This is part two of our overview of sales forecasting functionality in Dynamics 365 2020 Wave 1. To see more about how to set up forecasting in Dynamics 365, see part one here: https://crmtipoftheday.com/1334
First introduced as a preview feature in 2019, the sales forecasting capability in Dynamics 365 is now generally available and enhanced in 2020 Wave 1.
The enhanced email experience (originally a preview feature in 2019 Wave 2) allows users to multi-task while they compose emails, navigating to other records while they write an email. This feature can only be turned on in the Sales Hub app, but once you turn it on, it can be used from any model-driven app.
If you use Team Member licenses in your Dynamics 365 deployment, you need to know about new enforcement that is coming in 2020 Wave 1 for Dynamics 365.
Wave 1 2020 introduces a great way to visualize your opportunity pipeline on a kanban board, either by stage or status. In today’s video tip we show you how to configure the kanban visualization and how to use it. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take […]
In today’s video tip, we cover how to add images to knowledge articles in Dynamics 365 in 2020 Wave 1. Traditionally, if you wanted to include images in knowledge articles, you had to host them externally and link to the external image file. Starting with 2019 wave 2, you can enable a setting that allows […]
I wish we could customize the fields that appear on the case resolution dialog Every D365 Customer Service user ever Dynamics 365 2020 Wave 1 introduces a new setting that lets you use a quick create form instead of the standard dialog for case resolution. This means that you can change the fields that appear […]
Dynamics 365 and Power Platform 2020 Wave 1 is coming in April. To get ready for it we are putting together some video guides to some of the new features. In the first video tip from the series we cover installing the 2020 Wave 1 preview, including how to create a canary environment and installing […]
How can I get a list of entities that are not restricted in CDS for people who do not have Dynamics licenses? some guy on Twitter There is no up to date published list that I am aware of, but here is an easy way to identify the CDS entities that are not restricted:
The “Customer” field on cases is a bad idea, and you can’t change it to not-required. I just want to add a lookup to accounts and automatically populate the customer field. Anonymous reader “Meve Stordue” You can’t make the customer field non-required, but it is possible to replace it with an account lookup and automatically […]