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Posts Tagged ‘Unified Interface’

Dynamics 365 Enhanced Filtering is Here!

Before we get started... In my prior post, I highlighted the Dynamics 365 enhanced filtering capabilities coming in the Wave 1 2020 update. So, check out that post. Then, keep reading this post as we will dive into more details. Additionally, you will need to have the Wave 1 2020 update applied. If you haven't […]

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Personnaliser votre solution Microsoft Dynamics 365 Customer Engagement (CRM)

Ceci est une version réécrite d’un article de blogue publié il y a quelques années. Puisque l’information est toujours pertinente, nous avons décidé de mettre à jour quelques-uns de nos anciens articles.   Un des principaux bénéfices d’une solution de gestion de la relation client est sa flexibilité et son adaptabilité. En effet, elle peut […]

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Customizing Your Microsoft Dynamics 365 Customer Engagement (CRM) Solution

This is a rewritten version of an older blog post. As the information is still relevant today, we decided to revisit some of our older content and update it.   One of the main benefits of a customer relationship management solution is its flexibility and adaptability: it can be customized to enhance your processes and […]

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L’interface unifiée de Dynamics 365 Customer Engagement (CRM) disponible en octobre 2020

La nouvelle interface unifiée de Microsoft Dynamics 365 Customer Engagement (CRM) fournit une expérience utilisateur améliorée et adaptative, assurant ainsi une expérience cohésive à partir de tous vos différents appareils et plateformes. Elle sera disponible pour tout le monde à partir du 1er octobre 2020, mais certains utilisateurs ont déjà la possibilité de passer à […]

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New Unified Interface for Microsoft Dynamics 365 Customer Engagement (CRM) Coming in October 2020

The new Unified Interface for Microsoft Dynamics 365 Customer Engagement (CRM) provides an enhanced, responsive user experience from all platforms, ensuring a cohesive experience from all your different devices. It will be available on October 1, 2020 for everyone, but some users already have the option of switching over to the new interface. Here’s what […]

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Increase Productivity with Dynamics 365 App for Outlook

Increase Productivity with Dynamics 365 App for Outlook Most business users respond to emails all day long. Oftentimes these emails dictate which tasks you focus on and help you to prioritize the tasks you need to work on. The main way you communicate with your customers and coworkers is email, so doesn't it make sense […]

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Now Is The Time For The Dynamics 365 Unified Interface

Why Now? Back in September 2019, Microsoft announced that on October 1, 2020, the Classic UI for Dynamics 365 would no longer be available. Another important thing to note is that you may already be scheduled for an upgrade and not know it! Fellow Microsoft MVP, Gus Gonzalez, posted a great video tackling this topic. […]

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Don’t Be Afraid of the Unified Interface Webinar

Unified Interface Webinar We all knew that someday the Dynamics 365  Unified Interface (UI) would be the only interface for all Common Data Service apps. As of October 1, 2020, the legacy web client will be deprecated and you must transition to UI prior to that date.  It is time to embrace the Unified Interface […]

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Creating PDF Quotes in Dynamics 365

Dynamics 365 has had a lot of great functionality added within the last few months. So, Microsoft has a whole site dedicated to documentation. I would recommend that you review this site to assist you with Dynamics 365. The reason for mentioning this site is that buried in there is a great little nugget of […]

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Set Up Auto-Complete Control in Dynamics 365

Have you ever needed to have a field in Dynamics 365 be an auto-complete field? If so, we will cover how to set this up in the Unified Interface. Dynamics 365 Form End Result Before we dive into how to set this up, check out the screenshots below. The reason I'm showing this early is […]

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