Dynamics 365 (14)
Dynamics 365 is a sophisticated Microsoft business application, it grants the ability to better manage the relationships of your Sales, Customer Service, Field Service and Operation processes. But how can you access your data while you are out in the field, the internet is down or you are not anywhere near your PC? Dynamics 365 for phones and Dynamics 365 for tablets apps are the solution when you're on the go. These apps give you immediate access to accounts, contacts, opportunities, cases, and so much more!
How to get the App:
Go to the app store on your device and download either Dynamics 365 for phones or Dynamics 365 for tablets, depending on the device you are working with. Both phone and tablet users alike will appreciate the new Unified Interface. The Unified Interface provides an optimized viewing and interaction experience, relative to screen size, device, and orientation.
Accessing the App:
Once you have the app installed, open the app on your device, enter your Dynamics 365 URL (web address), and click the arrow to continue. Next you will be prompted for your user name and password. If you are unsure of any of these values, contact your Dynamics 365 administrator.
Once logged in, you will have access to the components which have been configured for mobile within your organizations environment and fit within the parameters of your security role. You will be presented with Dashboards, Records, and Views, and many other features, which you are already familiar with. You will notice a variance in how the screen renders as compared to your PC, the apps presentation is designed to make it more conducive to the condensed screen real estate, without losing any functionality.
To ensure that confidential information does not end up in the wrong hands, it is simple to sign out of the Dynamics 365 app on your device, tap the ellipses, then choose Sign Out.
Do note the following:
- The Windows Phone app for Dynamics 365 (online) version 9.0. was deprecated as of May 22, 2018. The Windows Phone app will no longer be supported for Dynamics 365 (online) version 9.0. Support for the app on Windows tablets and PCs remains unchanged. You can still use the Windows Phone app for Dynamics 365 version 8.2 and earlier. This is only relevant if you are planning to update to Dynamics 365 version 9.0 and have a Windows phone.
- Dynamics 365 has separate mobile apps for Field Service and Operations.
- Microsoft won’t onboard any additional customers to Mobile offline currently, further notice will be released. This does not affect existing customers who already use mobile offline.
Analyze Dynamics 365 data to gauge performance. Recognize trends. Mass edit thousands of records. Share data with someone that is not a D365 User. These business requirements and so much more can be accomplished when you export your data to Excel or Excel Online from Dynamics 365. Plus extracting a large number of records is a non-issue because you can export up to 100,000 records in a single export file.
The Export to Excel feature has proven to be a vital asset in the D365 application over the years due its ease of use, and its obvious connection to Excel. With the continued enhancements in Dynamics 365, and the technology which can be integrated with the application, you can certainly do so much of your data analysis without ever leaving the environment, thereby reducing the need to export your data. Fact is though, so many have come to know, love and depend upon the tools and functions in Excel which bring data to life, thereby making the Export to Excel feature a much-coveted feature still.
Besides the need to extract data for data analysis, the Export to Excel feature carries another extremely valuable purpose. What if you have a query of 10,000 Account records, for example, and want to update the Industry field on all of them to the same value? Sure, you could select a maximum of 250 records per page and mass edit them. But consider this, 10,000 divided by 250, you would need to repeat the process 40 times. And let’s be realistic, out of the 10,000 records, chances are slim you would be modifying the Industry field value to the exact same value for all.
By leveraging the export to Excel function, not only can you view thousands of rows of data at once, you can also update all of them at once too. Data is exported in the same format as you see in your View, so text remains text, numbers remain numbers, and dates remain dates. The cell format in Excel may change for some formatting types, so you will need to be aware of this and be sure to update the affected rows accordingly.
Make any necessary changes in the exported file, and then import the file back into Dynamics 365. Just like that, your 10,000 Account records have been updated in a fraction of the time, and you have significantly reduced the risk of making an error.
Below is a rundown of the export options:
- Static Worksheet: The exported data will not change, what you export is what you get every time the file is opened. This mode of export is most commonly used when data needs to be shared with a non D365 User or when a mass number of records need to be modified
- Dynamic Worksheet: Data contained in the export file will dynamically update based upon changes made in D365 each time the file is opened or refreshed. This mode of export is most commonly used to maintain a file on your local machine allowing you to surface the most up-to-date information without having to access D365. Do note that the file can only be opened and viewed by a D365 user, and the Dynamics 365 for Outlook Client must be installed to refresh data
- Dynamic PivotTable: Similar to the Dynamic Worksheet with the added benefit of viewing your Dynamics 365 data in an Excel PivotTable, allowing you to see patterns and trends in data.
- Excel Online: When you export to Excel Online, the data appears just as it would as if opened in the desktop version. From Excel Online you can quickly manipulate data and push it back into D365 with the click of a button. Another value-add is you can perform ad-hoc analysis on the data, and although you cannot save it back to D365, you can save as a new file for future analysis/reference.
The data export function, enables you to easily manage your data, maintain data integrity, reduce workload and save time!
Out of the box, Dynamics 365 has many great out-of-the-box entities such as accounts, contacts, leads, and opportunities. However, it is often the case, that the out of the box entities may not be the right fit or the only fit for every business. Businesses often have their own special requirements, and when these requirements do not fit the D365 mold, we look to custom entities to accomplish the desired result. Through the configuration of custom entities, D365 can be tailor fit to meet any business’ unique needs. That means custom forms, fields, business process flows, views, charts, and dashboards, all based on your specific requirements.
D365 out-of-the-box is like a good suit, you purchase it because you like the suit, but know that to get the “right fit,” your next stop will be your tailor. Custom entities are your D365 tailor. With custom entities you can construct entities based on your organizational needs. These custom entities can drastically elevate your D365 experience. By creating custom entities you’ll have a unique, one of a kind system, unlike anything on the market. This could be as simple as an entity to capture employee data in your organization, to a collection of custom entities working together to bring you a whole new experience.
The following is an example of some custom entities built to manage human resource activities. The below demonstrates a custom navigation tile built to clearly distinguish the custom entities which have been built to fall within the Human Resources component of the system, thereby easily distinguishing it from the out-of-the-box areas of the environment.
The Candidate entity in the collection had fields created and a custom business process flow built to manage the hiring process. This entity had relationships built which further tie it to the other custom entities which fall within the human resources collection. Being this is all custom built, the skies the limit. If you can imagine it, you can make it a reality.
One of the most common tasks for users in Dynamics 365 is entering data. Often users are required to enter data while on the call with a potential client or customer. Opening a new form and having to switch back and forth between screens can eat up valuable time for you and your client. It can also cause the user to lose focus and forget important information. Quick create forms give users a way to capture key information quicker and with less distractions.
To deploy quick create forms for your D365 environment, simply follow the steps below and you will be on your way to creating a more efficient data entry screen in no time.
Firstly, to use quick create forms you must enable it on the entity level. To do so, go to Settings > Customizations > Customize the System.
In the customization window navigate to the entity you wish to create the quick create form for and confirm that the ‘Allow quick create’ box is checked, otherwise select it to enable this feature.
Now that this has been enabled, go to the entity’s form section > click new > pick quick create form. This will open the quick create form editor.
From here simply drag the fields you wish to use from the field explorer list on the right onto the central panel. Keep in mind the quick create form is intended to be an abbreviated version of the main form, so only add the key fields you need to capture.
Once this is done hit Save, then Publish.
To test out your new form, simply go back to the main page and refresh your browser. Look for the new icon in the navigation bar and find your form in the list.
Below is a sample of how a quick create form looks like when implemented.
Creating views and charts are a meaningful way to analyze and visualize your data, but they often live in multiple entities in Dynamics 365, and truth be told, you probably overlook or do not use them to their fullest potential. Custom dashboards in D365 give you the ability to pull together a variety of views and charts into one place, providing you a single stopping point to easily view metrics which span multiple entities.
Dashboards can be made up of views, charts, web resources and iFrames, allowing you to build your own collection of business intelligence metrics.
There are two types of Dashboards which can be created, system dashboards and personal dashboards. System Dashboards are created by a System Administrator or System Customizer, and are available to everyone in the organization. Personal Dashboards are those that a User can create for themselves, and are only viewable by that User (or Users they “share” the Dashboard with), and what this blog will focus on.
Creating a Personal Dashboard
You can create a personal dashboard by going to the dashboard area of Dynamics 365, and selecting an existing Dashboard and performing a “Save As” or create a new one. You are presented with layout choices, select one and click Create.
Define a Name for your dashboard and then select any of the components to begin working within it. A blue outline will identify the current component that you are working within.
You can either click on one of the icons within the component to choose the type of data to display or you can use the navigation buttons at the top of the screen. When adding a chart, you will configure the view that you wish to have represent your chosen chart.
Once you have chosen the data you want represented, you can rearrange the components and resize them, allowing the display to be visually pleasing to you.
To rearrange the components, click the component header and drag it to an empty area on the dashboard or to the area of an existing component. When you drag a component over other components, a red line appears on top of the components to display where the component will be placed, moving the existing component down.
To change the height or width of a component, select the component, click the appropriate button in the navigation area or click on the ellipses for additional options. The height increases or decreases by three rows. The width increases or decreases by one column.
To remove a component, choose it and select Remove.
Once you are done configuring your dashboard, select Save and then Close. Your newly created dashboard will now appear in the drop-down of available dashboards.
Leave the spreadsheets to your data analysts, and appreciate the effectiveness that charts provide. Dynamics 365 comes with a handful of charts out-of-the-box which you can pair with corresponding views to surface data visually. Like most companies, you likely have unique measures which the standard charts do not account for. That is where the flexibility and ease of creating your own charts in D365 shines. Dynamics 365 provides a variety of chart types allowing you to create column, bar, pie, funnel, and many more chart types, to fulfill your business needs.
Charts interact with the view which is chosen, and the data reflected in the chart is refreshed when you toggle between views. So, if viewing My Opportunities, the chart will depict that information, if you switch the view to All Opportunities, the Chart will change to reflect the data of the newly selected View. Similarly, you can switch Charts to display the View data in another way.
There are two types of Charts which can be created, system charts and personal charts. System Charts are created by a System Administrator or System Customizer, and are available to everyone in the organization. Personal Charts are those that a User can create for themselves, and are only viewable by that User (or Users they “share” the chart with), and what this blog will focus on.
Creating a Personal Chart
To create a chart, navigate to the entity (Accounts, Contacts, Leads, Opportunities…) for which you want to create a chart and choose the view which best demonstrates the data you want to visualize. Click the charts pane to expand this section.
You can either create a chart based on an existing one by clicking on the disk and performing a “Save As” or you can create a new one by clicking the plus symbol.
Specify what you want to display in the chart. Indicate the field and aggregate option for which you want displayed for the Series axis. Then select a field for your Category axis. You can create a chart with either multiple series or multiple categories, but not multiples of both.
Click on the chart icon to select the type of chart you want to create.
If you want to apply any specific filters, you can utilize Top and Bottom Rules. This allows you to only show the top or bottom values for your query. For example, display the top 3 Accounts by Estimated Revenue.
The chart is automatically named based on the fields you chose for the series, category axes, and top/bottom filter, but you can re-name the chart to a value of your choosing. Save when done. Click the “x” to return to the chart selector.
Your personal chart(s) will be displayed at the bottom of the chart selector.
The records you store in Dynamics 365 typically share some association with other records of the same type. Whether it be leads owned by a specific user, accounts of the same relationship type, contacts located in a specific city, opportunities created in last “X” days. The list is endless and limitless. With a little planning, you can create Views which automatically filter records for you based on the criteria you set.
So, what are Views in D365?
Views display all the records of a specific entity type in your D365 environment. Out-of-the-box you are provided with a variety views, but you can add to these, creating custom views which are significant to you. Clicking the drop-down arrow next to a view name reveals all the views you have at your disposal.
There are two types of Views which can be created, system views and personal views. System Views are created by a System Administrator or System Customizer, and are available to everyone in the organization. Personal Views are those that a User can create for themselves, and are only viewable by that User (or Users they “share” the view with), and what this blog will focus on.
Creating a Personal View
The creation of a personal view affords you the ability to configure the following attributes:
- The filters which need to be applied, thereby restricting the records that appear
- The columns you want displayed and their width
- The sort order of the listed records
You can create personal views by saving a query that you define by using Advanced Find or by using the Save Filters as New Views and Save Filters to Current View options in the list of views. These options and saved Personal Views are included at the bottom of system views in the application.
To create a personal view, either choose Create Personal View at the bottom of the view list or select the Advanced Find icon in your navigation bar.
In either case the Advanced Find window will open, and you can begin a search on any record type. In the Look for dropdown, select the entity you want to perform the query on, and then you can either use an existing view and edit the conditions by performing a “Save As” or you can create a new view by selecting New.
Filter: In the select area, choose the fields you want to perform the search on, the query operator (equals, contains, begins with...), and the data value. Repeat these steps for each condition of your query.
All conditions are processed as an AND statement. In the graphic above based on how the data has been entered, the results will only display an Account that is in all three states and has open opportunities. This query will return zero results because an account cannot be located in 3 different states. To display results of Accounts that are in CA, TX, or NY you will need to process as an OR statement. Select the arrow next to each of the field names that you want to include as an OR statement, and choose Select Row. Then in the navigation bar, select Group OR.
Select Results in the ribbon to view the results.
Customizing Columns: From the query screen, select Edit Columns in the ribbon.
To add columns, select Add Columns, and make your selections. Then select OK.
To move the columns from left to right, select a column and use the arrows to move the column to the desired position.
To adjust the width of a column, you can either double click the column or select the column and choose Change Properties.
Configure Sorting: Select Configure Sorting to choose your sort column(s) and the sort direction, ascending or descending.
If you have added a column in error, or just decide you do not want the column in the view, select the column and choose Remove.
When you are done configuring the view, click OK. From the query screen, select Save or Save As in the ribbon and enter a Name/Description, then select Save.
After a quick refresh, when you navigate back to the entity you created the view for, you will find it at the bottom of the View list.
Quick View forms are a great way to view information from different entities while remaining on a single record. Quick view forms enable you to surface data from associated entities and display the data in read only mode on the form. This is done through linking the two different entitles together using a lookup field. Below you’ll learn how you can setup your own quick view form in just 3 easy steps.
1. Create a Lookup field
The first step in setting up a quick view form is to ensure you have a lookup field to the entity where the data is stored. If you do not already have a lookup field created, you will need to create one. To do so, go to Settings > Customizations on the navigation bar and select Customize the System.
Next navigate to the entity you wish to add the lookup field to, and thereby surface the Quick View form on. Click the Fields node, and create a new field.
Once you click new, the following pop up window will appear. Indicate a display name and change the data type to Lookup and select the entity you wish to associate to. Once that is done, click save and close.
2. Create a Quick View form
Next, we need to go to the entity the lookup was created for and create the quick view form. Navigate to the entity and go to the form section. Once there click the new button and pick Quick View Form.
This will open the quick form editor window. Here simply drag and drop the fields you wish to display to the form body on the left.
Once the desired fields have been added, click save and then publish.
3. Add the Lookup and Quick View form to a Form
Now that the lookup field and the quick view form have been created, it is now time to add them to a form where you want the associated data displayed. Go to the form you wish to display the quick view form on.
Open the form editor, drag the lookup field onto the form then switch to the insert tab. Here click Quick View form.
This will open the quick view control. From here, give your quick view form a name, select the lookup field you created earlier, pick the related entity, as well as the quick view form you created. Once done click OK.
This will create a field on the form. To apply these changes click Save and Publish on the Home tab.
Below is a preview of the result.
You can now brand your Dynamics 365 environment! Themes allow you to apply your distinct logo and color scheme to your Dynamics 365 environment. Three simple clicks and you are well on your way to a D365 environment with a look all your own.
1. From the Navigation Bar, select Settings
2. Select Customizations
3. Select Themes
Upon navigating to Themes, a few out of the box themes will be available to select and set as the default theme. The default themes cannot be modified, but can be cloned, should you want a head start on designing your theme. Otherwise, you can put your designing skills to the test and get theming.
Start by selecting an out of the box theme and cloning it, or create a new theme record.
Theme colors are defined using hexadecimal codes. You will need to either know the hexadecimal codes you want to use or find a good online resource, such as http://www.color-hex.com.
A fascinating feature is the ability to take a test drive of the User Interface with the newly defined color scheme before it gets released to your organization.
When you are ready to release the new theme, thereby making it the default, you can either select the theme from the Theme view and select Publish Theme, or do the same from within the theme record.
Wouldn’t it simplify things if you could go to one record and see everything you need to see? Ever find yourself heading into a meeting, and wish you could quickly “ramp up” on all interactions with the Customer? Getting the total picture in one place, enabling you to see every touchpoint, this is the benefit that sub-grids afford you.
One of the great things about Dynamics 365 is that it allows you to customize entity forms to display the information most relevant to your business. You will quickly find that providing your users with the ability to see, at a glance, a subset of related records when viewing a lead, contact or account record provides immeasurable value.
For example, your salespeople may benefit from seeing all tasks related to an account directly on the account record. Instead of having to navigate to a separate page or running an advanced find query, you can easily set this up by adding a task sub-grid to the account form.
To add a sub-grid to your account form, open the D365 form editor directly from the account record’s ribbon menu or by opening the general customizations menu, navigating to the account entity forms, and selecting the account main form.
Once you’re in the form editor, select the section that you want to add the sub-grid to, switch to the form editor’s Insert tab, and click the Sub-Grid button.
This will open the sub-grid properties window. The most important part of this window is the data source section, in which you select the records that are to be included in the sub-grid.
In the screenshot below I selected to populate the sub-grid with the account’s related task records, but you can choose any of the account’s related entities. In the data source section, you can also specify the default view that will be used to populate this sub-grid, while the additional options section lets you choose any additional views which will be available, as well as whether or a not a search bar will be included.
When you are satisfied with your settings, click the OK button to insert the sub-grid on your account form. Now, all you need to do is click the Save and Publish buttons in the form editor to confirm the changes to the form. Once this has been completed, you will see the sub-grid displayed on account records.
Ever have the problem of scrolling down a long list of options only to miss what you were looking for? What if there was a way to limit your option choices based on values previously selected? Well now there is!
Dependent options in Dynamics 356 gives users the ability to filter down a long list of option values to just a handful of choices based on previously selected parent fields. This feature dynamically updates the options users see based on pre-set business logic.
Take the following transpiration data model as an example.
Traditional Option Set
Traditional option sets simply display all the options for each field without any consideration for previously selected option values. This method is cumbersome when it comes to long lists and can feel very redundant when looking through lists where some of the options obviously shouldn’t be there based on previous values selected.
In the example below, you will notice that regardless of which Transport Class you pick, you will still be shown the entire list of Transport Type options.
Dependent Option Set
With dependent option sets, Dynamics 365 will automatically exclude options based on your previous selection. This makes selecting the right option much easier. As you can see below, once the user has selected the Transport Class as Public. The Transport Type option will automatically filter to only show options available based on the selected Transport Class.
As you can see, this feature is sure to provide many benefits to users working in Dynamics 365. Below are just some of the immediate benefits your users will experience.
- User Friendly: Less is more! Instead of bombarding users with tons of unusable choices, dependent option sets make finding the correct option easier.
- Time Saving: With less options to go though, users reduce time spent entering data, and get back to the things that really matter.
- Eliminate Errors: With logic built into the option set, prevent users from selecting the wrong option by accident. This over time will improve overall data quality and reporting efficacy.
Isn’t it maddening to fill out the same fields, with the same info, when creating a child record directly from its parent form? Well -- Stop Doing It! Let the system fill out those fields automatically for you, instead of eating up your own time on it!
One of the “quiet” features of Dynamics 365, that will significantly save you time and protect data integrity, is Field Mapping. The purpose of field mapping is to copy certain values (e.g. address fields) from a record to an associated record (e.g. a contact created from an account)
The following details how simple it is to create field mapping relationships.
In Customizations, locate the Account Entity, and go to the “1:N Relationships” node.
Locate the relationship which you want to carry values over (in this case, Account to Contact).
In the relationship editor window, click on Mappings.
Select the field to be mapped from the SOURCE entity, which is the entity you are starting from (Account). Then select the field for your TARGET entity, which is the destination entity (Contact), that you want auto completed. Click OK once you are satisfied with your mapping. Repeat this step for each field you want to create a mapped relationship for.
There are a couple things to be mindful of with field mapping: The Data Type must be the same for both the Source and Target fields (e.g. Option Set to Option Set, Whole Number to Whole Number) and the destination field length should not exceed the source field length. Also be aware that this is a mapping upon record creation, updating values in the source record will not update the target record and updating values in the target record will not update the source record. For example, updating an address in accounts will not update the address in contacts. There are other ways to achieve those requirements, but we will save that for another blog.
Ever had your boss ask you to pull a report which meets a specific set of criteria or sat scratching your head trying to pull up a record, but could not recall the exact details? With Advanced Find in D365, you can find exactly what you are looking for in just seconds. Advanced Find is the most powerful and robust tool in Dynamics 365 for searching. Using intuitive, user friendly features, you can quickly create queries and search your entire D365 database with ease.
At first glance Advanced Find may appear a bit intimidating, however once you become familiar with it, you will find yourself using it all the time, and wonder how you ever worked without it.
Continue reading to learn everything you need to know to get started using Advanced Find today!
The Advanced Find button is simple to locate, no matter which screen you are on, because it is housed in the D365 navigation bar.
Once you click on the Icon, a window like the following will appear.
In this window you can find every entity in D365 by clicking on the “Look for” drop down. In the drop down, select the record type you wish to perform a search on.
Next in the Details area, choose the fields you want to perform the search on, the query operator (equals, contains, begins with...), and the data value.
You have the ability to add multiple conditions, so repeat these steps for each condition of your query. By default, all conditions are processed as an AND condition.
To display results matching any of the specified requirements you will need to add an OR grouping. To do so, select the arrow next to each of the field names that you want to include as an OR statement, and choose Select Row. Then in the navigation bar, select Group OR.
Once you have entered all your query conditions, click Results in the ribbon.
See, that wasn’t so hard was it?
Now that you know the basics for using the Advanced Find feature in D365, you can query the system with ease and find exactly what you are looking for. However this is just the tip of the iceberg.
If it was only as easy as 1,2,3.
At the end of the day, everybody needs customers. Whether it’s a B2B company or a B2C company you need to have some demand for your product or services that you provide. You need to get your name out to the masses somehow, you need to have a website, blog, and your company needs to be on every social media platform out there so people can find you.
Though it can be challenging to identify the right lead, B.A.N.T. is one of the more reliable lead ranking strategies. While your salesperson is on the phone with the new lead, they should go through the B.A.N.T. process to determine the quality of the lead. Here’s a breakdown of B.A.N.T:
B stands for budget, everybody wants something, but do they have the financial capacity afford what they want in a CRM system? If not, is there another solution that your company can offer them?
A is for authority, how high are they in the decision-making chain? Are they just a salesperson or the owner of the company?
N is for need, is your product going to solve a problem? Is there a need for a new solution?
Finally, T stands for time, Is there a set day a decision needs to be made by?
With Microsoft Dynamics 365 for Sales, you can have all of your social media leads funnelled into one system and organize them by source and assign them to the correct agents. When your agent receives a lead, an automated email is sent out to inform a salesperson when to follow up with a lead in real-time.
The question of the matter is, how do you know that this new lead will be the right lead for your business? Or should your salesperson focus on the next lead?
http://www.websan.com/demo/dynamics-crm and see what this system can do. Stay in tuned until next week when we post the third part of our “Transform the Way Your Team Sells Series.”
Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner