• How to Provide User Access to Update Global Option Sets in Microsoft Dynamics 365

      Colin Maitland, 07 August 2018

      In Microsoft Dynamics 365, it is possible to provide access for Users to add and update the options in a Global Option Set without the need to assign them either the System Administrator or System Customiser Security Roles. Here’s how. Add these four permissions to an existing or new Security Role a

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    • Adding Manual Discounts to Quotes and Orders in Dynamics 365

      Colin Maitland, 27 July 2018

      In the first part of this three-part series I will describe two methods by which a discount can be manually applied to a Quote/Order in Microsoft Dynamics 365. Orders and Quotes have the following fields that may be used to apply a discount: •    Discount Percent: Is a manually applie

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    • Automatically Apply Discounts to Quotes And Orders in Dynamics 365

      Colin Maitland, 30 July 2018

      In the second part of this three-part series I will describe three methods by which a discount can be automatically or manually applied to Quote/Order Products. Quote/Order Products have the following fields that may be used to apply a discount: •Manual Discount Amount: Is a manually applied dollar

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    • Complex SLA 7 - Testing Complex Custom SLA Instances in Dynamics 365

      Colin Maitland, 28 June 2018

      ↩ Part 6 - Configure SLA Instance Business Logic in Dynamics 365 In this article, the final article, in this series I will describe how I tested the SLA and demonstrate the results of a basic test. The results show that although each of the SLA KPIs are started and stopped when required, the Applica

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    • Complex SLA 5 - Configure Multiple SLAs with SLA Instance D365

      Colin Maitland, 19 June 2018

      ↩ Part 4 - Configure Forms/Views for SLA Instances in Dynamics 365  In this article I will demonstrate how to configure a Service Level Agreement (SLA) for Opportunity related SLA Instances with multiple SLA Items based on the SLA KPIs previously described in this series. In this approach the

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    • Complex SLA 4 - Configure KPIs for Custom SLA Instance in Dynamics365

      Colin Maitland, 15 June 2018

      ↩ Part 3 - Configure KPIs for Custom SLA Instance in Dynamics 365 In this article I will demonstrate how to configure the forms and views for SLA Instances, SLA KPI Instances and Opportunities for displaying the SLA and SLA KPI Instance information. Configure SLA KPI Instance Quick View Form for us

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    • Complex SLA 6 - Configure SLA Instance Business Logic in Dynamics 365

      Colin Maitland, 21 June 2018

      ↩ Part 5 - Configure Multiple SLAs with SLA Instance in Dynamics 365 In this article I will describe some business logic that needs to be implemented for Opportunities and SLA Instances for the effective operation of the Opportunity related SLA Instances related SLA described in this series. Configu

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    • Complex SLA 2 - Create Custom SLA Instance Entity in Dynamics 365

      Colin Maitland, 11 June 2018

      ↩ Part 1 - Multiple SLAs with Different Dates in Dynamics 365 In this article I will demonstrate how to configure the SLA Instance entity in Microsoft Dynamics 365 for Service Level Agreements (SLAs). In this approach the SLA KPIs are tracked against the SLA Instance rather than against the Opportun

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    • Complex SLA 3 - Configure KPIs for Custom SLA Instance in Dynamics365

      Colin Maitland, 13 June 2018

      ↩ Part 2 - Create Custom SLA Instance Entity in Dynamics 365 In this article I will demonstrate how to configure a generic custom SLA KPI for use with SLA Instances in Dynamics 365 and how and why this differs dramatically from the approach used in my first series. In my first series I described the

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    • Complex SLA 1 - Multiple SLAs with Different Dates in Dynamics 365

      Colin Maitland, 07 June 2018

      In my previous series I demonstrated, ‘Configure SLAs for Opportunity in Dynamics 365’, I demonstrate how to enable Opportunities for SLAs and how to implement three SLA KPIs for Opportunities. This approach works well when the SLA KPIs on the same SLA are all Applicable From the same date and time.

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    • Overview of SLAs for Opportunities in Dynamics 365 - 1 of 7

      Colin Maitland, 17 April 2018

      In this series I will demonstrate how to enable Opportunities for Service Level Agreements (SLAs), configure multiple SLA KPIs, and create a Service Level Agreement (SLA) with multiple SLA Items for use with Opportunities. This series will also demonstrate a limitation when some the SLA KPIs on the

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    • Testing SLAs for Opportunities in Dynamics 365 - 7 of 7

      Colin Maitland, 27 April 2018

      ↩ Part 6 - Configure Business Logic for SLAs in Dynamics 365 In this article, the final article, in this series I will describe how I tested the SLA and demonstrate the results of a basic test. The results show that although each of the SLA KPIs are started and stopped when required, the First Respo

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    • Configure Business Logic for SLAs in Dynamics 365 - 6 of 7

      Colin Maitland, 26 April 2018

      ↩ Part 5 - Using Multiple SLAs for Opportunities in Dynamics 365 In this article I will describe some business logic that needs to be implemented for Opportunities for the effective operation of the Opportunity related SLA described in this series. Configure Opportunity Business Logic For this scena

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    • Using Multiple SLAs for Opportunities in Dynamics 365 - 5 of 7

      Colin Maitland, 25 April 2018

      ↩ Part 4 - Configure Forms and Views for SLA KPIs in Dynamics 365In this article I will demonstrate how to configure a Service Level Agreement (SLA) for Opportunities with multiple SLA Items based on the SLA KPIs previously described in this series. Configure an SLA and Related SLA Items for Opportu

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    • Configure Forms and Views for SLA KPIs in Dynamics 365 - 4 of 7

      Colin Maitland, 24 April 2018

      ↩ Part 3 - Configure SLA KPIs for Opportunities in Dynamics 365 In this article I will demonstrate how to configure the forms and views for SLA KPI Instances and Opportunities for displaying the SLA and SLA KPI Instance information. Configure SLA KPI Instance Quick View Forms for use on Opportunitie

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