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Tools for the Admin

  • 1.  Tools for the Admin

    SILVER CONTRIBUTOR
    Posted Nov 13, 2018 06:38 PM
      |   view attached
    Hi all.
      Here is the slide deck from the Summit session that contains the info on the Tool to set the default value of the phone call in the social pane.  It is #5 - Organization Settings Editor.  Our users made me queen for a day after making that change.  Have a look at what's possible.

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    Pat Kleser
    Hastings Air-Energy Control
    New Berlin WI
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  • 2.  RE: Tools for the Admin

    TOP CONTRIBUTOR
    Posted Nov 14, 2018 10:08 AM
    Thank you for sharing Pat!  I was not able to attend this quarter's meeting.  Could you tell me what the phone number issue you're referring to is, and which of the org settings you adjusted to resolve it?

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    Ben Edgren
    CRM Applications Manager
    Hufcor, Inc
    Janesville WI
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  • 3.  RE: Tools for the Admin

    SILVER CONTRIBUTOR
    Posted Nov 14, 2018 11:43 AM
    Sorry you couldn't make it.
    In our latest D365 update, our users noted that when creating a phone call from the social pane, it automatically closed it.  They were not able to schedule a future phone call from that area, and had to go elsewhere to do so.  You are able to schedule a task and an appointment, but not a phone call.  Our inside reps live & breathe phone calls.  This tool shows the settings that normally could only be changed if on-premise. Using this tool, we were able to change the default status of the phone call to open.  They can now schedule a call, and if it's an outgoing call, they can just click "complete" to close it.  It made a huge difference here.

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    Pat Kleser
    Hastings Air-Energy Control
    New Berlin WI
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  • 4.  RE: Tools for the Admin

    GOLD CONTRIBUTOR
    Posted Nov 14, 2018 03:26 PM
    Thanks Pat

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    Travis Judd
    CRM Developer
    Trek Bicycle Corporation
    WATERLOO WI
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