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

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.

  1. 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


  2. Now, a Quick Create form will appear on which you can select multiple products

  3. Now, when you click on any + sign in blue, you can directly enter what quantity you want to add.
  4. 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.

  5. 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 –

  1. Kanban view in Dynamics 365 Sales | 2020 Wave 1 Early Access Feature
  2. Territories enabled for OOB Hierarchical relationship in Sales Hub
  3. Create your own Insight Cards with Power Automate in Sales Insights
  4. Discount Settings for D365 Sales Line Items – Line Items or Per Unit?
  5. Talking Points in D365 AI For Sales
  6. Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
  7. Contextual Email communication in D365 CE Wave 2
  8. Customize Opportunity Close dialog box in D365 CE v9 Unified Interface – Wave 2 update
  9. Create & Send PDFs from Word Templates for Quotes in D365 CE Wave 2 Updates
  10. Save generated PDFs to SharePoint directly – 2020 Wave 1 | Early Access Feature

Thanks!

Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]

This is one of the most common scenarios where you want to import an entity’s data in Dynamics 365 that has reference to some other entity. And the Lookup’s data is not yet created resulting in the Lookup reference missing. Just like below –

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And resulting into the below –
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And similarly while importing Contacts, the Account might not be already imported. And you get the error ‘The lookup reference could not be resolved

Most common scenario in Dynamics 365 implementations is importing Accounts and Contacts. The Primary Contact tried to lookup an already existing Contact and hence, fails.

Approach

Now, in order to handle such scenario, best and the most simple way is to import this together!

  1. Select both files and add them to a zip file –
    undefined
  2. Name it something appropriate
    undefined
  3. And import this in the Import Wizard in Dynamics 365 CRM.
    undefined
  4. You’ll see the files being included in the zip you selected.
    undefined
  5. After you review your mappings, you can confirm and Submit for Import.
    undefined
  6. There will be 2 jobs submitted and hence, 2 Imports will be created.
    undefined


Result

Now, if you check, both the Lookup references will be maintained.
Account will have the created Contact filled in Primary Contact and Contact record will have Account mapped in the Company Name field (or as per your mappings.)

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In case you might want to look at some more Dynamics 365 CRM posts, you can check below –

  1. Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM
  2. Dynamics 365 PSA v2 to v3 Upgrade failed? Here’s what to do.
  3. Refresh button missing on Roll-Up fields in D365 UCI? Quick Tip.
  4. Store ‘Today’s Date’ in a field to use in workflow conditions in D365 CE
  5. Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
  6. Kanban view in Dynamics 365 Sales | 2020 Wave 1 Early Access Feature
  7. Time/Expense Entry Rejection comments in D365 PSA v3
  8. Custom View Filter JS code not working in Dynamics 365 CE. Why? [Quick Tip]
  9. Show Loading Screen in Dynamics 365 using Client API reference
  10. Accessing multiple occurrences of a field in Business Process Flow using JS in D365 CRM

Hope this helps!

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!! 🙂

Create your own Insight Cards with Power Automate in 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 –
fieldOnForm

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)

  1. 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.
    navigateToCards.png
  2. 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.
    template
  3. Make sure all the permissions are correct and you’re set to modify a Power Automate Template (or create from scratch)
    permissions.png
  4. 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.
renewalDateField
So that the field stores 5 days prior to the Renewal Date
fieldValue.png
(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 –

  1. Now, I want to Flow to be triggered every day at UTC midnight
    flowPart1
    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
    dateConfig.png
  2. In the final step, for Each account, I’ll create a Card with the Account’s details which the user needs to see.
    createCard.png
    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)
cardShowUp

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
clickOpen.png

Hope this helps!!

Business Card Scan in D365 CE Wave 2 Updates

We are close to getting D365 Wave 2 Updates in Oct 2019 and with Early Opt-in to Wave 2 Updates, we are already able to access one of the most desired and requested features of this release – Business Card Scan!

If you are yet to enable Wave 2 Updates for your organization, follow me post on the same here – Early Opt-in for October 2019 Wave 2 Updates. Please do so only on your testing/sandbox environment and not on Production instance yet.

Note that this is only available in US and EU regions as of now and works only in the Unified Interface.

Phone App to scan business cards

Most obvious thing to do is to pull out a phone to scan a card.

  1. Open Dynamics 365 for phones app. And navigate to Quick Create Menu
    qcMenu.png
  2. Then, select Contact
    contactQC
  3. On the Quick Create of Contact form, you’ll see a Business Card control that opens the Camera
    businessCardButton
  4. It will open you Camera and you can simply take a picture of the business card itself like below
    picTaken
  5. It will upload and fill out all the captured information from the card to the Contact form.
    infoCaptured
  6. You can simply Save the record and you’re done. It will be uploaded to CRM.

 

Uploaded

And here it is, uploaded in CRM already.

enteredInCRM

And if you take a look at the record, the picture that was used is also stored in Dynamics
cardInfo

Custom Control Used

If you look at the form customization of the Contact’s Quick Create form, you can see what control was used. It’s AI Builder Business Card control
controlUsed

Hope this helps!

D365 Quick Tip: Est. Revenue calculations on Opportunity

Here’s a quick tip! Either let the system calculate the revenue of the Opportunity based on the Product Line Items or you can enter yourself or add your own custom logic to it.

So, there is a field on the Opportunity entity of type TwoOptions – ‘isRevenueSystemCalculated

And, as self-explanatory as its name, it will let you either set your own Revenue calculations or pull it from the Opportunity Line Details

field

You can either put this field on the form to switch while working or use custom logic (or use Default Value) to be set and keep it hidden from the user as per you requirements.

For the purpose of this blog, I’ve kept it on the form.

System Calculated

When you select System Calculated, the Est. Revenue field is locked and the Revenue is calculated from the Product Line Items.
systemCalculated

User Provided

When you select User Provided, the Est. Revenue field is unlocked and the Est. Revenue is open to enter data into it.
userProvided

Pretty straight-forward! 😊