Dynamics 365 Customer Engagement (CE) Sales process is a streamlined business process module to generate potential sales opportunity for the business. The sales module covers starting from Lead generation to invoice and order closure and also involves Goal management in some cases. Watch the video below to learn in practical or scroll down to rad…
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Emails are the mostly used communication media in all types of industries. Microsoft Dynamics has a very flexible way to deal with Email activities. Emails are stored as an Activity record in Dynamics 365 CRM. Any business process, which requires to send emails first creates an email activity record in the system then by email router…
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Entity relationship defines how a specific entity record is related to another entity record. In this post we will discuss what is entity relations and details about this topic. We will learn below points in this article, Fundamentals of entity relationship Relationship V/s Connections Types of Entity Relationships Relationship Behaviors How to create Relationships Fundamentals…
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Using Microsoft Dynamics 365, you can use the document management capabilities of Microsoft SharePoint from within Dynamics 365. You can store and manage documents in the context of a Dynamics 365 record on a SharePoint Server, and leverage the SharePoint infrastructure to share, manage, and collaborate efficiently. Because the documents are stored on a SharePoint…
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Microsoft Dynamics 365 uses online synchronization filters to determine which records to synchronize between Dynamics 365 and Microsoft Outlook (using Microsoft Dynamics 365 for Outlook), or Exchange (using server-side synchronization). You can modify the existing online synchronization filters or create new filters to synchronize certain types of records. You can also delete, deactivate, or activate…
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Outlook Integration in Dynamics 365 Introduction One of the most important reason why people use Microsoft Dynamics is to work with all customer communication activities like emails, phone calls, sms on one place. There are two ways we can achieve the integration. · Server-side synchronization · Dynamics 365 for Outlook Here in this session we…
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