Dynamics 365 CRM Sales process is a streamlined business process to generate potential sales opportunities for the business. It is intended to help an organisation follow a set of pre-defined steps that when followed correctly help attain the best possible opportunity of a sale. Let us see how Microsoft Dynamics 365 sales process works, the life cycle of a typical sales process and the entities involved in it.
(more…)In Dynamics 365, you can automatically create records such as cases and leads from incoming emails.
Approach to achieve this requirement:
1. Create a Queue
2. Mailbox Configuration
3. Automatic Record Creation and Update Rules
As a Microsoft Dynamics 365 consultant we often need to work with Email templates. Email templates save time while creating multiple Email messages. In Dynamics 365, specifying dynamic values from out-of-the-box entities is fairly straight forward but to add dynamic values from custom entities requires tweaking. Dynamics 365 does not provide an out of box option to populate the field values from a custom entity in Email templates.
(more…)One of the great features of Dynamics 365 is the ability to import records into the system. Import in Dynamics 365 Customer Engagement can be used for creating new records, as well as updating existing records. Below are the steps to import data in dynamics 365:
Step 1: Get your import file ready
Most of the time we face fatal error during the installation of Report Authoring Extension because of that we are not able to complete the setup. We get this error if we try installing multiple times report authoring extension setup files on the same machine or installed wrong version in the first installation.
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