From the Microsoft Dynamics 365 Customer Engagement Blogs: Syncing products; Sales and Power BI; Using D365 CRM offline

February 18 2023

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This week on the Dynamics 365 Customer Engagement and CRM blog roundup:

  • Syncing product from quotes to opportunity
  • How sales can use Microsoft Power BI
  • Show and hide ribbon button based on security role without writing code in Dynamics 365 CE
  • How to use Dynamics 365 CRM offline: a step-by-step guide

Syncing product from quotes to opportunity

Writing on the Himbap blog, Mahender Pal stated that in the traditional sales life cycle, you create a quote from an opportunity that inherits all the opportunity data as well as products from the opportunity.

However, he noted that while you're working on the quote negotiations with the customer some information can be updated on the quote products. Alternatively, new products may be added or a customer may no longer need certain existing products. Pal stated that you can do this easily in the quote, but to sync products from quote to opportunity you have to use a plug-in. He explained how to do that in his blog post.

How sales can use Microsoft Power BI

On the CRM Software Blog, an author from Jovaco Solutions stated that sales teams can use Power BI to drive their sales and obtain better insights, directly from within Dynamics 365 Sales. The author noted that Power BI dashboards and reports provide all the information sales teams need to obtain reliable, real-time data. And sales managers are able to see how their teams are performing and have visibility into key metrics, such as win rate, conversion rate, revenue, and more. This enables them to take action to improve results.

The author also stated that Power BI lets sales reps create customized dashboards with simple drag and drop – no code needed – so they can monitor opportunities in their pipelines as well as compare sales based on their criteria. In addition, the author pointed out that sales reps can connect Power BI to your other data sources to combine sales data with data from other databases and departments.

Is there a way to show or hide the ribbon button based on security role without writing code in Dynamics 365 CE?

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