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

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

  1. Navigate to Opportunities and open the My Open Opportunities view
    openOppView
  2. Then, select Custom Controls to change to a Kanban view
    selectCustomControls
  3. Select Kanban and make sure it’s selected for all device types
    selectKanban
    clickOK
    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.
showAs
selectKanbanFromView

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

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
howToView

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.
dragStatus

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.
dialogToFill

Based on Business Process Flow

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

bpfType

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

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!

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.

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

  1. SharePoint Integration enabled in D365
  2. 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
  3. Wave 1 2020 Enabled for your Sandbox Organization.

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

Creating PDF

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

 

Saved to SharePoint

You can check the Documents grid, the Document will be attached there –
DocView
onSP
In this scenario, it won’t do both -Download and Save to SharePoint.

Hope you find this feature helpful!

Update Price feature in D365 PSA v3

Typically, your costs for your clients go up by a certain percentage (%). It’s a standard practice to update the entire Price List consistently as and when there’s an increase.

This is a great feature to update the entire Price List by a defined % and then reflect this in the Estimates in your Project in PSA. Let’s take a look –

Scenario

Let’s say your original SalesPrice for a Developer role is $50
scenario1.png

And the same is reflected in the Estimates in a Project as well. Based on $50 for Developer i.e. resource Priyesh Wagh will spend 12 hours. So 12 * $50 for that week of 1st Dec is $600
originalSalesApplied.png

 

Updating Prices in Sales PriceList

Now, there’s an increase you want to apply. With just a simple change, you’ll be able to do so.

Assuming the PriceList in question here is SalesPriceListUS and you want to add a 10% increment to the same. Simply click on Update Prices button as shown below.
originalPrice.png
And specify the % of increment to be applied. Use Negative number to Decrease.
apply10
And there we go, a 10% to $50 is applied to all items as indicated.
scenario2

Update Price on Project’s Estimates

Similarly, to bring the change to the desired Project, look at the Estimates tab on the Project and click on Update Price button to effect the Prices on the table as well.
applyNew.png

And you’ll see the updated prices in Sales time-phase in the Project Estimates
updatedSalesApplied.png

Hope this helps!!

D365 General Tip: Keeping Currency and PriceList in check

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
salesINR

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

visiblePLs

Currency

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

rupeeSelected

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

And try searching your Price Lists again
correctPriceList

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.
typicalError.png

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

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.

menuNavi

settingMenu

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
addedParent

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.
viewHier.png

actualView.png

 

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! 🙂

Viewing Emails as conversations on the Activity Timeline in D365 CE

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)?

distinctEmailViews

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

  1. 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.
    setting

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 –

inConversationEmails.png

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!

A manager is required for non-project time entries, absence, and vacation error in D365 PSA v3

In PSA v3, there occurs a scenario where Resources (Users) have to enter about their absenteeism and they’re not able to submit the request successfully on the Time Entry grid.

Error while Submitting Absence/Vacation & Non-Project Time Entries

  1. Typically, when a Resource has to make an entry for Absence but doing the below
    absenceTypeEntry
  2. And then clicking on Submit.
    submittingTE.png
  3. But, doing so gives an error!
    errorMessage.png

Let’s look at what was missing in readying the system for using PSA for the Resources –

Adding Manager for a Resource

Evidently from the error message itself, a Manager is required to approve the non-project time entries. Here’s how you can set it up!

  1. In PSA, it is required that ‘Manager’ is set for a Bookable Resource to be able to submit an absence/vacation/non-project time entry. Quite logical.
    So, In User record (associated with the Bookable Resource record of the actual user), the Manager should be assigned.
    missingManager.png
  2. Like below, if there’s a manager present, the Resource should have no trouble submitted non-project/absence Time Entries.
    managerAdded
  3. And once this is set, the entries should be submitted without an issue like below –
    entrySubmitted.png

What can the Manager do?

  1. Once this type of Time Entry has been submitted, the Manager can see it under Approval entity in their PSA under Absences/Vacations for Approval
    approvalArrived

Hope this was helpful!