Tag Archives: crm

How to Create Project Opportunities? (Episode 10)

Posted on April 1, 2020 by Paresh Sharma

Project Opportunities are warm leads from customers who are interested in contracting your services. Scenario: Adventure Works would like to implement Business Central. Adventure Works contacts Tech Quantum – AU and share their requirements. Add Product based and Project based … Continue reading →

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How to Bulk Delete the Bulk Delete in Dynamics 365?

Posted on February 8, 2020 by Paresh Sharma

The bulk deletion feature helps you to maintain data quality and manage the consumption of system storage by deleting data that you no longer need. But then how do you delete the Bulk Delete logs? Click Advanced Settings > Settings … Continue reading →

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Work With Status Reason Transitions (Episode 10)

Posted on October 10, 2019 by Paresh Sharma

<–Previous Episode The status of a record helps identify where the record is in a specific process. For example, if you’re currently working on a case in the system, the case is considered to have a status of Active. After … Continue reading →

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D365 – Configure Lookup Fields and Customer Fields

Posted on July 20, 2019 by Paresh Sharma

Lookup Fields Lookup fields are used when: You want to select a record from an existing entity When you know that field values can change anytime and are not fixed. For example: Accounts lookup field on Contacts entity Customer Fields … Continue reading →

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Dynamics 365 – Enable Folder Tracking

Posted on May 18, 2019 by Paresh Sharma

This video describes how to Enable Folder Level Tracking in Dynamics 365. Also See: https://youtu.be/ZSMFg_HY2Hk

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Dynamics 365 – Teams and Security Roles

Posted on April 17, 2019 by Paresh Sharma

This video describes how you can create a Team, associate users and apply security roles to that team. The security roles of a team are inherited by the associated users in Dynamics 365.

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Dynamics 365 – Define Permissions and Privileges

Posted on March 27, 2019 by Paresh Sharma

This video explains Permissions and Privileges in Dynamics 365.

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Dynamics 365 – Identify Security Roles

Posted on March 26, 2019 by Paresh Sharma

This video provides you with an overview of what is the security model in Dynamics 365 and what does it control.

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