Lets there is a scenario where customers are calling to customer representative and the customer represtative has to store this information as a service case in Dynamics 365 customer engagement application. Now lets see how this can be done. First of all we have to navigate Sales App and then select the record where the…
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Dynamics 365 Customer Engagement provides a very flexible way to import data into the system using robust Data Import in-built tool and it automatically maps the columns from excel sheets to entity fields. Lets say we have an excel sheet with below data. Now we want to import to our Dynamics 365 CE Contact entity.…
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Goal management is a very important process of every organization to achieve a targeted aim. Lets say an organization set a goal to increase its revenue by $2 Million in next quarter. So to achieve this organization assign goals to each sales person and the goals get evaluated at the end of the next quarter…
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For Bulk Field Inline updates Dynamics 365 provides a very flexible way called as “Editable Grid Control”. Lets say, An User wants to update two fields (Email and Address) of 20 Leads record then how to achieve the task? User opening every record to update those fields for all 20 records is very time consuming…
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Previously we have worked on Optionsets which allows us to select an item from a list at one time. But Dynamics 365 introduces a new data type called as “Multi-select Optionset” which allows us to select multiple items at one time. Here we will do some practical sessions to undersnad how this Multi-select optionset works…
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The Project Service Automation (PSA) module helps organizations efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing. Project managers rely on software applications to track and manage the delivery of projects. Typically, the first step after finalizing the project charter is to build the work breakdown structure. The…
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Field Service Module is the basic need for Customer Site Visit Management system. in this module businesses deal with below processes. The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling, and mobility to set mobile workers up for success when they’re onsite with customers fixing issues.…
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Customer Service module is one of the crucial module in Dynamics 365 Customer Engagement Business Application. Watch the video below for more practical or scroll the article to read more. The Customer Service Module deals with below entities. Case Service Activities and Calender SLAs Queues knowledge base Entitlements Every organization must have a sort of…
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Every organization spend a lot money in the marketing of their business products and services. SO streamlining of the Marketing department and process is must. Dynamics 365 CE provides a very flexible way of handling all Marketing issues of all types of Businesses by providing built-in entities to store marketing data and robust insight for…
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