115 views 26 February 2018 0
Resource scheduling automatically set up the system to schedule multiple bookings on a recurring basis. The Resource Scheduling Optimization solution minimizes overall travel time and maximizes efficient use of all resources. It takes many constraints into account, such as resource availability, skills required, working hours, duration, and time windows to optimize the schedule.
Deploy (admin task):
Step 1: Install Resource Scheduling Optimization for Microsoft Dynamics 365.
Step 2: Sign in
165 views 06 February 2018 0
Microsoft Dynamics 365 dashboards are collections of view lists, charts, web resources, iFrames, and organization insights that can pull in things like website information that can be modified to show key performance indicators and other important data. There are two types of dashboards, user dashboards (user can create a dashboard visible only to them in their work area) and system dashboards (admin or customizer creates or customizes system dashboards that, when published, are visible to
209 views 06 February 2018 0
A business unit is a logical grouping of related business activities. It is the foundation of the security structure in Microsoft Dynamics 365. Each user has to be part of a business unit. There is a default business unit that is created when Dynamics 365 is installed. This is called the root business unit, and it cannot be deleted or disabled–only renamed.
Create a new business unit:
Step 1: Go to Settings > Security.
Step 2: Choose Business Units.
Step 3: On the Actions bar,
127 views 02 February 2018 2
Case in Dynamics CRM is essential feature in term of provide service or help. Case entity provides incident-based tracking for issues that may arise from customers, whether they are external or internal. It is designed to track the process from the initial intake of an incident, tracking the details throughout the remediation process, and through final resolution. You can assign case to either CRM users or CRM teams. Case in Dynamics CRM support feature to track using outlook to create cases
161 views 02 February 2018 1
Microsoft Dynamics 365 Security Model is most important feature. Also users must understand level of security to restrict access based on level of users in organization. Since it is huge system therefore users need difference level of security to restrict data access throughout the system.
Types of Security:
1. Role Based:
Focuses on grouping a set of privileges together that describe the responsibilities (or tasks that can be performed) for a user. Types of security roles are:
159 views 01 February 2018 8
The structure of Microsoft Dynamics 365 Sales Module is core sales oriented feature. Hence, it starts gathering information from any source and store as lead and more on convert it contact, account or opportunity.
Since, Microsoft Dynamics 365 is designed to support the sales process from acquiring a new lead through the close of a sale. CRM has a place to store the contact information for new leads, also a place to track the follow-up communications (such as Phone Calls, Emails, and
139 views 01 February 2018 0
CRM Analytics using Charts in Dynamics 365 present large quantities of data in an organization in a more insightful and graphical way. They are built from the query on the data. When the query is updated for the data, the associated charts also get updated automatically. Dynamics 365 includes system charts (built-in charts that come with Dynamics 365) and user charts (created by users).
System charts in Dynamics 365 Customer Engagement are organization-owned charts and can’t
153 views 01 February 2018 0
The goal management in Microsoft Dynamics 365 allows setting sales, marketing, and other business goals for an organization and measuring the results against the targets. The goal management will help to motivate an organizations work force, furthermore identify successful programs, do better planning, and grow business.
Create goal hierarchy, goals, and targets:
The manager’s goal is an aggregate of the goals assign to the team members. Hence a manager decides on the overall goal for the
159 views 01 February 2018 0
What is Goal metric and Rollup fields and what use of Goal metric and Rollup fields in Dynamics CRM. In this article we learn more about it.
The goal metric entity (Metric) and the rollup field (RollupField) entity are used to specify the goal metric type, participating entities, and whether to track actuals, custom or in-progress data. The goal metric and the rollup fields have a parental relationship in which all operations on the parent record are propagated to the child records.
227 views 25 January 2018 0
Microsoft Dynamics 365 Entities are base of Dynamics CRM customization and integration. Hence it makes Dynamics CRM more flexible.
Entities: The entities uses to model and manage business data in Microsoft Dynamics 365. An entity has a set of attributes and each attribute represents a data item of a particular type. Categories of entities include system (used by Microsoft Dynamics 365 to handle all internal processes, such as workflows and asynchronous jobs), business (part of the