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Tag: Dynamics 365

Views done simple – Episode 006

While the new features of Dynamics 365 may be flashy and exciting, it’s also important to understand the basics in the system. In this episode we cover the end user views and simple navigation including searching for a record, saving a view, and showing how charts and views interact with each other.

Resources:
Understand views (lists)

 


Wrapping the System Settings – Episode 005

It’s time to wrap up the system System Settings in Dynamics 365 Customer Engagement. There are so many settings that we had to create two videos! Check out the General Tab settings video here.
Here is a quick recap of the tabs covered and links to the Microsoft Documentation.

Sales Process In 10 Minutes Out of the Box Dynamics 365 – Episode 004

Ever wonder how Microsoft designed the Lead to Order sales process in Dynamics 365? In this episode we go start with a lead entered from the web and follow it all the way through to an order.

 

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Twitter: @theBaconBytes


So much power! System Settings General Tab – Episode 003

There are so many System Settings that we took a whole episode for just the General Tab! Dynamics 365 empowers you to update settings at a system wide level that will impact all users. It is important to not only review them when you first deploy but to also stay up to date with them as Microsoft is consistently adding new system settings.

 

If there is a specific topic that you are interested in, use the navigation below to jump to that section.

Allow text wrapping in form fields labels and values – 1:44
Enable auto save on all forms – 2:30
Enable presence for the system – 3:10
Name Format – 3:39
Pricing Decimal Precision – 4:21
Share reassigned records with original owner – 4:36
Set blocked file extensions for attachments – 5:05
Display currencies by using – 5:39
Enable Relevance search – 5:48
Enable Quick Find record limits – 6:02
Select entities for Categorized Search – 6:48
Show Bing Maps on forms – 7:18
Enable country/region code prefixing/Country/Region Code Prefix – 7:49
Select provider for Click to call – 8:00
Users see app download message – 8:18
Use custom Help for customizable entities – 8:32
Global custom Help URL – 8:31
Enable Learning Path – 9:07
Disable Social Engagement – 9:20
Display welcome screen to users when they sign in – 9:30
For compatibility, use the legacy form rendering engine. Note that performance may be adversely affected. – 9:38
Show default app on landing page and in app switch/Default app name – 10:14
Display cards in expanded state – 10:23
Set session timeout – 10:52
Set inactivity timeout – 11:25
Set Azure Content Delivery Network options – 12:28
Key Take Aways – 13:32

Additional Resources:

System Settings dialog box – General tab

New Dynamics 365 Version 9.0 System Settings

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My settings, my way in Dynamics 365 – Episode 002

Having your Personal Settings setup and configured properly goes a long way to improving your user experience in Dynamics 365.

Additional Resources:

Set personal options
Why can’t I change my personal settings in Microsoft Dynamics CRM 2013? A simple fix to a big personal problem.

Please leave a comment on ways we can improve this channel and if you liked the video, please leave a comment so we know it was helpful.

Connect with us on Twitter: @thebaconbytes


How to navigate in Microsoft Dynamics 365 – Episode 001

Laying a foundation for everything you do in Microsoft Dynamics 365 is navigation. We cover the general navigation in the header along with touching on global search and quick create.

 

Office 365 app launcher – 0:20
Dynamics Apps – 0:50
Site Map – 1:10
Recently Viewed Items – 2:10
Global Search – 2:40
Filter Global Search – 3:30
Recent Records – 3:52
Quick Create – 4:28
Advanced Find – 6:07
Personal Settings – 6:26
Help – 6:43
Upload Profile Image – 7:00

Additional Resources:

Office 365 app launcher
Quickly navigate with the Office 365 app launcher and the Dynamics 365 home page
Use Relevance Search for faster, comprehensive search results
Quick create
Set personal options

Please leave a comment on ways we can improve this channel and if you liked the video, please leave a comment so we know it was helpful.

Connect with us on Twitter: @thebaconbytes


Welcome to the Bacon Bytes!

This video is a high level overview of the website and our goal in creating it.

We look to create high quality valuable content for users and system administrators for Microsoft Dynamics 365 and Office 365 as Microsoft is releasing product updates all the time and it’s hard to keep up with the changes.

Please leave a comment on ways we can improve this channel and if you liked the video, please leave a comment so we know it was helpful.

Connect with us on Twitter: @thebaconbytes