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USD and PowerApps
Unified Service Desk (USD) can be combined with PowerApps! But why would I want to do this and how could it be achieved?In my opinion including PowerApps in USD can be a very useful / powerful...
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MB2-718 Certification: (Microsoft Dynamics 365 Customer Service) – Field...
As I revise for the MB2-718 exam (Microsoft Dynamics 365 Customer Service) I’m creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is also revising for this...
View Articleautomatically convert emails to leads or opportunities
Hi Community,I would like to automatically convert all incoming emails from a specific mailbox into leads or opportunities.This can be done for cases via routing rules for queues in service management,...
View ArticleDynamics 365 is asking me to submit error message
I have been using salesforce for almost 4 yrs now, I never ever came across, send error report dialog box in a cloud SaaS applications. Why is that Dynamics 365 is asking to send the error report,...
View ArticleWhere is Resource scheduling optimization for Field Service?
Hello,I am trying to find out how to enable and use the new Resource scheduling optimization for Field Service feature but I cannot find this anywhere! Can someone help with this please?According to...
View ArticleDo Team Members have access to Field services?
Hi guys.What are really the opportunities for a Team Member in Dynamics 365? I have read they have read access in most of the apps in Dynamics 365? They can also report time and expenses, take out a...
View ArticleDynamics Plan 1
Hi Folks,Am very new here and a lot confused abt all these nice stuff.First, can someone pls confirm or otherwise if PLAN 1 comes with Talent?THANKS
View ArticleQuick Campaigns on Marketing List Form
Hi,Before I customised the system there was a sub-grid on the Marketing Lists form showing all 'My' quick campaigns sent to that list.I would like to restore that sub-grid, although preferably with all...
View ArticleCRM Online (Trial) + USD
Hi all,I am currently in the mids of exploring the posibilites for Unified Service Desk.So far i have succesfully created a few hosted controls, buttons, actions, session lines and navigation rules.So...
View ArticleComputer Telephony Integration in MS CRM ?
I have been trying to find out the best ways of doing the CTI(Computer Telephony Integration) with CRM, I have found USD but after looking in to it I am not sure, will it provide full support for CTI...
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MB2-717 Certification: (Microsoft Dynamics for Sales) – Sales Literature
As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the...
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MB2-717 Certification: (Microsoft Dynamics for Sales) – Competitors
As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the...
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MB2-717 Certification: (Microsoft Dynamics for Sales) – Sales Territories
As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the...
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Unified Service Desk for CRM 2015 Online - CTI Simulator using Generic...
Hello All,I have installed USD for CRM online 2015 and deployed CRM 2013 SP1 product package .Now, I'm trying to implement the walkthrough for USD-CTI integration as mentioned in...
View ArticleInstall Field Service on Dynamic CRM 2016 on premise
Hi,How to install Field Service on Dynamic CRM 2016 on premise?Please let me know.Thanks & Regards,Vivek
View ArticleMultiple Campaigns against the one lead
Hi,Is there a way to mark a lead with multiple marketing campaigns so i know which ones have been targeted to which leads as one lead may have 3 or 4 marketing campaigns it's involved in and i want to...
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MB2-717 Certification: (Microsoft Dynamics for Sales) – Currencies
As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the...
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MB2-717 Certification: (Microsoft Dynamics for Sales) – Goals
As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the...
View ArticleCRM First Steps
Dear All,I am a new one in CRM and I have recently started to learn CRM as well as expand my career with this one. But, I have a trouble with the matter of "where should I begin to learn and what is...
View ArticleMultiple Campaigns against the one lead
Hi,Is there a way to mark a lead with multiple marketing campaigns so i know which ones have been targeted to which leads as one lead may have 3 or 4 marketing campaigns it's involved in and i want to...
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