Author Archives for Dian Taylor

About Dian Taylor

Dian Taylor is a Microsoft Business Applications MVP and a LinkedIn Learning Author. She works at RSM as a Dynamics 365 (CRM) Presales Director. Dian is a seasoned pre-sales consultant specializing in Microsoft Dynamics 365 Customer Engagement since 2011. In the past Dian has been involved in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors. D365-CE modules: Sales, Sales Insights, Custer Service, Omnichannel for Customer Service, Field Service, Project Service Automation, Project Operations. Power Platform: Power Automate, Power Virtual Agents

Website: https://d365goddess.com
YouTube: https://youtube.com/d365goddess
Twitter: @D365Goddess

Dynamics 365 – 2019 Release Wave 2 | Part 2

,

Dynamics 365 – 2019 Release Wave 2 | Part 2

- August 20, 2019

On August 2 the release wave 2 features for early access became available. I am super excited to discuss some...

Read More

Email account isn’t configured with Dynamics 365 error

Email account isn’t configured with Dynamics 365 error

- August 14, 2019

Problem Last week I had an issue with the Dynamics 365 for Outlook App. I had connected outlook to my...

Read More

Dynamics 365 – 2019 Release Wave 2 | Part 1

,

Dynamics 365 – 2019 Release Wave 2 | Part 1

- August 13, 2019

On August 2, 2019 the release wave 2 features for Dynamics 365 CE early access became available. I am super...

Read More

Dynamics 365 Customer Service: Setup Mailbox for Automatic Case Creation

Dynamics 365 Customer Service: Setup Mailbox for Automatic Case Creation

- August 5, 2019

Overview In this article I am going to explain how we can setup a mailbox in exchange and tie that...

Read More

Dynamics 365 Customer Service – Automatic Case Assignment

Dynamics 365 Customer Service – Automatic Case Assignment

- July 30, 2019

In this article I am going to explain how we can use workflows to assign cases to a team in...

Read More

Dynamics 365 App for Outlook shows Dashboard vs Contact/Lead Pane

,

Dynamics 365 App for Outlook shows Dashboard vs Contact/Lead Pane

- July 16, 2019

Problem One of my coworkers reached out to me last week to see if I knew why a dashboard was...

Read More

Creating a work order from an opportunity in Dynamics 365 for Customer Engagement (yes, with opportunity products!!!!)

,

Creating a work order from an opportunity in Dynamics 365 for Customer Engagement (yes, with opportunity products!!!!)

- October 31, 2018

Users were always able to convert an opportunity to one or multiple work orders, but if the opportunity had opportunity...

Read More

What’s new for Dynamics 365 for Field Service – October ’18

,

What’s new for Dynamics 365 for Field Service – October ’18

- October 9, 2018

Microsoft’s release notes give a lot of information on the new features of the new Field Service release, but it...

Read More

Receive Posts by Email

Subscribe and receive notifications of new posts by email.