New and Planned Features in D365
Hello Everyone, Welcome to my Blog Let's Make life more Beautiful……………………….. Advanced Find Option- Not In Operator With the Dynamics 365 for Customer Engagement apps version 9.0, you can use the advanced find option to build a “Not In ” query records using Does not contain data option. 1. Login to D365 CE. 2. Go to Advanced Find . 3. Specify what to search for, a. In the Look for list, select a record type. b. Click Select to define search criteria. c. At the bottom of the Select list, the Related section shows related record types. e. Select the related Records. Some of the Examples: · Accounts without Emails · Contacts without Cases Softphone Dialer Customers can leverage the channel integration framework in Dynamics 365 for Sales to integrate the Softphone Dialer from their telephony provider, within the customer engagement app. Sales reps can quickly dial numbers