This is a quick tip to help you create your first duplicate detection rule in Dynamics365 for Customer Engagement. First navigate to Settings->Data Management->Duplicate Detection Rule You have already some default duplication detection rules that you can use or unpublish. It is important to know that a duplication detection rule works only if it's published … Continue reading Make your first duplicate detection rule
Quick Tips
How to hide Posts feed in social pane?
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 … Continue reading How to hide Posts feed in social pane?
How to disable Relationship Assistant?
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.
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