Enable OneNote Integration for Dynamics 365 Sales environment

January 2, 2024 priyeshwagh777 d365 for sales, Dynamics 365 CE Dataverse, Dynamics 365, onenote integration, onenote integration with crm, power apps, Power Automate, Power Platform, sharepoint integration

Since collaboration tools like Teams, SharePoints are a norm, so is OneNote. Here’s how you can enable OneNote Integration in your Dynamics 365 CRM Instance –

Settings

Given that you are a Dynamics 365 Administrator, you can navigate to Power Platform Admin Center of your environment –

Go to the Settings on the Environment you want to enable OneNote Integration on
Once you are in Settings, you can expand Integration section and then click on Document management settings.
Then, you’ll be redirected to the classic UI and there, you can select Enable OneNote Integration (provided that SharePoint Based Document Integration is already enabled).
It’ll open up this dialog box and you’ll see the pre-enabled OneNote for the tables which you want to enable. You can choose the ones you want to enable OneNote Integration for and click Submit. This dialog box will then close.
Also, double-check on the entity level if OneNote Integration is turned On or not.
Once this is done, you can refresh the record on which the OneNote Integration is enabled and click on + on the Timeline to show the Activity options. You’ll see OneNote appear as well.
Once you click on it, it’ll be redirected to SharePoint location where the OneNote notebook is created.
Now, when you come back on the record and click on Related section and go to Documents. You’ll see the OneNote notebook appear there in the record.

Hope this post helps!

Here are some Power Automate posts you want to check out –

Thank you!

Add multiple Opportunity Products at once in Dynamics 365 Sales | Enhanced Experience [Preview]

August 12, 2020August 12, 2020 priyeshwagh777 d365 for sales, Dynamics 365 CE add multiple products, d365 Administration, dynamics 365 for sales

Very easy tweak but this will save loads of your time. One of the most important asks by Salespeople is perhaps this – “Add multiple Products on Opportunity at once!“

Here’s how you can do this –

Classic Experience

In current/classic experience, if you open Opportunity Lines and go on to add a Product as below –

It’ll either open in a New form.

This isn’t intuitive. You definitely need better experience.

Enhanced Experience

In System Settings, under Sales, you’ll need to enable the Adding Products to Yes. This will enable the enhanced experience.

Now, when you click on Add Products in the Opportunity’s Product Line Items tab, you’ll see a Quick Create Form like form on which you can Add Multiple Products in one go.

And then go to + Add products
Now, a Quick Create form will appear on which you can select multiple products
Now, when you click on any + sign in blue, you can directly enter what quantity you want to add.
Also, if you go to the Selected section which indicated how many unique products you’ve added, you’ll be able to remove the added Products in case you don’t want them

and then Delete the same if needed.
Now, let’s say I have this finally and when I click on Add to Opportunity, they get added as Opportunity Lines

And they appear as below

Hope this helps!!

Here are some more D365 For Sales articles you might want to check out –

Thanks!

Kanban view in Dynamics 365 Sales | 2020 Wave 1 Early Access Feature

February 17, 2020February 23, 2020 priyeshwagh777 d365 for sales, dynamics 365 administration, Dynamics 365 CE 2020 Wave 1, D365 CE, d365 for sales, D365 Sales, dynamics 365 for sales, Kanban, Kanban View

Kanban View in D365 is another desired feature for Dynamics 365 Salespeople is here in the 2020 Wave 1 Early Access feature-set!

Disclaimer: Before we proceed, please note that this is a part of the Wave 1 2020 Early Access. We can’t be sure if this will make it to the final release. Also, you can enable Early Access into your Sandbox instance only and test since it’s not recommended for Production at this point.

Enabling Kanban View

Navigate to Opportunities and open the My Open Opportunities view
Then, select Custom Controls to change to a Kanban view
Select Kanban and make sure it’s selected for all device types

Finally, just Save and Publish.

Using Kanban View

Now, once changes are published, on your My Open Opportunities view (you should already see it in Kanban). If not, select the Show As to show Kanban as an option and then select Kanban.

Once done, you can select the Kanban type i.e. based on Business Process Flow or based on the Stage of the Opportunity.

How to Read the Kanban View

In the below, screenshot, the value denotes the total of the relevant Amount in that stage. Say, total of Estimated Revenue when an Opportunity is Open and the one on the right denotes total records that can be currently seen against how many records are actually present in that stage

Based on Status

Now, the Kanban view based on Status will let you move your Opportunity between two statuses. Say, in this example, the status is in Open, you want to mark it as Won.

And when you drop it on the Won status, the Opportunity Close dialog will appear where you can just fill in the required information and just close.

Based on Business Process Flow

And in Business Process Flow type, you can just move the Opportunity between different stages of the BPF

Moving the card to either direction will open up the actual record itself to make the final change.

Hope this post helps you get started!! 🙂

Save generated PDFs to SharePoint directly – 2020 Wave 1 | Early Access Feature

February 11, 2020February 11, 2020 priyeshwagh777 CRM with .NET Web Applications, d365 for sales, dynamics 365 administration, Dynamics 365 CE 2020 wave 1 early access, dynamics 365 sales, pdf documents, pdf generation, sharepoint

With Wave 1 of 2020, Early Access lets you use fantastic features in Dynamics 365 CE. For Sales customers, this little feature will definitely be a delight!

Let’s start! Till now post Wave 2 2019, you were able to generate PDF Documents from the Document Templates you created for entity records. You can now take it a step further by having to choose between just downloading the file or Saving it to SharePoint directly behind the record.

Pre-Requisites

SharePoint Integration enabled in D365
Generate PDF option enabled for the entity record you want this feature on.
If you are looking to enable this feature, check this post – Create & Send PDFs from Word Templates for Quotes in D365 CE Wave 2 Updates
Wave 1 2020 Enabled for your Sandbox Organization.

You don’t need to perform additional settings for enable/disable this feature.

Creating PDF

Just as you used to create a PDF from Wave 2019 updates, you need to do the same.
And you’ll be prompted if you want to also save it to SharePoint.
Once successful, you’ll see that it was saved to SharePoint.

Saved to SharePoint

You can check the Documents grid, the Document will be attached there –

In this scenario, it won’t do both -Download and Save to SharePoint.

Hope you find this feature helpful!

D365 General Tip: Keeping Currency and PriceList in check

December 5, 2019 priyeshwagh777 CRM with .NET Web Applications, d365 for sales, Dynamics 365, Dynamics 365 CE price list

In a hurry, you perhaps selected a similar looking Price List on your Quote and you want to change it.

Example: By mistake, I have selected “SalesPriceListINR” and want to select “SalesPriceListUS”

But when you try to do this, you can’t see the PriceList you want to set. Why is that?

Currency

That’s because the Currency selected on the record is Rupee (₹) and your PriceList has the currency US Dollar ($)

Change it to US Dollar and you’ll see your PriceLists show up.

And try searching your Price Lists again

Error while changing PriceList

In a typical scenario, if you have child records dependent on the record you are changing, you’ll see this error.

But as simple as the wordings are, you’ll need to do the needful and make sure there are no Currency dependent records associated.

Hope this helps!

Territories enabled for OOB Hierarchical relationship in Sales Hub

December 3, 2019 priyeshwagh777 CRM with .NET Web Applications, d365 for sales, Dynamics 365 CE dynamics 365 Wave 2, October 2019 Wave 2, sales hub, sales territories

With the 2019’s Wave 2 Update releasing, the out-of-the-box Sales Territory entity has been enabled with Hierarchy settings.

Define Hierarchy

Let’s say you are in Sales Hub and in App Settings, look for Sales Territories on the left-hand menu.

It’ll show up all Territories, open the same and add a Parent territory
Let’s say, I opened Japan, I’ll add Asia-Pacific as the parent of the territory

Once I do so, I can see the saved changes using the View Hierarchy button on the ribbon on either the Main Form on the public View.

Note: It won’t immediately appear once you enter a Parent and save, please reload the page.

Please note that this is only for Unified Interface and not available for the classic UI. Also, this is only for the Sales Enterprise license.

Although the feature says it’s only available for Unified, I was able to catch it in classic UI as well. But this is discouraged since we are moving towards Unified UI and classic UI will soon be gone.

Hope this quick tip helps! 🙂

Create your own Insight Cards with Power Automate in Sales Insights

November 19, 2019 priyeshwagh777 d365 for sales, Microsoft Flows, Microsoft PowerApps, Power Automate Dynamics 365, dynamics 365 ai for sales, dynamics 365 for sales, Microsoft Flows, Power Automate, sales insights

Sales Insight’s cards are not just restricted by what is provided by Sales Insights for your Org, you can make your own using Power Automate too. Here’s how –

Requirements

These features aren’t free under Free Features of Sales Insights. Sales Insights license is for $50/user/month. More info on licensing here – Sales Insights Licensing

For free features, only pre-defined Insight Cards show up. You don’t get to create your Cards. To try this feature, you can create a 30-day Sales Insight trial.

Scenario

Let’s say you have a custom field on the Account called as Renewal Date which holds a Date of renewal for an account. And you want to create an Insights card to show up whenever this date is within 5 days –

Create a new Insights Card using Power Automate

Let’s say you have Sales Insights already setup in your Org and you have moderate knowledge of Power Automate (formerly known as Flows)

Navigate to Sales Insights settings in Sales Hub > Global Settings > under Assistant Studio, look for Home and you’ll see a button to Create a new Insight card.
Since our requirement is a pretty common one and Power Automate has a template for it already, you can select one or even start from scratch.
Make sure all the permissions are correct and you’re set to modify a Power Automate Template (or create from scratch)
Let’s say you are making this run on a daily business during your non-business hours.

Little Tweak to store a Reminder Date in D365

I wanted to have a custom reference of the Reminder Date in my own way in D365 instead of making the Power Automate query more complex.
I’ve created a Calculated Date field for RenewalReminder to store date of 5 days before the Renewal Date and this will be maintained for all records.

So that the field stores 5 days prior to the Renewal Date

(I’ve hidden it away in actual implementation later on)

In the past, I’ve implemented a similar scenario to store current date used for views in D365, reference Blog: Store ‘Today’s Date’ in a field to use in workflow conditions in D365 CE

Design Power Automate

Since we’ve chosen a template to get a reference from, feel free to remove/modify whatever you need to –

Now, I want to Flow to be triggered every day at UTC midnight

Details: Every midnight, fetch me Accounts where I RenewalDate has passed so that selective Accounts will be queried, and then I want to create cards for those accounts in the next step.
And I’m only comparing the RenewalReminder field value to the current date since it will run everyday
In the final step, for Each account, I’ll create a Card with the Account’s details which the user needs to see.

I’ve set some properties which are quite self-explanatory. I’ve made the Open button on the card to open the record itself.
And I’ve also made the card to show up only until the Renewal Date. (Maybe setup a separate process for Accounts past renewal date)

And that’s that! Your Power Automate is ready to create Insight Cards which remind you of an upcoming renewal

Seeing it Run

Now, every day when the Power Automate runs, it will create Insight cards for you and they’ll appear as you’ve configured them. In this case, For Alpine Ski House account, the Renewal Date is 20th Nov, so the card has started showing up since 5 days before the Renewal Date (Date stored in RenewalReminder for referencing, you can choose your own way to do so in Flows)

Even in your Dashboards, since you’re the owner of the record and it’s set to show only to the owner, you’ll see it and clicking on the Open button will open the Account record itself

Hope this helps!!

Viewing Emails as conversations on the Activity Timeline in D365 CE

November 10, 2019November 10, 2019 priyeshwagh777 d365 for sales, Dynamics 365 CE d365 for sales

When you have Timeline and you actually use it to check related Activities, won’t it be really cool to see which emails are in a chain? Like which ones are a part of the conversation?

Well, that’s exactly what this little but extremely beneficial feature let’s you do.

Now, can you tell, by just looking at the below Activities that have come in and arranged sequentially (traditionally)?

In the pic above, they are all a part of the same email chain but have come at different times so appear distinct and you can’t easily make out that they actually are a part of the same email conversation.

So now, you can now view Email activities as conversations on the Activity Timeline!

Personal Settings

Open your Personal Settings in D365 CE and go to Email tab as shown below. Look for ‘Show emails as conversation on Timeline‘ feature and turn it on.

Viewing Emails as Conversations

Now, it’s pretty easy to look at activities that are a part of the same email conversation. And they are denoted by a visual cue that indicates they are chained together –

Note: This feature is available only on the Unified Interface and won’t be available on the Timeline on the classic UI.

Hope this quick tip helped!

D365 Demystified

A closer look at Microsoft Dynamics 365.