• 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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    • Dynamics 365 Server Side Synchronization, Queues, and Record Creation and Update Rules Configuration

      Colin Maitland, 04 April 2017

      In this video demonstrate how to configure Server Side Synchronization, Queues, and Automatic Record Creation and Update Rules for processing and converting Email Messages to Cases in Dynamics 365 for Customer Service. For the purposes of this video demonstration, an online trial of Dynamics 365 for

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    • How to Install the Dynamics 365 App for Windows 10

      Colin Maitland, 31 March 2017

      In this video I am going to demonstrate how to install and configure the free Microsoft Dynamics 365 app for Windows 10 and how to sign-in to an online trial of Microsoft Dynamics 365 for Sales using the app. I will also demonstrate some basic navigation to get you started with using the app.  

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    • Tips for Dynamics CRM 2016 to Dynamics 365 On-Premise Upgrades

      Colin Maitland, 03 February 2017

      You can now upgrade your on-premises deployment of Microsoft Dynamics CRM 2015/2016 to Microsoft Dynamics 365. This is accomplished by downloading and installing the December 2016 Update for Dynamics 365. If your current version is Microsoft Dynamics CRM 2015 you need to upgrade to Microsoft Dynami

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