Articles about features of Dynamics 365 apps from Microsoft
Starting in version 9.0 online, the following entities have a read-only field called productnumber: Quote Product (quotedetail) Order Product (salesorderdetail) Invoice Product (invoicedetail) The field is a read-only copy of the Product ID (productnumber) field from the related Product. Interestingly the field is not available on Opportunity Product nor is it available in Dynamics On-Premises.
Kits have been available in the product catalog from the earliest days of Dynamics CRM and they can still be used. But they have been replaced by Bundles. This article compares the two. For both Kits and Bundles, the idea is to sell a group of products together, perhaps with better pricing for the customer …
It seems that selecting more than 50 leads and then clicking Disqualify doesn’t work. When I last tried this, I received an error. Having logged a support call with Microsoft, the response was that it is by design.
Entitlements replaced contracts in Dynamics 365 Customer Engagement/CRM some time ago, This article describes some scenarios I’ve encountered. Date Coverage only Looking at an entitlement form, the Allocation Type and Decrease Remaining On fields are business required. The only options for Allocation Type are: Number of cases Number of hours The contracts entity template had …
In the “classic” or “legacy” web interface, settings for Service Management are located at Settings | Service Management. The Oct 18 Business Application release notes announced that service management settings will be available in the unified interface in the customer service hub. Three settings are still only available in the web interface: Routing Rule Sets …
Service Management Settings in the Unified Interface Read More »
There are several solutions, provided by Microsoft, to provide analysis of customer data in Dynamics 365. Relationship Insights Embedded Intelligence Features include: Relationship assistant Email engagement Auto capture https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/configure-enable-embedded-intelligence (As of 22nd Jan 2018) This is still in preview and is enabled in System Settings on the Previews tab Dynamics 365 for Customer Insights Azure based SaaS …
Microsoft Bookings is a free app from Microsoft for scheduling and managing appointments. It is aimed at small businesses. It is included in in Office Business plans but as of Nov 2017 it can be added to any Office 365 tenant as a free add-on, look for the Business Apps (see this article for more …
Managing recruitment, onboarding, development of staff. See https://dynamics.microsoft.com/en-us/talent/capabilities/ Includes: Attract, Onboard and Core HR apps. The Attract and/or Onboard apps are available without Core HR. See https://dynamics.microsoft.com/en-us/talent/overview/ for pricing. Available with full or team members subscription license. Minimum purchase: 5 full subscription licenses (this can include Dynamics 365 Plan or Unified Operations Plan – which …
Over the past year or so Microsoft has changed the branding of Microsoft Dynamics NAV in the cloud so you might well be confused. Here is my understanding from a slide shown at Directions EMEA in Oct 2017. Note that “Tenerife” is a code name pending formal annoucement of a product name. Cloud On-Premises …
Evolution of Dynamics Financials/Finance and Operations/Tenerife Read More »
Confused about what each of the Microsoft Dynamics products can do? Here is a table that might help. Feature Microsoft Dynamics CRM Yammer Office 365 Microsoft Dynamics Marketing Microsoft Social Engagement Parature ADX Portals Marketing Some capability, not updated for many years Dedicated to Marketing functionality Discussions Activity feeds introduced …