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Sales Pipeline in Dynamics 365

The sales pipeline involves qualifying leads until new customers buy products. Companies have different interpretations of what it means to qualify a lead. The key is that however a company qualifies a lead, their salespeople do it in a consistent way, so that the pipeline and forecasting is accurate. In Dynamics 365, the sales pipeline is something like below, but can be customized depending on business requirements: A lead is … Continue reading Sales Pipeline in Dynamics 365

USD – DisplayMessage Action

In USD, there is an action called DisplayMessage. This action displays a message box to the user. For example, if we create an action on DesktopReady to display some text, note we can provide the actual text of message box and the caption: When USD loads, you will see the message:  

Shortcut to Dynamics 365 Solutions

When building Dynamics 365 solutions, you may want to save an internet shortcut to get to the solutions page quickly. The shortcut is: <yourorg>/tools/Solution/home_solution.aspx?etn=solution For example below, my web page is bookmarked to this page here, so any time I need to see the solutions quickly, I can get to it from the bookmark:  

Dynamics 365 Manage Licensing and Pricing

There are different subscriptions associated with Dynamics 365. Note this pricing changes often. This is more of a guide on how to manage your subscriptions in the Office 365 portal. Pricing can be found on Microsoft’s website at: https://www.microsoft.com/en-us/dynamics365/pricing On the website, you will see 2 different tabs for Enterprise Edition and Business Edition. The Enterprise Edition looks like below: The Business edition consists of: In the Enterprise edition, under each … Continue reading Dynamics 365 Manage Licensing and Pricing

Dynamics 365 User License Types

Dynamics 365 has different licensing options. Here we will look at the different types of users. Full Users are described as users that require the full rich business applications functionality, such as Salespeople, Finance employees etc. There are also users that do not require this full functionality. These users perform duties such as: consume data or reports complete light tasks like time or expense entry and HR record updates be … Continue reading Dynamics 365 User License Types

Dynamics 365 Get Current User from C#

In Dynamics 365 when running C# code, you may want to get the current user. We will go through an example if we were to run this from a console app. First, create a new console app in Visual Studio: From NuGet, add: Microsoft.CrmSdk.CoreAssemblies Microsoft.CrmSdk.XrmTooling.CoreAssembly Add using: using Microsoft.Xrm.Tooling.Connector; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; Add the code. We will first get the user id, then perform a retrieve to … Continue reading Dynamics 365 Get Current User from C#

Goals and Targets in Power BI

In Power BI, a common requirement is to display progress towards meeting a goal. For example, if you want to track monthly progress of salespeople vs their targets. To do this, first create a new Power BI report. In our example, we have 2 tables: Goals – which holds the targets for each salesperson Sales – which holds sales transaction records We will keep this simple and not use dates. … Continue reading Goals and Targets in Power BI

Dynamics 365 Server Side Sync Setup

Server Side Sync is a way to synchronize email and other supported entities between an email server and Dynamics 365. Here we will go through setting up server side sync. To set up Server Side Sync, go to Settings->Email Configuration:   Select Email Server Profiles: Here you will see email server profiles. Select New to create a new profile. You can enter select: Exchange Server (Hybrid) Exchange Online POP3/SMTP Server … Continue reading Dynamics 365 Server Side Sync Setup

Adding a Visual Studio Website Solution to Visual Studio Team Services

In this post we will add an existing website project to Visual Studio Team Services. First, create a project in VSTS. Log into https://visualstudio.microsoft.com/team-services/: Select New Project: Enter the project details, and select the version control type: Git Team Foundation Version Control Select the Work Item Process: Agile CMMI Scrum Click Create. Now, open the project you created earlier in Visual Studio. We have a project that is a website: … Continue reading Adding a Visual Studio Website Solution to Visual Studio Team Services