Dynamics 365 (3)
Isn’t it maddening to fill out the same fields, with the same info, when creating a child record directly from its parent form? Well -- Stop Doing It! Let the system fill out those fields automatically for you, instead of eating up your own time on it!
One of the “quiet” features of Dynamics 365, that will significantly save you time and protect data integrity, is Field Mapping. The purpose of field mapping is to copy certain values (e.g. address fields) from a record to an associated record (e.g. a contact created from an account)
The following details how simple it is to create field mapping relationships.
In Customizations, locate the Account Entity, and go to the “1:N Relationships” node.
Locate the relationship which you want to carry values over (in this case, Account to Contact).
In the relationship editor window, click on Mappings.
Select the field to be mapped from the SOURCE entity, which is the entity you are starting from (Account). Then select the field for your TARGET entity, which is the destination entity (Contact), that you want auto completed. Click OK once you are satisfied with your mapping. Repeat this step for each field you want to create a mapped relationship for.
There are a couple things to be mindful of with field mapping: The Data Type must be the same for both the Source and Target fields (e.g. Option Set to Option Set, Whole Number to Whole Number) and the destination field length should not exceed the source field length. Also be aware that this is a mapping upon record creation, updating values in the source record will not update the target record and updating values in the target record will not update the source record. For example, updating an address in accounts will not update the address in contacts. There are other ways to achieve those requirements, but we will save that for another blog.
Ever had your boss ask you to pull a report which meets a specific set of criteria or sat scratching your head trying to pull up a record, but could not recall the exact details? With Advanced Find in D365, you can find exactly what you are looking for in just seconds. Advanced Find is the most powerful and robust tool in Dynamics 365 for searching. Using intuitive, user friendly features, you can quickly create queries and search your entire D365 database with ease.
At first glance Advanced Find may appear a bit intimidating, however once you become familiar with it, you will find yourself using it all the time, and wonder how you ever worked without it.
Continue reading to learn everything you need to know to get started using Advanced Find today!
The Advanced Find button is simple to locate, no matter which screen you are on, because it is housed in the D365 navigation bar.
Once you click on the Icon, a window like the following will appear.
In this window you can find every entity in D365 by clicking on the “Look for” drop down. In the drop down, select the record type you wish to perform a search on.
Next in the Details area, choose the fields you want to perform the search on, the query operator (equals, contains, begins with...), and the data value.
You have the ability to add multiple conditions, so repeat these steps for each condition of your query. By default, all conditions are processed as an AND condition.
To display results matching any of the specified requirements you will need to add an OR grouping. To do so, select the arrow next to each of the field names that you want to include as an OR statement, and choose Select Row. Then in the navigation bar, select Group OR.
Once you have entered all your query conditions, click Results in the ribbon.
See, that wasn’t so hard was it?
Now that you know the basics for using the Advanced Find feature in D365, you can query the system with ease and find exactly what you are looking for. However this is just the tip of the iceberg.
If it was only as easy as 1,2,3.
At the end of the day, everybody needs customers. Whether it’s a B2B company or a B2C company you need to have some demand for your product or services that you provide. You need to get your name out to the masses somehow, you need to have a website, blog, and your company needs to be on every social media platform out there so people can find you.
Though it can be challenging to identify the right lead, B.A.N.T. is one of the more reliable lead ranking strategies. While your salesperson is on the phone with the new lead, they should go through the B.A.N.T. process to determine the quality of the lead. Here’s a breakdown of B.A.N.T:
B stands for budget, everybody wants something, but do they have the financial capacity afford what they want in a CRM system? If not, is there another solution that your company can offer them?
A is for authority, how high are they in the decision-making chain? Are they just a salesperson or the owner of the company?
N is for need, is your product going to solve a problem? Is there a need for a new solution?
Finally, T stands for time, Is there a set day a decision needs to be made by?
With Microsoft Dynamics 365 for Sales, you can have all of your social media leads funnelled into one system and organize them by source and assign them to the correct agents. When your agent receives a lead, an automated email is sent out to inform a salesperson when to follow up with a lead in real-time.
The question of the matter is, how do you know that this new lead will be the right lead for your business? Or should your salesperson focus on the next lead?
http://www.websan.com/demo/dynamics-crm and see what this system can do. Stay in tuned until next week when we post the third part of our “Transform the Way Your Team Sells Series.”
Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner