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Month: October 2020

How to add Users in Dynamic 365 Application

As a part of product configuration every organization creates user for their Dynamics 365 platform or import users from excel sheets. In this post we will see below points. How to create a user for online Dynamics 365 How to search the user in Dynamics 365 How to assign security role for that newly created…
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Working with Goals in Dynamics 365 Customer Engagement

Goals are very important part to any organization, as they can be used for compensation, bonuses, or even advancement within an organization. Dynamics 365 provides the ability to define and work with goals. Some examples of goals might include: A salesperson might have targets for a certain amount of ‘won’ opportunities where ‘in-progress’ and ‘won’…
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