Yes, it’s possible and all you need to do is to set it up in the system settings. By doing this, you will be prompted if you want to create an opportunity when you qualify a Lead. I hope this helps. Stay safe everyone.
Read moreIn Dynamics 365, Appointment Activity has recurrence feature. But what if business has a requirement to have the same functionality when using a Task Activity, like specifying a recurring pattern & dates? Today I will share with you a simple approach on how you can create a custom recurrence feature in Task Activity using the power of Power Automate. I
Read moreDid you know that there is an easy way to create a survey form or a quiz to send it to your employees or team inside or outside your organization? Microsoft Forms can be shared in public as long as you don’t use the File Upload type. File Upload type is for internal members of your organization’s use only. Responses
Read moreHey Guys! I hope you are all doing well in spite of the virus that is going on. Stay safe and be aware of the situation. Here is a good link for your reference. For today’s blog, I am introducing #quicktip content to share with you a small feature in Dynamics 365 that deserves some attention. If you are already
Read moreDid you know that you can generate a Dynamics 365 Document Template through a workflow? By using the OOB SetWordTemplate action, you can automate the template generation in a real-time or background workflow. The SetWordTemplate action automatically uploads it in the Notes entity. Now, what if you need to get that actual Document from the Notes and attach it in
Read moreHere is another tutorial for you. The requirement is to add a ribbon button so a Customer Service Agent can easily create a Phone Call with minimal clicks in the Unified Client Interface of Dynamics 365. We will also auto-populate the values in the Phone Call form. Step 1: Create a web resource js file where you will write the
Read moreActivities is a list of all activity types such as Email, Phone Call, Task, Appointment, Fax, Letter, etc. Queues is a place where you list both activities and cases in the same view. Depending on business needs, you can recommend either one to manage all action items recorded in CRM. Some business users, they prefer looking into separate views, however,
Read moreI personally love learning and has always been passionate on sharing my knowledge especially if it’s about improving productivity. In the past years, I have the ultimate go-to tool when it comes to tasks that require repetitive configuration. This type of job can be “easy,” but it can be very frustrating and very time-consuming. This is XrmToolbox. It’s a FREE
Read moreLearn more about the Powershell cmdlets here. It is in preview mode but users with a valid Power Apps license can perform the operations in these cmdlets. Note that you can only perform these with the resources you have access to. More information here. Note: Environments that can be restored are environments deleted by an administrator and not those deleted
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