Configure Power BI template apps to work with Dynamics 365 Sales

You must perform the following steps to configure Sales Analytics for Dynamics 365 Sales or Process Analytics for Dynamics 365: Review the prerequisites.Install the Power BI template app.Connect your Dynamics 365 Sales organization to the Power BI template app.Configure the refresh frequency for the Power BI dataset.Publish the application within your organization.Enable Power BI reporting … Continue reading Configure Power BI template apps to work with Dynamics 365 Sales

Sales Forecasting: Activate and upload simple columns data

Use the Activate & add quotas step to activate the forecast and make it available for users. After the forecast is active, you can download a template (Excel workbook) and upload it back with data, such as quotas and sample column types for all users who are defined in the forecast hierarchy. Note: At a time, you … Continue reading Sales Forecasting: Activate and upload simple columns data

Sales Forecasting: Choose layout and columns

In the Layout step of the forecast configuration, you can configure columns to define the forecast grid that appears for users. You can configure roll-up columns from option sets that are defined for opportunities in your organization. Perform the following steps to add columns and configure the forecast grid: Add columns from an option set.Configure columns.(Optional) Apply … Continue reading Sales Forecasting: Choose layout and columns

Sales Forecasting: Provide viewing permissions

In the Permissions step of the forecast configuration, you define which team members can view and adjust the forecast data at each level of the hierarchy. Also, you can provide access to users who have specific security roles to view the forecast. To set viewing permissions In the User security field section, choose User lookup field. Choosing this field determines … Continue reading Sales Forecasting: Provide viewing permissions

Sales Forecasting: Define general properties and scheduling

Using the general properties and scheduling options of the forecast configuration page, you can define a forecast model by specifying a hierarchy and timeframe. To enter configuration and scheduling information In the General step, enter a descriptive name for the forecast. For example, SPEGA's Org FY 2020 Forecast. NOTE: By default, Rollup entity is configured as Opportunity. This value can't be … Continue reading Sales Forecasting: Define general properties and scheduling

Sales Forecasting : Select a Forecast Template

You must select a template to create a forecast. The selected templates populate the Hierarchy route field that defines the entity type in your hierarchy. To select a template, go to the Forecast configurations page and select one of the following templates: Org chart forecast: Roll-up columns and projections are based on your organization's reporting structure. This template uses … Continue reading Sales Forecasting : Select a Forecast Template

Sales Forecasting : Configure forecasts in your organization

A forecast helps your organization predict how much revenue your sales team will generate in a given time frame. When done correctly, forecasting can play a significant role in your company's success. By using a forecast: Sellers can track performance against their targets and identify pipeline risks that might jeopardize their ability to hit their … Continue reading Sales Forecasting : Configure forecasts in your organization

How to Setup POP3/SMTP email configuration in Dynamics CRM

Introduction: This blog explains how to Setup POP3/SMTP email configuration in Dynamics CRM. Steps to be followed: Step 1:  Create new Email Server profile. a. Go to Settings –> Email Configuration –> Email Server Profile. b. Click on + New –> POP3/SMTP server. c. Fill Details in the form. Name: Gmail Incoming Server Location: pop.gmail.com Outgoing Server Location: smtp.gmail.com Now Go in … Continue reading How to Setup POP3/SMTP email configuration in Dynamics CRM

Dynamics 365 Workflow vs. Microsoft Flow

Microsoft Flow is Microsoft’s online service that automates workflows across multiple web-based services. These services include Microsoft services like Dynamics 365, SharePoint, Office, OneDrive, OneNote, and others, as well as many third-party services, like Dropbox, Google Drive, Gmail, GoToMeeting, and even Salesforce.com. The introduction of Microsoft Flow has many people asking “when should I use … Continue reading Dynamics 365 Workflow vs. Microsoft Flow

Use The Right Tool For The Job in Dynamics CRM

Microsoft Dynamics CRM offers users a variety of methods for users to analyze data. Out of the box we have views, filters, advanced find, record counts on views, report builder, charts, dashboards, Excel exports, pivot tables, and other options. With all of these tools, it is important to have correct expectations and use the right tool … Continue reading Use The Right Tool For The Job in Dynamics CRM