Category: Microsoft Dynamics 365

Similar to the Opportunity entity, we can add a Kanban view to Activities.

https://nishantrana.me/2020/02/14/kanban-view-for-opportunity-in-dynamics-365-sales-2020-release-wave-1-plan/

Open the Activity entity for Customization and add the Kanban control and publish the changes.

*similar to Kanban, we can configure Calendar control for Activity.

After publishing the changes we will have both Kanban view and Calendar Control view available for use to selectà

Kanban view shows the activity records based on the different status.

Clicking on Title opens the record in the new window

Fields are editable

The view can be filtered based on Due date and Activity Type

We can use Search to filter the result in view

Each lane shows the total records in that particular lane

Supports drag and drop

Moving the record to the Completed lane

Opens the Close Task dialog

Within the Close Task Dialog box, we have the option to specify Completed or Cancel for the task.

Here we selected Canceled, which moves the record to Canceled lane.

The Closed / Completed activity cannot be dragged to Open lane and reopened for out of the box entities except Campaign Response.

Below we are moving Campaign Response activity record from Completed to Open lane.

The custom activity can be moved between the lanes without any such restriction. i.e. It can move from Cancelled to Completed or Completed to Cancelled, or From Completed and canceled to Open, etc.

With upcoming releases, we would see the option of adding Kanban view to other entities. (Right now, we can add the Kanban View to other entities but it renders as blank except Activity and Opportunity).

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..

With the 2020 Release Wave 1 Plan, now Kanban View can be added to Opportunity.

To configure it, open the Opportunity entity for Customization, go to Controls tab and Add Kanban control to it and publish the changes.

This adds the Kanban view to the Opportunity’s view.

There are 2 different Kanban views available

• Based on the BPF Sales stage (stages of the Opportunity sales process BPF)
  

• Based on Status (Open, Won, Lost)
  

Let us look at different actions that we can perform within the Kanban view.

• Clicking on Title opens the record in new window

• Fields are editable

• Use Search to filter the result in the view

• Each lane shows the total of estimated revenue and total records in the lane

• Supports drag and drop

Here we are dragging the 4G Enabled Tablets record to Won Status lane.

It opens the close opportunity dialog box.

We can update the values and add a description if needed. Clicking on OK moves the record to the Won status lane.

Similarly dragging the record from Lost and Won to Open Lane, reopens the record.

In the case of the Business Process Flow view, moving the card to another stage lane will open the record itself.

Here moving record titled Audio from qualify to develop lane

Opens the BPF in the record itself.

Currently, the Kanban view is only available for Opportunity Sales Process flow.

Updating the Display Name of the stage, adding/removing a stage all is reflected back in the Kanban View.

The Kanban View for the updated process reflects the changes made

With coming releases, expecting this feature added to other business process flow.

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..

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..

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..

In the same line as Profile Timeline PCF Control, we can use the same concept to create a control that shows likes timeline that displays the recently like tweets of a specific public Twitter Account.

More on this

https://developer.twitter.com/en/docs/twitter-for-websites/timelines/guides/likes-timeline

Here we have specified the public twitter account nishantranacrm in this case, it will show all the tweets that are liked by that profile.

We can have both the Profile Timelines and Like Timelines control for the profile that we are interested in for a lead, contact or account record.

Get it here

https://github.com/nishantranacrm/PCFTwitterLikesControl

Hope it helps..