbon: Selecting an account changes the ribbon options (i.e. we see Activate, Merge etc): Selecting an actual ribbon will show: Notice the button OPEN HTML PAGE 1. This is a custom button that is added to the ribbon. This was done through Ribbon Workbench, which adds configuration information to the chosen solution to add buttons, commands etc. We … Continue reading Dynamics CRM Ribbon Customizations

Dynamics CRM has built in duplicate detection capabilities to keep your data clean. Let’s look at how these work. Go to Settings->Data Management. You will see several areas for duplicate detection: Let’s start with Duplicate Detection Settings. Click on this: You have the option here to enable duplicate detection: Now click on Duplicate Detection Rules from the main menu. You will see there are several rules already installed: Check the … Continue reading Dynamics CRM Duplicate Detection

Dynamics CRM has the ability to manage goals. This allows managers to review team and individual goals across different timelines. Goals are accessed from the main CRM menu: Here, we opened Goals from the Sales area. If we were in the Service area, or another area, it would still open the same goals. Selecting Goals opens the My Active Goals view: Clicking on Goal for Q1 (Sample) we can see … Continue reading Dynamics CRM Goals