The Brand New Org Chart in Dynamics 365

The brand new Org Chart in Dynamics 365 lets you maintain external organization charts for your accounts. You can build a hierarchy for existing accounts or use it as a starting point for adding contacts to a new account. The org chart control lets you see contact cards collapse and expand branches drag and drop…

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Be Prepared with the New Playbooks in Dynamics 365 for Sales

Playbooks Dynamics 365 for Sales is introducing Playbooks, a new capability to help you automate repeatable sales activities and respond to external events. In the age of the customer, buyers have the upper hand in the relationship with sellers. With nearly limitless access to information, they can dictate their own customer journeys, rather than follow…

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Make the most of the new Dynamics 365 App for Outlook

Everybody loves Outlook. Most of our daily communication and planning takes place in Outlook. Some argue that Outlook is the first thing you open when the day begins, and the last thing you close when the day ends. Many of us also work with business relations (customers, prospects, contacts, accounts, etc) on a daily basis….

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Leverage the power of LinkedIn in Dynamics 365

  So you have Dynamics 365 and a LinkedIn Sales Navigator (LISN) license. Now you’d like to leverage the power of LISN in your Dynamics 365 – eg see all common connections between you and a new lead right there upon the lead creation, in order to allow for warm introductions. We’ve published a new…

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Entity Dashboards in the new Dynamics 365 UI

Entity dashboards If you spin up a trial  of our Dynamics 365 Spring 2017 release (aka v9) you’ll also get the Sales Hub app. In this app you can work with dashboards as you always could, but you will also find a new type of dashboard – the entity dashboard (very similar to the dashboards…

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How to Export and Import Voice of the Customer Surveys

So you’ve built a Voice of the Customer Survey in one of your Dynamics 365 tenants, and now you would like to use that survey as a starting point for a new survey in another Dynamics 365 tenant. How can that be done? Can you export a survey and import it into another tenant? I’ve seen…

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Working with Survey and Question Responses in Dynamics 365 Workflows

On our new and improved documentation site Microsoft Docs you can find technical documentation, API reference, code examples, quickstarts, and tutorials for developers and IT professionals, including an article on how to leverage the Voice of the Customer (survey) solution included with your Dynamics 365 system – Get feedback by using Voice of the Customer…

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Virtual Entities – Relationships

In my post Virtual Entities I walked through the steps of creating a Virtual Entity using the data source “http://services.odata.org/V4/OData/OData.svc” Another open data source is “http://api.purdue.io/odata” (publicly accessible), which lets us leverage a 1:n relationship that exists between (course-) subjects and courses in that provider to create and relate two virtual entities. So if I…

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Virtual Entities Demo Solution

In a previous blog post Virtual Entities I listed the steps to create a Virtual Entity. Demo Solution To test a virtual entity you can Create a Dynamics 365 free trial Download and import the demo solution used in the above mentioned blog post Please go here to get the link to the trial page…

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The New Customer Service Hub in Dynamics 365

The new Customer Service Hub in Microsoft Dynamics 365 is optimized for the Customer service module. It is a focused, interactive interface, designed to simplify your day-to-day job. To navigate to the new Customer Service Hub simply expand the Dynamics 365 app chooser in the upper left corner of Dynamics 365, and click Customer Service…

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