Advance Filtering in Dynamics 365 2020 Wave 1 Release

Hi Everyone,

Today I was doing some testing, observed a filter just beside Search box on the Grid and when I clicked it has opened as a popup.

Played little bit with that and you know it works like a charm. It allows us to build simple to complex filters without even opening Advance Find.

You can add more filters by selecting a column to filter on, then choosing an operator and selecting a value. The set of operators available on a column adjust intelligently according to the data type of the column to help you stay productive.

Individual conditions can be grouped and nested to create expressions to apply the right lens to your dataset.

Once the filters are applied, you can easily clear them using the Clear filters button, which resets the view back to its original definition. The asterisk next to the view name indicates unsaved changes, which can be easily saved into a new personal view that is always available in the view selector.

Hope this helps.

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Happy 365'ing

Gopinath

Kanban View for Opportunity in Dynamics 365 for Sales - 2020 Release Wave 1

Hi Everyone,

Kanban view is one of the coolest feature that has been released in Dynamics 365 for Sales (Sales Hub) in 2020 Release Wave 1 Plan.

Let's see how can we configure and understand more about it.

Navigate to Customizations windows and Select on Opportunity entity. 

Select on Controls tab and Add Kanban Control.

After adding just Save and publish for Changes to show.
Open Sales Hub and navigate to Opportunities.
You will see the button with Name "Show as" and after clicking on it, you should see Kanban. 

Click on that to open the Opportunities view as below.

By default, there are 2 views available. 
1) Business Process Flow

2) Status

The cool feature of this view is Users can drag and drop to move the opportunity from one stage to stage and to change the status as well.

When we move the stage, it open the opportunity and data view of the dropped stage for the users to fill the stage information.

When we move the Opportunity from one Stage stream to other, it automatically opens Close Opportunity popup.

Searching also works like a charm.

Hope this helps.

--
Happy 365'ing

Gopinath

2020 Release Wave 1 Features

Hi Everyone,

It seems we have good features released for preview with 2020 release wave 1 plan.

Personally, I was waiting for the below. For more information, check this.

1) Configurable Case resolution page.
2) Improved email content designer
3) Rich text notes

Will explore more soon and keep posted. 

For now, comment below what are your favorite things from this release.

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Happy CRM'ing

Gopinath