Enable “Send Direct Email” button in Unified Interface

Introduction “Send Direct Email” button allows to send an email to multiple recipients by using email templates. Also known as direct or bulk emailing. This feature was only available in Classic UI. Now, “Send Direct Email” button is also supported in Unified Interface. By default, the direct email feature is disabled. An administrator must enable the direct email feature. Enable … Continue reading Enable “Send Direct Email” button in Unified Interface

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

Add the forecast grid and configuration options in a site map

When you create a custom model-driven app, you can choose a default solution to create a site map for the app. However, the list contains solutions that are based on entity forms only. The forecast options are based on URL custom control forms and do not appear in the solution list. You must manually add … Continue reading Add the forecast grid and configuration options in a site map

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

Use Playbooks in Microsoft Dynamics 365 Customer Engagement

Introduction With the Playbooks feature, we can automate the sales processes or events in the Dynamics 365 CE without knowing Dynamics 365 CE customization like workflows, plugins, etc. Means, we can set up automated processes by simply creating records in the CRM. So, here, let’s take an example – if a new lead is created … Continue reading Use Playbooks in Microsoft Dynamics 365 Customer Engagement

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