One of the general requests we all hear from our users is that they would prefer to use a Dialog window to work on related records instead keep navigating from one back and forth across forms.Wells the good news is here. In the upcoming 2020 release of power platform, we will be able to open a main form as a model dialog directly from another main form. This will greatly…
Dynamics 365 2020 release wave 1 has added many exciting features in the Sales Forecast model. They have introduced 2 templates based on Org chart and Territory to design forecast on either or both model. They might be introducing Product-based forecast template soon. Before we start, this is gonna be a long ride, but in my defence, I couldn't have written it any shorter. First, let's check out the official…
Power Platform 2020 release wave 1 feature list is out and few of these features are available for early access.Microsoft's team has improved the grid column filtering & Quick Find search experience on a grid in this release. Well, let's check out these features in detail. Quick Find search experience on a grid In Dynamics 365 or any Model-Driven app, if we want to quickly search a record in an…
If you have ever used Dynamics 365 solutions in the past, you might have stumbled upon this feature. I just found out about the change in UI and other feature while I was attending one of the Microsoft Airlift training and I accidentally click the shortcut key to open up this feature. What is the Performance Center? It is an inbuilt tool that can be used to quickly analyse the…
A few months back, I wrote an article on the introduction to Sales Insight Cards when it was in preview mode. Now, as part of the October release, Microsoft has enveloped insight cards under Assistant Studio.Using Assistant Studio, we can create and manage insight cards from within Dynamics 365. We don't need to jump back and forth between MS Flow and Dynamics 365 to manage cards. To utilize the full…
Action cards help keep you up to date with your work in Dynamics 365 for Sales, letting you know when you need to follow up on an email, attend a meeting, and much more. They are displayed throughout the application to provide relevant information for the context you are working in at the moment. They are generated by the relationship assistant based on data stored in Dynamics 365 for Sales and…
Although I am still trying to get my head around how I did it, I finally cleared MB-210. Hence, I got my first badge from the latest Dynamics 365 certifications. I am now a Dynamics 365 for Sales Functional Consultant Associate. 😎Now I would like to share my experience and insights with all of you so that you can get your copy of the new badge. Let's get started. If…
If you have used Dynamics 365 for Sales, then you might be familiar with Goals. Guess what, Goals just got a new brother called Sales Forecasting. Sales forecasting helps users in situations where external checks and adjustments need to be accounted for. It's also a great way for small and midsize organizations to adopt the forecasting process before stepping up to predictive forecasting.It helps organizations to project how much a…
Now, what are these Industry Accelerators? Microsft has been gathering feedback from SI, ISV and Partners and hence they have released Industry Accelerators to rapidly build industry-focused solutions on top of our Business Application and Intelligence Platforms.These accelerators extend the Common Data Model to include new entities to support a data schema for concepts within specific industries. What's in for the ISV & Partners? These Industry Accelerators build on top…
If you are Dynamics 365 Developer or Customer and have used Leads and Opportunity records, most of the time we associate activities with these records to provide a consistent guided path for Sales Person. To achieve this task, people have been using Plugins or Workflows to create and associate activities with Leads and Opportunity. Microsoft has introduced a new feature in Dynamics 365 Sales, called Playbooks, to guide team members…