Ravishchandra Gupta's Blog

Hello Guys, In our previous  blog  we have seen what is Business Unit and how to configure Business Unit in Dynamics 365. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. As mentioned in earlier blog when we have more customers, leads and opportunities we are not able to handle our business or organization alone and that's why we divide our organization into Business Unit, Teams and users. Users are nothing but the members of your organization. They are the person who are handling your business along with you. They can be your employee or internal family member who is also part of your company. These users can be Salesperson, Helpdesk representative, manager etc. In D365 when we create a new user, it is associated with the default Business Unit. You must assign every user to one and only one Business Unit. Also keep in mind that whenever you change the Business Unit of the user, the sec

Hello Guys, Today we will understand what is Business Unit and how to create Business Unit in D365. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Consider a scenario where you are having more Customers, Leads and Opportunities and you are not able to handle them alone. So as you want to grow more in your business you need to take care of such things too. For handling this you need to create Users, Teams and Business Unit. In our upcoming blogs we will discuss about users and teams too. Business Units are the foundation of the Security Structure in Microsoft Dynamics 365. When you create an organization in CRM, Dynamics automatically creates a root business unit for you. This BU is nothing but your organization and it can not be deleted or disabled except you can change the name of the BU. Once you have root BU, you can create other BU, Teams and Security Roles for identifying your busine

Hello Guys, Today we will see how to create copy of the steps in MS Flow. But before  Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Navigate to  https://us.flow.microsoft.com  and create a Instant Flow. Add a new step and search initialize variable and configure it as below. Now we want to create one more variable and to do so we need to click on add new step and then  again search initialize variable and again configure it. MS Flow allows us to create copy of the step. To achieve this select the previous step click on three dots(...) and select copy to my clipboard. Now add a new step and click on My Clipboard. This will display the steps which you copied to clipboard. select the step and configure it as per your requirement. Most important thing about copy step is that you can also copy the steps from another flow also. You just need to open the source flow, copy the step by clicking o

Hello Guys, While working with SharePoint documents we have observed many times that whenever we upload any documents to any entity, a folder is created where all the documents are uploaded for specific record. For example, we have created one contact named Ravishchandra Gupta as shown below and have uploaded some documents to this contact. Now when we will open document location for this record we will have below folder. AS you can see here we have folder name as  Ravishchandra Gupta_24CD4380C312EB11A813000D3A5306E5. By default SharePoint uses structure for folder name as Primary-Field-Name_RecordGUID . There are some scenario where we need to hide this GUID for some security reason. To achieve this we will be changing the default structure of the folder name and to do so we need to update CreateSPFoldersUsingNameandGuid property of organization to false . We can do this using C# code in plugin as well as using Console application. But as we are following Less code implementation, we

Hello Guys, In our previous blog  we understood what is Sales Life cycle and how it works. Today we are going to see how to create leads in Dynamics 365 and how to qualifying and disqualifying leads. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Consider a scenario where I am travelling by plane to visit Pune and i met two persons named Achint Gupta and Rishu Gupta. These two persons shared their contacts with me. So these two gonna be leads for me.  In the sales module, select Leads and click on New. In the Topic : Interested in Product-Send more information. Specify details like Name, Job Title, Company details as shown below. In the Activities, click on Add Phone call. Subject : Call Regarding confirmation. Direction : Incoming. Same way create lead record for Rishu Gupta. Now suppose Achint Gupta called me and he changed his mind not to proceed then Ravish Gupta will be disqualify. S

  Hello Guys, Today we will understand what is Lead Entity in Dynamics CRM. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. In our previous blog  we have seen what is Account and Contacts which are nothing but considered as customers for us. Now another scenario could be a new customer. A new customer would entail exactly that, a new contact or account record that has just been created in your environment and is now part of your company database. Consider a scenario you were speaking with Malishka Gupta about the high quality of service she's receiving from your company. While chatting, she informed you that her friend also showed interest in the product of your company. So Malishka's friend will become a new customer. So this new customer is nothing but the Lead. The terms "Lead" and "Prospect" are just two of many terms used to describe the status of business

Hello Guys, Today we will understand what is Account and Contact Entity in Dynamics CRM. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. To understand Account and Contact, consider a scenario where I have started my own business or startup named TechSatyoki. This startup is nothing but the organization. Now we know that if any company or organization is into Sales then it must be having products. As we have products then we should be having customers too. When we start a new business or startup, we should have thoughts for some existing customers so that we could get some idea about Sales Process. In CRM an existing customer would be a Contact or Account that is already recorded within your CRM environments. Basically in CRM systems, the term Account is used instead of the Company or Organization and an account has one or more Contacts associated with it. Here, DUIAS, GraceNote and Rolls R

Hello Guys, In our previous blog we have seen what is Lead and types of leads. Today we are going to understand Sales Process. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Sales Life cycle begins with Lead. Business captures leads through advertising, marketing, trade shows, mailings etc. Whenever organization gets any new lead, Sales Person captures the information of the lead in Lead entity available in Dynamics 365. For creating lead we require only two things, Lead Name and a Topic describing the lead. Once lead creation is completed, Sales Person performs follow up activities by sending emails, appointment and phone calls to collect more information about the lead. Microsoft Dynamics 365 stores these activities in the Activities entity in the system. Leads can be qualified or disqualified. A disqualified lead indicates that the lead is not a good candidate for sales opportunities.

Hello Guys, Many of our blog readers have requested us that they are new to CRM and they also want to learn this technology but they are not able to start with this. Some of them are freshers who are just going to be the part of IT industry and they also willing to learn CRM. So I have thought to write blog on CRM too. So in this blog we will learn A.B.C.D of the CRM which means we will understand basics of CRM. Basically CRM stands for customer or client relationship management which is a software solution that brings a host of capabilities together. You can store all your Accounts, Contacts, Leads and Sales Opportunities in one central location ideally in the cloud so that the information is accessible by many in real time. With CRM you can make a call, send emails, create reports, schedule appointments, add notes, manage your pipeline, send quotation, generate invoices and places orders and many more. How does a CRM work? Any business starts out with a foundation of great customer r