This is a quick tip to show you how to disable Posts Feed in social pane in Dynamics 365.
All you need to do is to go to Settings==>”Activity Feeds Configuration” open the record for which you want to disable posts feed and uncheck the box “Enable walls for this type of record form”. The following screenshot is an example for the account entity.
PS: You can also perform a mass edit by selecting multiple entities.
This is a quick tip to show you how to disable Relationship Assistant in social pane in Dynamics 365.
All you need to do is to go to Settings==>Sales AI and go to Relationship Assistant on that page then uncheck Base Cards. Do not forget to save.
The next april 2019 release is a major update (major updates will be done in October and April every year) and it’s coming with many interesting new capabilities across the different Dynamics 365 apps: Sales, Customer Service, Marketing, Portals, Project Service, Field Service, Power Platform(PowerBI, Power Apps, Flow), etc… So Microsoft keeps investing in AI capabilities and this next wave seems to bring some amazing features.
Let’s focus on Sales and Customer Service and Portals in this post where we have selected what we see as the top new features in each app.
Sales:
Customer Service:
Portals:
Source: https://docs.microsoft.com/en-us/business-applications-release-notes/april19/
This is a quick tip to show you how to set date format in Dynamics 365 (CRM) at both levels: User and Organization.
Organization Level:
This sets the default date format for the whole org.
Navigate to Settings->Administration and open System Settings.
Go to Formats tab and click Customize then choose your preferred format
User Level:
Users can also choose their preferred date format in the Format tab in their personal options.
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Dynamics 365 has a native amazing capability which allows every single user to use the application in his preferred language by changing personal options.
But first the available languages are just languages added to support by the administrator. To add new languages you should go to Settings==>Administration==>Languages then select one or many languages you want to make available for users and click Apply to enable it.
Few minutes later, you can change your user language preference by clicking on Options in the navigation bar.
Click now on the last tab “Languages” and choose another language among the languages you previously enabled. Refresh the home page and check the language change!!
In the next post we will see how to easily edit label translations
Mailchimp is one of the most popular and amazing mass emailing solutions that you can use for free for up to 2k contacts and 12k emails per month (check detailed pricing here https://mailchimp.com/pricing/).
With Dynamics 365 users can use marketing lists to group leads or contacts or accounts manually or according to specific criteria when querying customer data using Advanced Find. Marketing lists can be linked to a marketing campaign which is a native feature as well.
When it comes to bulk email and unless you already have an integrated marketing automation solution like Clickdimensions you cannot use Dynamics 365 for Sales. Users should export customer data and import them in their mass emailing tool (which can be mailchimp, mailjet, atompark, sendpulse,…) before sending them emails. That means you will have customer database in 2 different solutions without automated synchronization nor stats retrieved in your CRM system.
But there’s always a solution…
PowerMailchimp is an addon, a Dynamics 365 solution package to import, that I’ve been using (This addon is developed by PowerObjects, an ISV that has several other amazing and useful addons). It makes it easy to sync your Mailchimp and Dynamics 365 lists and send directly bulk email without leaving Dynamics 365. Stats (Successful deliveries, opens, clicks, etc..) are also synced and can be used in your Dynamics 365 charts and dashboards.
How much does it cost?
2 things to consider when estimating the cost of a Mailchimp/Dynamics365 integration:
How to?
If you plan to use Mailchimp with Dynamics 365 you can get a 30 days free trial of that addon here. You can also find the user guide in that page so you can import the solution and follow some few steps to set the synchronization.
Microsoft has recently decided to retire most of Dynamics 365 certifications by june 30, 2019. You can check out all certifications scheduled to retire here https://www.microsoft.com/en-us/learning/retired-certifications.aspx
New certification program to come will be about role-based certification. That means
Exam MB-200: Microsoft Dynamics 365 Customer Engagement Core This certification is requiered to achieve both Dynamics 365 for Customer Service Functional Consultant Associate and Dynamics 365 for Sales Functional Consultant Associate
Exam MB-210: Microsoft Dynamics 365 for Sales is the second exam to get Dynamics 365 for Sales Functional Consultant Associate certification
Exam MB-230: Microsoft Dynamics 365 for Customer Service is the second exam to get Dynamics 365 for Customer Service Functional Consultant Associate
Existing certifications Microsoft Dynamics 365 customer engagement Online Deployment (MB2-715) and Microsoft Dynamics 365 Customization and Configuration (MB2-716) are still available
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