Multi-select option sets in Dynamics 365 Customer Engagement present a method to allow users to select multiple values for any data which can be captured within an option set.
An example of this may be tracking hobbies, or interests. Previously, without using anything other than standard configuration, this type of information may have been entered as multiple two-option option sets (Yes/No). Staying with our hobbies, or interest example, we may have had the following Yes/No fields: Bicycling, Motorcycling, Skiing, etc.… As this list of hobbies expands, the number of Yes/No fields may become a bit cumbersome to manage, as well as make data entry more difficult. Enter the multi-select option set!
Here you read about Jailbreak, PanGu updates, and iOS-related news. ICloud Bypass and iOS application programming for iPhone 5, iPhone 6S and iPad. Jailbreak updates and iOS 10. Apr 22, 2020 The April 2020 Release of Dynamics 365 CE allows for the configuration of the Case Resolution dialog box. This new feature enhances the user experience and case resolution reporting by allowing easily configurable options for tracking the resolution of Customer Service cases. 365 Firmware Manager is a freeware firmware manager software download filed under iphone tools and made available by F.C.E for Windows. The review for F.C.E. 365 Firmware Manager has not been completed yet, but it was tested by an editor here on a PC and a list of features has been compiled; see below.
- Calvert County Public Schools is providing access to Office 365, a web based service that provides a feature-rich set of tools for collaboration using Microsoft cloud-based products like Word, Excel, PowerPoint, OneDrive, SharePoint and cloud based email.
- A Dynamics 365 CE report has the potential to overcome those limitations. Dynamics 365 CE offers end users a reporting wizard to create basic reports. This wizard offers similar functionality to a view but also includes grouping and charts, but, again, in a limited fashion. The real powerhouse of reports is a custom report.
Create Multi-Select Option Sets
Creating multi-select option sets is as easy as creating a standard option-set.
- To add a new multi-select option set, open the solution you would like this to be a part of.
- Expand the entity to add the field to, select ‘Fields’, and ‘New’.
- Define the field how you normally would, but for Data Type, make sure this is set to ‘MultiSelect Option Set’. Once that is defined, create the values as you would for any option set.
- You will need to decide whether a Global Option Set should be used or not.
Once the field has been defined, save and close, add the field to your entity form(s), and publish the customizations. When working with the multi-select option set, you will be able to select multiple values from the single option set, no more clicking on multiple Yes/No fields!
While the multi-select option set streamlines data entry, there are several limitations on them.
- Processes/Workflows: Multi-select options sets can be used as trigger events for Processes/workflows, but they cannot be updated within the process/workflow logic, nor can they be used in a conditional statement to perform some other branching logic condition.
- Business Rules: Multi-select option sets cannot be updated within the Business Rule logic, nor can they be used in a conditional statement to perform some other branching logic condition.
As long as you do not need to leverage Process/Workflow, and/or Business Rules around your multi-select option sets, they are a great feature to leverage within the Dynamics 365 application.
If you have any questions about creating Multi-Select Option Sets in Dynamics 365, please connect with us.
Dynamics 365 CE (CRM) How-To eGuide
41 pages of step-by-step instructions for 6 different key tasks in Dynamics 365 Customer Engagement (CRM). Includes interactions with PowerApps and Flow!
In our recent article, Elevating the Customer Experience with Microsoft Dynamics 365 Customer Engagement, we spoke about creating the ideal customer experience. With Dynamics 365, Microsoft builds the “relationship” in CRM.
To recall, Microsoft Dynamics 365 Customer Engagement (CE) is a leading cloud-based customer relationship management (CRM) business solution that can help you drive sales productivity and improve the value of your marketing efforts through social insights, business intelligence, and campaign management.
Included Applications
- Microsoft Dynamics 365 for Sales
- Microsoft Dynamics 365 for Customer Service
- Microsoft Dynamics 365 for Project Service Automation
- Microsoft Dynamics 365 for Field Service
- Microsoft Social Engagement
- Microsoft PowerApps
So let’s talk about Microsoft Dynamics 365 for Sales. It’s a complete solution that provides an intuitive blend that can help your salespeople focus on what is important. Microsoft Dynamics 365 Sales provides a familiar, instinctive solution for your sales team that includes Dynamics 365 CRM for Outlook, embedded OneNote, and tightly integrates with the Office 365 suite to increase productivity by easing your team into products they are familiar with, instead of them learning a whole new way of doing things they will have a precise picture of sales immediately.
With the Dynamics 365 Sales application, you help the sales and marketing teams stay organized. This means understanding where your team is in the sales process and know who is working on each opportunity while checking each opportunity through the sales funnel.
Also, the Relationship Assistant is an exclusive AI feature with built-in intelligence allowing you to focus on what matters most by creating action cards to keep your sales moving through your pipeline, creating a healthy relationship with your customer, and thus allows you to emphasize what matters the most. Dynamics 365 leverages AI and mixed reality to help your sales team derive more detailed intelligence and insights helping to identify which leads are ready to be handed off or which customers that need follow-up.
The benefit is to precisely understand where your opportunities are in the pipeline by tracking lead-related data. This will bring to your attention any slowdowns, blockages, or when your team wins major opportunities. An insight into the behavior throughout the sales process will help uncover your opportunities’ processes and let you know what is working and what is not.
Additionally, Dynamics has a plethora of additions that can help your sales team and spice things up, such as:
- Teams
- Guides with Mixed Reality
- Product Visualize Hub
- Insights
Let us look at this deeper into some of those additional pieces of Dynamics 365 Sales.
Teams
Dynamics 365 users will now have Teams chat, meetings, calling, and records embedded directly in the Sales and Customer Service Dynamics 365 as of March 2021. This is the best way to collaborate with your sales and service teams and have one easy-to-use location and improve the relationship with a more real-time experience. Integrating Teams into marketing, sales, customer service, field service along commerce solutions substantially increases the user experience.
Teams primarily compete with the similar service Slack, offering workspace chat and videoconferencing file storage, and application integration. Microsoft Teams will now make sure you can see people with videos more frequently. A new video-only meeting stage is now available within Teams that prioritizes your video-only participants.
Ce 365 Mail
Dynamics 365 Guides
Dynamics uses a very exciting mixed-reality program for Microsoft HoloLens that helps the user learn during the flow of work by providing them holographic instructions. They are visually tethered to the location of the work that needs to be done with images, videos, and 3D holographic models. The user will see step-by-step instructions to get the job done faster with fewer errors. Also, this will allow you to import any of your 3D models into the applications.
Dynamics 365 Product Visualize Hub
Microsoft Dynamics 365 helps organize and manage even the most complex product catalog to support your customers in customer commitment situations.
This is where you can create a visual view of your products, adding models to the products you have created, and creating mixed-reality sessions. This can help your customers see in a 3D model your product and even demos. Salespeople can view their mixed-reality sessions directly from the Dynamics 365 Product Visualize iOS app via the Dynamics 365 Product Visualize Hub interface.
Insight
Relationship Insights is a new feature in Dynamics 365 Sales that affects information in Outlook thus providing you understandings about your customer relationships. And with Microsoft Flow, you create and automate custom workflows running across Azure, Outlook, and Dynamics 365. For example, your support staff could classify a rule that performs a reaction analysis on the information of each new email in their Outlook inbox. If an email has a negative connotation, it will automatically generate a case in Dynamics 365 CRM CE.
Stocked with many cutting-edge business tools, Dynamics 365 Sales CE makes it an enticing option for those who want to use a single digital platform for all their CRM needs.
The ultimate goal of Microsoft 365 Sales is to bring your sales team into harmony with your customer to deliver a meaningful and valuable experience. Doing so requires an interwoven network of operations and dedicated procedures — Dynamics 365 CE acts as the connective tissue combining those practices to fulfill customer needs and your team’s goals.
Office 365 Login Portal
If you are looking to ramp up your customer engagement, reach out to the experts at XTIVIA. As a Certified Gold Microsoft Partner, our team has innovated CRM and engagement strategies for countless organizations, spanning multiple industries and company sizes, with XTIVIA’s Microsoft implementation approach. If you are ready to ignite your Dynamics 365 CE journey, feel free to contact us today.