# D365 Sales

# D365 Sales
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Back @ IT Take: The Beginning Of The End For Microsoft Dynamics?

Power Platform or Office 365 for the win? Where does that leave Dynamics 365? Check out my "Back @ IT Take" on where this is headed and how it impacts you.

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The Future of Finance Is Leaving Paper Checks in the Past

Paper checks? Who uses those anymore? In this post from Steve Murphy from the Payments Journal, it's clear that digital payment systems (and digital wallets) are what's need to adapt to consumer purchasing habits.

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DAC News Desk: Get To Know CRM, User Adoption, and More with Heidi Neuhauser

CRM systems are not what they used to be and are continually evolving. Have you kept pace with the change? Listen in as Heidi Neuhauser and I highlight this evolution, the infusion of AI in CRM, user adoption, and more. If you want to stay in the know on CRM, then check out Heidi's blog: https://www.crmheidi.com/ If you missed other DAC News Desk interviews and podcasts, check them out here: https://mydacfeed.com/topic/news-desk/0

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Dynamics 365 System Administrators: Global Search Configuration Tools - CRM Heidi

Learn how to update Global Search in Dynamics 365: modify the 3 columns displayed in the search results and add or remove tables searched.Today, I’m going to show you how to update two things with Global Search in Dynamics 365:Modifying the three columns (fields) displayed in the search results screen.Adding/removing tables (entities) searched.Both of these items are done using extremely simple configuration – anyone with system administrator or system customizer security permission levels can do this.

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What is PowerSalesToolBelt?

PowerSalesToolbelt allows you to instantly access your accounts, contacts, opportunities, and activities from your mobile device using Microsoft Power Apps. Not only will you have the flexibility to gain full access from wherever you are, but you’ll also enjoy the power to create new entries while saving valuable time by learning the shortest route to your customer’s location. Plus, with a tap of the screen, your default driving map will launch and give you directions right from your mobile device!

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Getting Started with Model Driven Apps in Power Apps

In this video, we discuss model driven apps in Power Apps using Dynamics 365. Check out this video to learn more and view a live demo!

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DAC News Desk: Interview with Mark Suchman

In this DAC News Desk interview, I chat with Mark Suchman with Ascend Performance Materials about CRM, business intelligence, integration, the impact of the 2020 pandemic, and much more.Also, be sure to check out our other DAC News Desk interviews: https://mydacfeed.com/topic/news-desk

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Maplytics - A Geo-analytical mapping solution for Dynamics 365 CRM/Power Apps

A Preferred App on Microsoft AppSource - Maplytics™ - is a geo-analytical mapping app for Dynamics 365 CRM/Power Apps users with exclusive features like Territory Management, Radius Search, Truck Routing, Appointment Planner, Optimized Routing, PCF Controls, Census Data, Heat Maps, and much more. Maplytics helps businesses around the world to plot, plan, visualize and analyze Dynamics 365 CRM/Power Apps data on map and offer seamless mapping services.

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InoLink - Seamless Integration between QuickBooks and Dynamics 365 CRM

InoLink is a cloud-based productivity app that provides integration between Dynamics 365 CRM/Power Apps and Intuit QuickBooks. It synchronizes transaction history and aging details from QuickBooks to Dynamics 365 CRM to provide 360-degree view of customer information. With InoLink, users can sync single instance of Dynamics 365 CRM with one or more QuickBooks Company, calculate tax for transactions within Dynamics 365 CRM and send Quotes/Orders/Invoices from Dynamics 365 CRM to QuickBooks. 

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Click2Clone - Copy/Clone Dynamics 365 CRM Records

Click2Clone is a productivity app which enables users to clone/copy Dynamics 365 CRM/Power Apps records from any OOB as well as custom entities to another record. With Click2Clone, users can now easily clone/copy related child records and create multiple copies of any given Dynamics 365 CRM/Power Apps record. By automating and simplifying the process of creating new records, Click2Clone significantly reduces the time spent on repetitive data entry and becomes a strategic enabler of business control and agility.

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Click2Export – Schedule & Export Dynamics 365 CRM Reports/CRM Views/Document Templates

Click2Export is a productivity app for Dynamics 365 CRM/Power Apps which provides easy user experience of exporting any of the Reports/CRM Views/Document templates in just one click. With Click2Export user can schedule, export and email the data in 5 different file formats - Excel, Word, PDF, CSV or TIFF. In addition to sending these out in email, users also have the option to store these converted files as note attachments, have it uploaded to SharePoint or download it for offline consumption. 

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Click2Undo - Undo & Restore Dynamics 365 CRM & PowerApps data to its last known state

Click2Undo is a 1-Click productivity app for Dynamics 365 CRM and PowerApps that enables users to undo changes and restore records to its previous known state with just a single click. With its support for both OOB and Custom Entities, Click2Undo makes it possible for users to undo recent changes, undo past changes in single or multiple records and restore deleted record(s) without any hassle. In a way, Click2Undo has both features of ‘ctrl+z’ and ‘recycle bin’ rolled into one for easy user experience.