In today’s tip, MVP Amey Holden reviews the revamped event management experience in Dynamics 365 management. From the official documentation: Use marketing forms in events: Event planners are able to use forms within the Marketing application to create forms for event registration, which enables event planners to build registration forms using a familiar drag-and-drop interface […]
Tip #1343: Video guide to 2020 Wave 1: Resource utilization analytics in Dynamics 365 Field Service
Dynamics 365 2020 Wave 1 introduces new Power BI powered visualizations for analyzing your field service resource’s utilization. This dashboard does not require you to have a Power BI license. In today’s video tip, MVP’s Shawn Tabor and Scott Lefante show you the new resource utilization analytics dashboard.
Tip #1342: Video guide to 2020 Wave 1: Export your Dynamics 365 Marketing results
Marketing data becomes much more usable in Dynamics 365 2020 Wave 1, with the ability to export the results of your customer journeys to Excel. In today’s video tip, MVP Amey Holden shows how this new feature works.
Tip #1341: Video guide to 2020 Wave 1: Time entry in Dynamics 365 Field Service
Traditionally, doing time entry in field service required customization of the application. In Wave 1 2020, time entry becomes a native feature of Field Service. In today’s video tip, MVP’s Scott Lefante and Shawn Tabor show how to configure time entry, including how to automatically record time from work orders.
Tip #1340: Video guide to Wave 1: Next generation schedule board in Dynamics 365 Field Service
Dynamics 365 2020 Wave 1 includes a major makeover for the schedule board. In today’s video tip, MVP’s Shawn Tabor and Scott Lefante show how the new board loads faster, is more accessible for people with visual challenges, and makes users more productive.
Tip #1337: Video guide to 2020 Wave 1: Enhanced Segments in Dynamics 365 Marketing
Microsoft continues to enhance Dynamics 365 Marketing, and the 2020 Wave 1 release includes some nice enhancements to the segment builder. Watch today’s video tip from MVP Matt Wittemann to learn more.
Tip #1335: Video guide to 2020 Wave 1: Sales Forecasting in Dynamics 365 Part 2: Using Forecasts
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
Tip #1334: Video guide to 2020 Wave 1: Sales Forecasting in Dynamics 365 Part 1: Setting up Forecasts
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.
Tip #1333: Video Guide to 2020 Wave 1: Enhanced Email Experience in Dynamics 365
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.
Tip #1329: Video Guide to 2020 Wave 1: Adding Images to Knowledge Articles
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 […]