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Install/Remove Sample Data. 1. Navigate to Setting -> Data Management. The following screen appears. 2. Click on Sample Data. If the sample data is already installed, the following screen appears. Click on Remove Sample data to remove sample data from the system. If the sample data is not installed, the following screen appears. Click on install Sample data to install sample data from the system.

Free 30 day Trial Microsoft Dynamics 365 Customer Engagement Account Creation  Steps: 1. Navigate to  http://trials.dynamics.com/ 2. The below screen appears. Click on Sign up here. 3. The following screen appears. Enter the details. You can use your personal email id. 4. Click  Next. The following screen appears. Enter the details. 5.  Click on Create my account button. The following screen appears: 6. Enter you phone number to validate your account. An OTP is sent to your phone. Enter the OTP and click Next. 7. The following screen appears. It may take some time for Set up button to appear. Click on Set up. 8. The following screen appears.  9. Click on the module that you require. I have selected All. Then choose the currency. I have the default currency(US Dollar) and default language (English) selected for my instance. Click on Complete Setup. 10. It takes a couple of minutes to compl...

Hi All, When we delete the managed CDS solutions from the D365 Sales instance, the D365 instance doesn't get reverted back to its OOB state. We will notice that Create Invoice Button is missing from the Order form. And Submit Order button still remains present on the order form. The issue is because of the "IsSOPIntegrationEnabled" attribute setting on  Entity "organization" . When the CDS solution is uninstalled for integrating Sales and Fin Ops systems, the following changes are still present: 1. Boolean Attribute IsSOPIntegrationEnabled on Entity "organization" sets to true. 2. ‘Create Invoice’ button on the Sales Order ribbon is replaced with a ‘Submit Order’ button 3. ‘Submitted Status’ fields on the Sales Order entity is enabled. D365 Sales instance can't be changed back to its OOB solution by UI configurations or customizations. The only solution to revert back the CRM instance to OOB solution is by making code changes. Plea...

Prospect to Cash  Scope of Synchronization 1. Products are maintained in Finance and Operations and sync them directly to Sales. A Price List has to be configured in Dynamics 365 Sales before synchronization. 2. The following sales life cycle takes places in Dynamics 365 Sales.       Leads Creation -                   Leads are generated in Dynamics Sales.        Accounts/Contacts/Opportunity Creation -                   Upon qualification of Leads; accounts/contacts/opportunity are created in Dynamics 365  Sales. Accounts are maintained in Sales and sync them directly from Sales to Finance and Operations. Contacts are maintained in Sales and sync them directly to contacts or customers in Finance and Operations.       Quotes Creation -                  ...

Prospect to Cash The Prospect to cash solution provides direct synchronization across Dynamics 365 for Finance and Operations, Enterprise edition, and Dynamics 365 for Sales.  The Prospect to cash templates that are available with the Data Integration feature enable the flow of data for accounts, contacts, products, sales quotations, sales orders, and sales invoices between Finance and Operations and Sales.  While data is flowing between Finance and Operations and Sales, you can perform sales and marketing activities in Sales, and you can handle order fulfillment by using inventory management in Finance and Operations. System requirements for Finance and Operations Prospect to cash integration is supported on the following versions: 1. Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.3 (December 2017)  - Application build 7.3.11971.56116 with Platform Update 12 (7.0.4709.41129) 2. Dynamics 365 for Finance and Operations...

Part 2 : Introduction to Common Data Service (CDS) Data Integration The Data Integration feature is currently available as a tab in the PowerApps Admin Center.  https://admin.powerapps.com/environments It is also available in the Business platform admin center. https://admin.businessplatform.microsoft.com/environments Projects 1. Projects enable the flow of data between systems.  2. A project is a list of one or more tasks.  3. Each task can be identified as either i.  a mapping between a source entity and a Common Data Service entity, and then, optionally, a mapping between the Common Data Service entity and a destination entity.  ii. a mapping between a source entity and a destination entity without the Common Data Service entity [New Release]. 4. The mapping basically depends upon the connection sets used in the projects; [Common Data Service may be optional - in the New Release]  5. Mappings indicate which fields map t...

Hi All, This is my official first tech post. Please excuse in case of any issue in my blogging style. Please do provide your comments on the sections I need to improve. This posts lists the details and all the steps for configuring Prospect [Microsoft Dynamics Sales] to Cash [Microsoft Dynamics Finance and Operations] using Common Data Service. Part 1 : Introduction to Common Data Service (CDS) Common Data Service:  1. Microsoft Azure–based business application platform 2. Enables you to easily build and extend applications with their business data. 3. Does the heavy lifting of bringing together your data from across the Dynamics 365 family of services so you can focus on building and delivering the apps, insights and process automation that matter to you and your customers with PowerApps, Power BI, and Microsoft Flow. Pillars of CDS : 1. Focal point for your data: bring your data together into one place. 2. Great place to build and manage apps: help app creat...

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