Menu Close

Tag: #mallareddygurram

{How to} set up Microsoft Teams call directly from Dynamics 365 Sales

uk365guy

Hello Everyone,

Today i am going to show how to set up Microsoft Teams call directly from Dynamics 365 Sales.

Let’s get’s started.

Login into Dynamics 365 Sales.

Change the Settings from bottom left corner side from Sales to APP Settings.

Click on Teams Calls and Microsoft Team calls settings will be opened.

You can set up Microsoft Teams so your sales team can call customers directly from Dynamics 365, with seamless integartion and premium options available.

1. Teams calls:

Allow sellers to make calls right from where they work = ON.

2.Answer incoming calls in Dynamics 365 : ON

When customers or leads call, sellers can aswer in Dynamics 365 and keep all the relevant information at hand.

3. Internal calls will ring only in the Teams app, not in Dynamics 365(recommended)

Transfer calls(preview) = ON

Sellers can transfer calls made in Dynamics 365 using one of 3 modes : blind, sale or consultative.

4. Security roles can be enabled for specific roles.

5.Advanced settings

You can select the Dynamics 365 apps for Teams calls.

for example: Sales Hub.

6. Recording with real-time transcription and insights = ON

Which allows sales team gets most out of every call with advanced conversation intelligence capabilities like AI powered insights rich call summaries and more.

Also enable for security roles.

Finally Click Update button.

Microsoft Teams calls set up successfully.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days)

Share this:

{How to } Enable Sales usage reports in Dynamics 365 Sales Model Driven App

uk365guy

Hello Everyone,

Today i am going to share how to enable Sales usage reports in Dynamics 365 Sales.

Let’s get’s started.

Login into Dynamics 365 Sales

Go to Settings on the bottom left corner and change to APP Settings from Sales.

Turn on Sales usage reports to YES, and SAVE.

SALES USAGE REPORTS:

Which provides information about the historical operational metrics and key performance indicators.

– Help your sales managers understand their teams’ operational metrics.

For more information about the sales usage reports click here

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

How to switch to new Org Chart from old version on Dynamics 365 Model Driven App

uk365guy

Hello Everyone,

Today i am going to share how to switch to New Org chart will fully replace the old version.

Let’s get’s started.

Login into Dynamics 365 Sales

New Org Chart:

Help sellers gain a deeper understanding of account hierarchies and contact influence levels within an account.

Org Chart help you visualize the hierarchy and relationship between departments and roles in your customers organisations.

Note: Starting October 2023, the new org chart will fully replace the old version: Features includes:

Improved Experience: Now access the org chart from contacts form as well. All the contacts associated with the account will be pre-loaded into a list on the left pane. Easily drag and drop from the list to build your org chart.

Add more information: Define contact’s influence level by adding labels or by setting them as assistants.Keep track of important information by veiwing and adding seller notes.

Do more by upgrading your license: Understand the relationship health with your contacts at a glance and stay connected to them through the LinkedIn Integration.

Contact labels:

Now you can create custom labels or modify existing ones and define the label colours through the link below.

1.System administrator or similar role users can turn on org chart feature for sales managers and sellers in your organization.

2. If you have a Sales Manager, Salesperson, or similar role, you can manage org charts and view org charts.

Permissons required:

Roles other than sales managers or salespersons should have permissions to custom entities.

Custom Entities – Microsoft Orgchart node entity – Organization – Create, Write, Read, and Delete

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

Productivity tools settings for Dynamics 365 Sales

uk365guy

Hello Everyone,

Today i am going to show how to set the productivity tools settings on Dynamics 365 Sales from App settings.

Let’s get’s started.

Login into Dynamics 365 Sales.

Change the settings from Sales to App Settings.

1. Enhanced email for timeline:

Toggle to ON and SAVE

It will allow Multitask, compose, and save drafts using email pop -up.

Note: This change will apply to all applications in your organization that use timeline.

2. Business card scan:

Toggle to YES and SAVE.

Easily scan and save business card data to your contacts.

3.Convert to PDF:

Easily export record and form data into non-editable PDF files for convenient sharing, printing, or viewing outside Dynamics 365 Sales. Set which record types may be converted.

By default all tables will be included to export view but you can show only enabled entities to YES and also Filter by entity name too, you can select which tables needs to be included by clicking radio buttons.

Note: First you need to select the tables which you want to include in the export record and form data into an non editable PDF files and select the

4. Enable address suggestions:

If enabled then address suggestions will be displayed when editing the address on the account, contact or lead form.

Toggle to YES and SAVE

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{How to} Using LevelUp View all record values on web browser on Dynamics 365 Model Driven App

uk365guy

Hello Everyone,

Today i am going to show how to see the all record values on a browser.

Let’s get’s started.

Suppose you need to see all records values in one view instead of scrolling through the record form.

Solution:

1. Open the record and click on the Level Up tool on the browser

2. Click on the “All Fields” then the new tab will be opened with all fields displayed(see below)

3. You can check the field values according to the requirements.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this: