• 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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    • Configure SLA KPIs for Opportunities in Dynamics 365 - 3 of 7

      Colin Maitland, 23 April 2018

      ↩ Part 2 - How to Configure SLAs for Opportunities in Dynamics 365 In this article I will demonstrate how to configure the three custom SLA KPIs described in the previous two articles for Opportunities. Configure SLA KPIs for Opportunities Add the following three 1:N (one-to-many) Relationships from

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    • How to Configure SLAs for Opportunities in Dynamics 365 - 2 of 7

      Colin Maitland, 19 April 2018

      ↩ Part 1 - Overview of SLAs for Opportunities in Dynamics 365 In this article I will demonstrate how to configure the Opportunity entity in Microsoft Dynamics 365 for Service Level Agreements (SLAs). Configure the Opportunity Entity Enable the Opportunity entity for SLAs. The ‘Enable for SLA’ option

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    • Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 4

      Colin Maitland, 23 November 2017

      Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account.In this article, I will describe the rules

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    • Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 3

      Colin Maitland, 22 November 2017

      Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account. In this article, I will demonstrate, usin

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    • Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 1

      Colin Maitland, 20 October 2017

      In Microsoft Dynamics 365 for Sales or Service, the first-time activation of a Business Process Flow causes a corresponding Business Process Flow instance specific entity to be created.In this article, Part 1, I will use the out-of-the-box ‘Lead to Opportunity Sales Process’ Business Process Flow to

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    • Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 1

      Colin Maitland, 21 November 2017

      Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account. In this article, and the two that follow,

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    • Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 2

      Colin Maitland, 21 November 2017

      Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account. In this article, I will demonstrate, usin

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    • Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 3

      Colin Maitland, 27 October 2017

      In Microsoft Dynamics 365 for Sales or Service, the first-time activation of a Business Process Flow causes a corresponding Business Process Flow instance specific entity to be created. In this article, Part 3, I will provide some interesting information on the possibility of using Import and Bulk D

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    • Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 2

      Colin Maitland, 26 October 2017

      In Microsoft Dynamics 365 for Sales or Service, the first-time activation of a Business Process Flow causes a corresponding Business Process Flow instance specific entity to be created. In this article, Part 2, I will provide more information about the ‘Lead to Opportunity Sales Process’ entity Rela

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    • How to Set a User Lookup Field to the Current User using a Workflow Process in Microsoft Dynamics 365 - Part 2

      Colin Maitland, 25 October 2017

      In my previous article, I demonstrated how to configure a Workflow Process to set any User Lookup field to the Current User using the standard Modified By field to set a custom field named Last Updated By. In this article, I provide additional important information that you should be aware of. Real-

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    • How to Set a User Lookup Field to the Current User Using a Workflow Process in Microsoft Dynamics 365 - Part 1

      Colin Maitland, 11 October 2017

      In this article, I will demonstrate how to configure a Workflow Process to set any User Lookup field to the Current User. The techniques demonstrated in this article also apply to the use of Dialogue Processes and Actions.In part two of this article I will provide additional important information th

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    • How SLA KPI Instance Statuses work in Dynamics 365

      Colin Maitland, 03 May 2017

      In this video I demonstrate how the SLA KPI Instance Statuses in Dynamics 365 work for Resolved and Cancelled Cases that are closed prior to the ‘Failure Time’ for a ‘Resolve By KPI’, configured using an ‘Enhanced SLA’, is reached. In particular, this demonstration highlights how the SLA KPI Instanc

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