Microsoft D365 Tips

When an opportunity is either won or lost, a special type of activity is generated called a  Resolution Activity . Users can open these activities and see information regarding when the activity took place, the actual sales value, why they might have lost an opportunity, or the competitor to whom it was lost.

With Dynamics 365 for Sales users can use Business Process Flows on Leads. Business process flows help a user navigate through any process, usually a sales process. Out-of-the-box when you create a new lead there are four stages on a lead on the form: Qualify, Develop, Propose, and Close. Within each of these stages there are multiple criteria to be filled to advance to the next stage. E.g.: establishing a purchase timeframe or determining whether the lead is an existing contact. These business process flows are customizable. A dynamics administrator can update the stage names or add additional stages The steps within each stage can be configured so as to require a user to enter certain information before moving on to the next stage. There can also be multiple business process flows created for the different criteria a business may use to make a sale. The default business flow for new leads is the ‘Lead to Opportunity’ business flow. When you click the button to ‘...

For new and current implementations of Dynamics 365 that require adherence to strict regulations such as FedRAMP and HIPAA, there are now powerful options available in the July 2017 update for Dynamics 365. These new features specifically address User Session Management, and Activity Log Management . To clarify for those slightly confused by the nomenclature of the latter, it does not specifically have to do with CRM Activity records, but is rather better described as functionality to replace the Audit Log. User Session Management Settings in Dynamics 365 Some government regulations and company policies require strict management of session timeouts in software for security purposes. In previous versions of Dynamics CRM, the session timeout for a user was generally configured to 24 hours, which does not meet these guidelines. Nevertheless, with the new User Session Management features in Dynamics 365 we can now easily configure within System Settings to change the timeout t...