Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

Save and Email PDF options added to Dynamics 365 Sales – 2020 Release Wave 1 Plan


The PDF generation capability has been added to Dynamics 365 Sales for the following entities: Lead, Contact, Account, Opportunity, Quote, Order and Invoice.

As an Admin, we can configure it here.

Enabling it adds the Create PDF and Email as PDF commands.

Create PDF and Email as PDF options will let the user select the templates available for that entity.

The generated pdf document through Create PDF option, can either be saved in SharePoint or in the local drive.

Clicking on Download starts the Export to PDF process and saves a copy of the pdf.

Clicking on Save saves it in the SharePoint Document Location configured

Email as PDF option can be used to email the PDF directly to the customer.

It basically opens the Email record with PDF added as an attachment.

The mapping for the email opened –

Check other blog posts on

Release 2020 Wave 1: https://nishantrana.me/2020-release-wave-1/

Release 2019 Wave 2: https://nishantrana.me/2019/12/31/dynamics-365-2019-release-wave-2-blog-posts/

Hope it helps..

Sales Team Member app module in 2020 Release Wave 1 Plan


A new Sales Team Member App has been made available in the 2020 Release Wave 1 plan that is specifically designed for users having Team Member License.

Below are the roles assigned to the app.

Below are the entities available for the users within the Sales Team Member app

Team member licensing is targeted towards the lightweight users that need limited access across the Dynamics 365 Apps.

Below are some of the rights/actions that Team member License User can perform –

  • Read all Dynamics 365 application data and Custom Entity Data.
  • Can Access Customer Engagement applications from Web App, Mobile, Tablet and Outlook.
  • Mobile Offline capabilities are not available for Team Member Licenses.
  • Create, Update and Delete
    à Activities, Announcements, Contacts, Custom Entities (15 max), Notes associated with them, Personal Views, Saved Views, Email Templates, Word Templates.
  • Create and modify up to 15 Custom Entities (per application) in addition to the OOB entities.
  • Export data to excel.
  • Access user reports, charts and dashboards.
  • Through Portal and API – create, read, update and delete Cases.
  • Post and follow activity feeds.
  • Perform mail merge.
  • Start a dialog.
  • Associate a marketing list with contact or account.
  • Use a queue item.
  • Use relationships and connections between records.
  • Use the search and advanced find.

The below diagram from the Licensing guide explains how team members’ license fits with the need to access custom entities.

Licensing is one the most complex part about the product, so it always recommended to go through the licensing guide and clear any doubts from Microsoft before deciding.

Download the Dynamics 365 Licensing Guide

https://go.microsoft.com/fwlink/p/?LinkId=866544

Also, check

https://docs.microsoft.com/en-us/dynamics365/get-started/team-members-license

https://docs.microsoft.com/en-in/dynamics365/sales-enterprise/sales-team-member

Check other blog posts on

Release 2020 Wave 1: https://nishantrana.me/2020-release-wave-1/

Release 2019 Wave 2: https://nishantrana.me/2019/12/31/dynamics-365-2019-release-wave-2-blog-posts/

Hope it helps..

Configure Sales Hub from Centralized Location (General Settings Section added) for Dynamics 365 for Sales – 2020 Release wave 1


With 2020 Release wave 1 we have a new General Settings section add to App Settings for Dynamics 365 for Sales for easy configuration of the app from a centralised location.

In 2019 Release wave 2 à

There is no general setting section.

In 2020 Release Wave 1 à

We have the General Settings section added to App Settings

Below are the different configuration options available as a part of it.

  • Auto creating records for newly qualified leads

This feature was added as part of Release 2019 wave 2, which lets the Administrator configure which records to be created Account, Contact, and \ or Opportunity. Get more details below.

https://nishantrana.me/2019/11/22/lead-enhancements-in-dynamics-365-for-sales-2019-release-wave-2/

  • Custom fields on Opportunity Close Dialog Box.

In 2019 Release Wave 2 à This feature was added which finally allowed adding custom fields to Close Opportunity Dialog box.

https://nishantrana.me/2019/11/22/customize-opportunity-close-dialog-box-dynamics-365-for-sales/

  • Enhanced Email

In 2019 Release Wave 2 à The new feature added pop-up email window for the user to refer the main record. Get all the details below.

https://nishantrana.me/2019/11/23/contextual-email-communication-in-dynamics-365-for-sales-2019-release-wave-2-unified-client/

  • Business Card Scan

In 2019 Release Wave 2 à This feature allowed scanning of the business card, which auto-populated the configured fields in the form.

https://nishantrana.me/2019/12/23/scan-business-cards-in-dynamics-365-for-sales-2019-release-wave-2-unified-interface/

The PDF generation capability is available for additional entities earlier it was only available for Quote with version 9.0.1911.1009 of the product.

More on this

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enable-pdf-generation-quote

  • Microsoft Team Integration

  • LinkedIn Integration

Check other blog posts on

  • Release 2020 Wave 1

https://nishantrana.me/2020-release-wave-1/

  • Release 2019 Wave 2

https://nishantrana.me/2019/12/31/dynamics-365-2019-release-wave-2-blog-posts/

Hope it helps..

Email template enhancements in Dynamics 365 for Sales – 2020 Release wave 1


With 2020 Release wave 1 we have new features added to email templates selection, which makes it more intuitive and easier for the users to pick the correct template.

In 2019 Release wave 2 à

Clicking on the Insert Template button will open up a dialog box to specify language and search for the template.

In 2020 Release wave 1 à

Clicking on the Insert Template button will open the Email Templates Dialog box which will list down templates for selection based on the recipient selected.

And if we have 2 different types of recipients it asks us to select the recipient first to populate the template accordingly.

Search option lets us filter the templates further

We can also preview the messages before applying the template.

Also click on the Email button on the Activities window, opens the new email form as model dialog

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Also check out

Opportunity Product enhancements in 2020 Release wave 1

https://nishantrana.me/2020/02/10/opportunity-products-enhancement-in-dynamics-365-for-sales-2020-release-wave-1/

Hope it helps..

Opportunity Products enhancement in Dynamics 365 for Sales – 2020 Release wave 1


With 2020 Release wave 1 we have new features added to the experience of adding opportunity product (product line items) to an opportunity, which makes it easy to search, explore and add multiple products at once.

In 2019 Release Wave 2 à

Clicking on Add Product button

Opens the new opportunity line form

With 2020 Release wave 1 à

On click on Add Product button, we get the Add Opportunity Products dialog box.

Which lets us

Search à

See more details of the product à

Select multiple products à

See the recently used products for quick accessà

Add write-in products à

View all the selected products and remove them if required using the delete icon and to add multiple products through the Add to Opportunity button.

The above features are only for Opportunity Products, for Orders, Invoices and Quote it will still open the corresponding create form for creating/adding the record.

Also, check out the enhancements added to Products in the previous version

https://nishantrana.me/2019/12/28/opportunity-quote-order-invoice-product-related-enhancements-in-dynamics-365-for-sales/

And

Email Template enhancements in 2020 Release wave 1

https://nishantrana.me/2020/02/11/email-template-enhancements-in-dynamics-365-for-sales-2020-release-wave-1/

Hope it helps..

Fixed – Microsoft.Crm.CrmException: Property ‘x’ isn’t declared on the control manifest in Microsoft Dynamics 365


We got this error while trying to save the form which uses the PCF Control.

This was because the name of the property was changed

And the updated solution was imported, while the control on the form was still referring to the old property name.

Fix is straightforward, remove the field using that control with old property name from the form and save the change.

Hope it helps..

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