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1 Welcome! Please take a seat, we will get started shortly

2 Newest Features of D365 You re not Using Youngha Kim

3 Your Presenter Youngha Kim Solution Specialist

4 Agenda New Features Editable Grids Multi-Select Option Sets Business Process Flow Enhancements D365 App for Outlook for Mobile Easy Add-Ons/New Feature Not In Advanced Find View Q&A

5 Objectives Get you and your Users EXCITED about D365 Resolve Pain Points with existing D365 Functionality Drastically increase User Adoption with added features Add powerful tools to your CRM Administrative repertoire without CODE!

6 This ever Happen to you?

7 Pain Points Used to open every record to edit Editing same field on different records, but different values Excel Online Import File Advanced Find

8 Main Entity View Editable Grids

9 Main Form Subgrid View Editable Grids

10 Demo

11 Gotchas! Need to add All Lookup fields as Property Settings (Slide 18) Cannot select certain views to enable Editable Grids All Views or None Cannot edit Customer fields lookups to Accounts and Contacts Select a lookup record Read Only view has linked records to open by click Change Owner of a record Use Assign Edit fields that s pulled from Associated Entities Edit Composite Fields

12 Editable Grids Prerequisites Microsoft Dynamics CRM / Microsoft Dynamics Online/On-Premises Feature Applies to: EVERYDAY D365 USERS Data Entry Users

13 How to setup editable grids on Main Views Settings Customizations

14 Customize the Solution Accounts OR Solutions Personal Solution Accounts

15 Controls Tab Add Control Editable Grid Add Save Publish Customizations

16 Users can toggle between Read Only and Editable Grid View

17 Make Editable Grid Default view Web, Phone, or Tablet

18 Adding Lookup fields Accounts Controls Add Lookup

19 Available View: Select View with Lookup fields Available Column: Select Lookup field

20 Filter Lookup values based on relationships of entities Show only Contacts with same [Account] Company Name as [Contacts] Company Name

21 Add Lookup for all Lookup fields on all Editable Grid Views Save and Publish

22 How to setup editable grids for Subgrids Settings Customizations

23 Customize the Solution Entity the Subgrid is on Form the subgrid is on OR Solutions Personal Solution Entity the Subgrid is on Form the subgrid is on

24 Scroll and Open subgrid

25 Control Tab Add Control Editable Grid Add Save and Publish Repeat same steps for any lookup fields, save and publish

26 What did you do when you Need to select more than one option for a record Industry Account Type Product Level

27 Multi-Select Options Set

28 Demo

29 Advanced Find Query

30 View Query

31 Gotchas! Up to 150 Options Must create field as Multi-Select Option Set Cannot convert Option Set field into one Query in Advanced Find will be an AND Junction Query within views are an OR Junction

32 Multi-Select Options Set Prerequisites Microsoft D365 Version 9.0 Features and beneficial for: All Users Better data and Client Profiling

33 How to setup Multi-Select Option Set fields Settings Customizations

34 Customize the Solution Accounts OR Solutions Personal Solution Accounts

35 Customize the Solution Entity you would like to add field Fields New OR Solutions Personal Solution Entity you would like to add field Fields New

36 Select MultiSelect Option Set Can use existing or create new option set (Local or Global Option Set) Save and Close to create new field

37 Save and Publish Customizations

38 Accounts: Forms Account Form

39 Change Filter in right panel to Custom Fields Drag and Drop the newly created MultiSelect Option Set onto Form

40 Change Filter in right panel to Custom Fields Drag and Drop the newly created MultiSelect Option Set onto Form

41 Drag and Drop Field onto the Form

42 Save and close Publish Customizations

43 VOILA!

44 Business Process Flow Enhancements Prerequisites Microsoft D365 Version 9.0 Features Applies to and beneficial for All Users Sales Members Easy Automation = Easy Win

45 Use Cases/Scenarios Workflows can be added and trigger to a BPF by Enter or Exit of a stage Best Used when: Handoff Assign new Owners Trigger s Notify Users regarding Opportunity Stage/Status

46 Demo

47 Gotchas! Review Workflow Trigger VS BPF Trigger Cannot add more triggers than Stage Entry or Exit Includes going back to a Stage, Propose to Develop = Develop Stage Entry

48 How to add Workflows to BPFs Settings Customizations *NOTE* This assumes you ve already created the workflow to add

49 Customize the Solution Processes Your desired BPF Deactivate to make changes OR Solutions Personal Solution Your desired BPF Deactivate to make changes

50 Open BPF Select which stage to add workflow

51 Drag and Drop Workflow Tile Under Triggered Process

52 Right Panel would pop out Select a Trigger and Workflow Click Apply at end of panel to save changes

53 Save Activate Confirm Activation Close Window

54 Save Solution Publish All Customizations

55 Before Entering Develop Opportunity Stage A. Datum Corporation: Business Application Platform Service Account Opportunity Owner: Youngha Kim Opportunity Stage: Qualify

56 After Entering Develop Opportunity Stage A. Datum Corporation: Business Application Platform Service Account Opportunity Owner: Business Application Platform Service Account Opportunity Stage: Develop

57 D365 App for Outlook for Mobile Prerequisites Exchange Online Microsoft Dynamics 365 Online Microsoft Outlook App from either Android or iphone iphone 6S w/ ios 8 or higher OR Android 4.4 (KitKat), 5.0 (Lollipop), 6 (Marshmallow), or 7 (Nougat) Features Applies to D365 Users on Mobile Users tracking s on the go

58 Why YOU need to deploy it Users had to log into their Computers with Add-In Deploy for multiple Users at once On the Go flexibility Increase User Adoption in D365 Adds value to your Customer Relationship Management system

59

60 Gotchas! MUST BE D365 Online and Exchange Online for Mobile capabilities Enable Dynamics 365 App for Outlook Security Role Enable from preview mode for Version 9.0

61 How to Enable/Deploy D365 App for Outlook Settings Security Add Dynamics 365 App for Outlook for Users

62 Security Roles Select Security Role for Users

63 Business Management Tab Enable Use Dynamics 365 App for Outlook Save and Close

64 Test and Enable Mailbox for Selected Users Settings Configuration

65 Mailboxes Open desired User --> Update Incoming , Outgoing , and Appointment, Contacts, and Tasks Status to Server-Side Synchronization

66 Approve Mailbox Refresh record Test & Enable Mailbox Double check Statuses are all Success

67 Settings Dynamics 365 App for Outlook Change view selector to Eligible Users without the App

68 Add App for all Eligible Users

69 Has this ever happened to you? Business Scenario examples: Show me Accounts without any Leads Show me Accounts without any Cases Show me Any Record without any Linked records [Records with 1:N Relationships] Subgrids Release Notice advanced-find Add-On

70 Demo

71 Gotcha! Only works using Advanced Find, saved as Personal Views

72 Register and Download Will receive with link to download Solution

73 Settings Solutions

74 Import Solution

75

76

77 Using Intelligence Query Advanced Find Accounts Query: Show me all Account without any Cases:

78 Using Intelligence Query

79 Using Intelligence Query

80 Using Intelligence Query

81 Questions?

82 Thank you Please fill out the survey provided