The Empathetic Technologist

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Document Management Rendering in Microsoft Dynamics 365

Rendering your SharePoint Integration By far, the best method of integrating document management with your Microsoft Dynamics 365 instance is through SharePoint Online. Yes, it's possible to use the list component with an on-premise SharePoint instance, but it's just...

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Microsoft Dynamics 365 Sales Business Process Flow Changes

Business Process Flow Changes in v. 9 In Microsoft Dynamics 365 for Sales, an important feature of the Opportunity entity is the Business Process Flow as shown below. It’s common for Sales organizations to leverage the corresponding field on the Opportunity entity,...

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Microsoft Dynamics 365 Customer Service Hub

Microsoft Dynamics 365 Customer Service Hub The “Customer Service Hub”, shown below in Figure 1, is available as part of the Microsoft Dynamics 365 Service subscription. Figure 1 - The Microsoft Dynamics 365 App known as the Customer Service Hub For the most part, the...

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Tracking Customer Last Contacted Date

Using Microsoft Dynamics 365 to track the Last Contacted Date Often we receive a request to track the "Last Contacted Date" for a customer in Microsoft Dynamics 365.  Some Customer Relationship Management systems have this feature by default, but with Microsoft...

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Microsoft Dynamics 365 Collateral Entities

If Microsoft Dynamics is used in the way in which the designers of the system envisioned, the sales team begins with a Lead, then “Qualifies” the Lead, which then creates the Opportunity.  From the Opportunity, it’s possible to create the Quote (which conveniently pulls all information from the Opportunity, including line items and their values) by scrolling down on the form to Quotes, and clicking the small “+” sign to create the Quote.  And so on.

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Using the Microsoft Dynamics 365 Case Entity

The Microsoft Dynamics 365 Case The “heart and soul” of the Microsoft Dynamics 365 Service module is the Case entity. Whether you choose to call this a “Case,” as it is currently known, or “Service Request,” or simply “Ticket,” the entity is the method by which your...

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Using the Microsoft Dynamics 365 Opportunity Entity

The Microsoft Dynamics 365 Opportunity The Opportunity entity, as well as related features such as pipeline charts, goals, and sales reports, is about Time and Money: Time: When might the business close? (Estimated Close Date) Money: How much might be realized? ...

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Microsoft Dynamics 365 for Service Introduction

Microsoft Dynamics 365 for Service is a large, fully-functional module that has been present since the beginning of the Microsoft Dynamics platform, and which has evolved considerably over the years. The heart and soul of the current Service “app” remains the Case entity, but a large number of additional entities and features have been added.

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Qualifying Leads in Microsoft Dynamics 365

The concept of the “Lead”, as mentioned in other posts in this series, is for the organization using Microsoft Dynamics 365 to use the Lead entity to store low-value information, work the Lead in an effort to sell services or products, and eventually either “Qualify” or “Disqualify” the lead. This is performed simply by clicking on either of the two icons shown below on the Lead entity form.

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Microsoft Dynamics 365 Sales Vernacular

The Microsoft Dynamics 365 for Sales application is designed to provide a robust system for the management of sales activities in your organization, although many deployments start with the sales application and customize it for whatever line of business they are servicing. This blog introduces the components of the sales application.

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Microsoft Dynamics 365 Licensing and User Management

User Management and Licensing for Microsoft Dynamics 365The Microsoft Dynamics 365 subscription is managed in the Microsoft Office online portal (https://portal.office.com), which is the same place that an organization manages their Microsoft Office...

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Microsoft Dynamics 365 Community

The Microsoft Dynamics Community site is a great resource for information regarding Microsoft Dynamics 365!

Microsoft Dynamics 365 Community