Sales Team Member app for users with Team Member license - Dynamics 365 Release Wave 1 2020

Hi Everyone,

The new Sales Team Member app is designed for the lightweight sales scenarios where users don't need the full capabilities of an enterprise application. This app is included with the Team Member license.

At a high level, users with the Team Member license can perform the following tasks in the Sales Team Member app:

1) Customer management: work with contacts or see accounts.
2) Lead and opportunity management: see leads or opportunities linked with accounts or contacts, or see other sales-related data.
3) Add notes and activities, such as tasks.

These restrictions were not really enforced as of now and users that has been assigned a Team Member license would not be restricted from accessing Quote or Invoice records in the system.

Microsoft has announced that they would start enforcing the restrictions and to aid customers with compliance, it is now shipping an APP that is designed for Team Member license users.

The Sales Team Member APP is now available in organizations that has Sales Hub app already installed. Along with the APP, it also ships this security role named as Sales Team Member.

Hope this helps.

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Happy 365'ing

Gopinath

How to enable Sales Hub in Dynamics 365 CE Environment

Hi Team,

To test some of the new functionalities, I have created a trail account of Dynamics 365 and while set up I haven't selected Sales option. After setup for my testing I needed Sales Hub and as I have not selected it at the time of Setup I don't have it in my trail account.

Here are the steps to be followed to get Sales Hub.

1) Open Admin Center - https://admin.powerplatform.microsoft.com/environments
2) Go to Admin centers and click on Dynamics 365
3) Click on Edit Solutions Icon
4) Search for Dynamics 365 Sales Application
5) Install It.

It will take few mins to install and status changes from Installation pending, Installing to Installed once the installation is completed.

Hope this helps.

--
Happy 365'ing
Gopinath

Enable Enhanced email - Dynamics 365 CE Sales

Hi Everyone,

Today, I was exploring new features of Dynamics 365 CE and saw this new feature in Dynamics 365 for Sales under App Settings as Enhanced email.

The existing experience is when we click on Email from Timeline the system will takes us to the new create form by loosing the complete context of the Parent. 

Set Enable Enhanced Email to True under AppSettings and see what happens.

It will open the email on the same window but still attached to the main screen with Minimize, Popout and Close button. It gives good way for the users to copy the values/refer the data from the main record.

We can also navigate to other records with the popup email windows still open. Below we have navigated to the account record and we still have our email window open.

We can also have maximum of 3 email windows opened at any point of time.

Hope this helps.

--
Happy 365'ing

Gopinath

Customize Opportunity Close Dialog Box - Dynamics 365 Sales

Hi Everyone,

There was a ask from many customer to customize Opportunity Close Dialog Box as they want put some more information while closing it.

To Customize Opportunity Close Dialog Box, first we have to enable in under System Settings.

Open CRM --> Navigate to Settings --> Administration --> System Settings.

In Sales Tab, you will find the setting as Customize Close Opportunity form and by default it is set to No. Make it as Yes to customize.

To do add/remove the fields, we have to customize Quick Create Form. I have a created a field and placed on the form. We can also write Business rules and JavaScript on the same.

Hope this helps.

--
Happy 365'ing

Gopinath