Dynamics 365 Manual Sales Forecasting Training Courses

Microsoft Dynamics 365 Manual Sales Forecasting Training Courses

Dynamics 365 Manual Sales Forecasting Training

Dynamics Edge offers Microsoft D365 Manual Sales Forecasting Training courses so you could use simple forecasting for effective sales performance. Learn how to predict revenue accurately and in a relevant way so that you and your organization can make informed decisions with manual sales forecasting in Dynamics 365 Sales Hub, App or Module.

Learning how to project accurate revenue with Dynamics 365 sales forecasting empowers you and your organization to estimate revenue–insights using the creation of sales projections. This in turn can help manage cash flow and pertinent resources.

Salespeople and other sales team members and managers ca alson use forecasting to spot potential pipeline risks that jeopardize key deals, or even to track performance metrics against relevant targets or subjects.

To start a new forecast, learn how to get going in defining parameters, such as for instance the forecasting time period. You also need to know how to bring in which data will be used for analysis to configure a forecast, and you can learn this and more with the right Dynamics Edge Dynamics 365 Sales Training courses and Dynamics 365 training classes.

Dynamics 365 Sales Hub Training Courses

Relevant Microsoft Dynamics 365 Sales Hub Training Courses by Dynamics Edge illustrate the purpose of the Sales Hub app being built on the Unified Interface framework and what the Unified Interface is and why it should be relevant to you.

Dynamics 365 Sales Hub Training

You can access your Sales Hub data while you are traveling or even on vacation by using Microsoft Dynamics 365 for phones application or Dynamics 365 for tablets app on your mobile devices for your convenience.

A starting point for browsing for or getting help on Dynamics 365 Sales training is to contact Dynamics Edge today. Learn the basics and much more with our Dynamics 365 training courses on Sales App Sales Module and Sales Hub.

Check out our offerings for:

  • Dynamics 365 Sales Hub Training January 2020
  • Dynamics 365 Sales Hub Training February 2020
  • Dynamics 365 Sales Hub Training March 2020

and more.

You can also ask for special specific training like "dynamics 365 sales hub missing" training.

For instance how do you solve the issue where your D365 Sales Hub is missing?

For your in depth case you can try taking our D365 Sales training courses

Our D365 trainng can help you here, you can also try these stpes first as well to see if you can resolve it now:

Overview: Before you can start using the Dynamics 365 Sales Mobile app, you may need to install the Dynamics 365 for mobile app on your device. Here is some more relevant information. Here is some basic steps regarding how to install Dynamics 365 for phones and tablets.

Dynamics 365 Sales Hub Is Missing – Where is Sales Hub?

You should notice that when you first sign in, you should see the home page with your apps listed there.
Now you should go ahead and select Sales Hub.

So then please go ahead and choose an app from the list, Sales Hub being the app you want here.

Using the navigation bar
Use the nav bar on the left to create a new record, search, get to your work area, or even to do all kinds of other tasks.

The Recently Used section and Favorites section are both there to provide relatively quick access to your pertinent views, dashboards and records.

Select the Menu button on the nav bar, and then select Favorites and Recent Favorite Button in order to access some of your favorite records.
In order to pin an item as a favorite, what you do is that from the list of Recently Used items, go ahead and tap the pin looking icon or element. This action will go ahead and pin / move the item to Favorites so you can conveniently access it.

Recent items and Favorites.

The Sales Hub app on the Dynamics 365 for phones mobile app is tailored and designed to be your assistant at work and to be productive. This app helps you to close more deals, act as your office assistant, and engage with customers more effectively with efficient performance of day-to-day activities by using the Sales Hub app.

Dynamics 365 Sales Professional VS Enterprise Training Courses

High quality Microsoft Dynamics 365 sales professional vs enterprise training helps you close deals, manage customer relationships, and boost your organization’s sales revenue – all within Dynamics 365 and even with some use of Office 365. Get high quality Dynamics 365 sales training and contextual guidance based on what would potentially be real world uses based on quality Dynamics 365 training courses. Compare your Professional vs. Enterprise Dynamics and explore all about Dynamics 365 pricing by using the download of Dynamics 365 licensing guide.

Dynamics 365 sales professional vs enterprise training

As a simple way to modernize sales productivity, Dynamics 365 sales training February 2020 and other available dates helps you understand how to harness the power of all the revenue generating capabilities related to Microsoft Dynamics 365 sales force automation (SFA) along with the productivity of Office 365.

While using Microsoft Dynamics 365 Sales Professional, your organization can manage customer relationships well, close great deals, and boost your sales revenue overall – and all within Office 365 and Dynamics!

  • Prioritize your very high-potential prospects.
  • Personalize interactions with your customers for better outcomes.
  • Get a complete 365 days in a year kind of picture of customer interactions and activities.
  • Identify key stakeholders.
  • Create more compelling and effective emails using contextual sales data and relevant insights.

Deactivating Dynamics 365 records in PowerApps Canvas App

Free PowerApps Dynamics 365 Training Guide:

Deactivating Dynamics 365 records in PowerApps Canvas App

You can try this possible solution here

If you want to try to do it from the Canvas App directly and not from a Flow:

Try Patch from PowerApps Canvas with the values it expects for "statecode" attribute of the entity.*

Remember it’s not called Active or Inactive in Dynamics. You may need to actually patch a number of zero or one.

Example: Account Entity Reference:

Dynamics 365 PowerApps Canvas App Training

NOTE: This may or may not work to Patch the statecode from PowerApps to the Common Data Service record, it may depend onthe circumstances and it may depend on some caveats, and due to those circumstances it is best to try it yourself now with a grain of salt – this may or may not work. If you need help you can contact us for more info

Also NOTE: If the above doesn’t work with Dynamics 365 data source- try the above instead using the Common Data Service data source. You are able to use Common Data Service source while using Dynamics 365 – in fact we recommend you use Common Data Service over Dynamics 365 in all Flows (especially Power Automate or Flow because you can set the "Current" environment as the scope in all the Flow Actions, making the solution more portable), as well as PowerApps Canvas Apps.

If it works, you can deactivate Dynamics 365 record without even using a Flow and by using PowerApps Canvas App directly!

See more Dynamics 365 PowerApps Canvas App Training

Dynamics 365 Business Central Pricing Training Info

Microsoft Dynamics 365 Business Central Pricing Training Info is available here.

To understand D365 Business Central Pricing, you should know the new Dynamics 365 licensing model according to the January 2020 Dynamics 365 Business Central Licensinig Guide

Dynamics 365 Business Central Pricing Training

As of around 1-12-2020:

How much does Business Centrall Essentials Cost or what is the Dynamics 365 Business Central Essentials Pricing? If you want Business Central Essentials, it’s about $70 per user per month

How much does Business Centrall Premium Cost or what is the Dynamics 365 Business Central Premium Pricing? If you want Business Central Premium, it’s about $100 per user per month

Dynamics 365 Sales Module Training Offerings

Dynamics Edge offers many Dynamics 365 Sales Module Training Offerings for your success including Dynamics 365 Sales Hub Module Training and Dynamics 365 Sales Hub Training options.

Dynamics 365 Sales Module Training

With Dynamics Edge you can find out about all the learning and certification options available to you for all of the Dynamics 365 product lines and suites.

Microsoft Certified Dynamics 365 Sales Functional Consultant Associate

You can get the Microsoft Certified Dynamics 365 Sales Functional Consultant Associate with our MB-200 Training Course

Microsoft Dynamics 365 Sales Functional Consultants tpyically implement solutions that tend to pland and anticipate for customer connections as well as the proactive management of deals. This proactive management can be accomplished through the familiarity of the Sales Pipeline, through processing and closing deals, and through accelerating sales team performance via the use of data analytics and in some cases predictive analytics.

Dynamics 365 Training Supply Chain Management Certification

To get Dynamics 365 Training Supply Chain Management Certification from Microsoft, you should pass MB-300 and MB-330.

Dynamics 365 Training Supply Chain Management

Our D365 SCM Training courses help you prepare for these Microsoft Certified Dynamics 365 Supply Chain Management exams.

Organizations and enterprises tend to use Dynamics 365 Finance and Operations Supply Chain Management to streamline as well as automate the supply chain. You can use it to deliver timely customer response, to modernize business logistics, to even start getting ahead with predictive insights, to start streamlining procurement, and to start unifying processes from sales all the way to fulfillment. You can also use quality management, or you can use intercompany trading and master planning in Dynamics 365 for Finance and Operations as well.

Microsoft Dynamics 365 for Finance and Operations Functional Consultant is usually responsible for capturing requirements as well as performing discovery, engaging subject matter stakeholders as well as subject matter experts. Such a person also typically is found translating requirements, configuring the solution, and configuring the applications or apps for use. Typically a Functional Consultant is involved with implementing implements a solution using as much out-of-the-box capabilities as possible, including as much codeless extensibility as possible. Functional Consultants also could be involved with application or service specific integrations and should therefore be familiar with these.

Dynamics 365 Supply Chain Management Training Guide

Our Microsoft Dynamics 365 Supply Chain Management Training Courses help prepare you to become Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate. Potential candidates for Exams MB-300 and MB-330 can benefit from our training courses.

You may want to check out our course 300300 to prepare for Microsoft Certification Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations

Course 300300 – use this link for Course 300300 which helps you prepare for Exam MB-300.

Dynamics 365 Supply Chain Management Training

Our Dynamics 365 Training for Supply Chain Management is specially designed for supply chain management users of Dynamics 365 Finance and Operations Supply Chain Management Module

Dynamics 365 Supply Chain Management Functional Consultants streamline inventory management, master planning, cost accounting, and warehouse management for their clients and end users.

Choose Dynamics Edge for Dynamics 365 Finance and Operations Supply Chain Management Training to help you Understand How To:

  • Use common functionality as well as implementation tools
  • Configure processes, security and other options
  • Perform proper data migration
  • Validate and support Dynamics 365 solutions for Supply Chain Management
  • Implement product information management
  • Implement inventory management
  • Implement warehouse management and transportation management and perform business processes
  • Implement and manage supply chain processes

Learn how to configure and use supply chain management in Dynamics 365. Get started with Dynamics 365 Supply Chain Management and learn to become a Functional Consultant Business User of Dynamics 365 Supply Chain Management module in Finance and Operations!

Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Associate

Dynamics 365 Supply Chain Management bootcamp workshops and training courses help you learn how to harness the power of D365. Microsoft D365 Supply Chain Management empowers organizations and employees with the cool ability to get a nice, unified view of warehouse, inventory, manufacturing, logistics and service. You can have predictive analytics that turn relevant data into actionable insights to support better strategic decisions for your big picture success.

Learn the benefits of Supply Chain Management with our Dynamics 365 F&O ERP training options and get a great overview of all the distribution and trade features in Supply Chain Management that you can use to succeed today.

Get an ability to use Supply Chain Management to configure and manage products and inventory in Microsoft Dynamics 365 Supply Chain Management and get on a right track to success.

Learn the following topics and more:

Overview of Supply Chain Management

Benefits of Supply Chain Management

Cost management

Cost accounting

Inventory management and Warehouse management

Master planning

Procurement and sourcing

Vendor collaboration

Product information management

Production control

Intercompany trade

Learn to manage your warehouse with Dynamics 365 warehouse management training (i.e. Dynamics 365 training on warehouse management ).

Learn to manage your transportation with Dynamics 365 transportation management training (i.e. Dynamics 365 training on transportation management).

The Transportation management module ( Dynamics 365 Transportation Management System Training or Dynamics 365 TMS Training ) in Dynamics 365 Supply Chain Management is designed to help you find the most efficient way to deliver goods to your customers with Finance and Operations and gain success.

To get certified, take two exams

CERTIFICATION EXAM 1: Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
AND

CERTIFICATION EXAM 2: Exam MB-330: Microsoft Dynamics 365 Supply Chain Management

Take our courses to prepare, take and pass these exams, and congratulations you are a Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate!

Microsoft Dynamics 365 Forms Pro Training Guide

Microsoft Dynamics 365 Forms Pro Training empowers engaged, data-driven and integrated Office 365 and Dynamics 365 powered applications or apps that collect data "the modern way" using modernized responsive surveys the modern Power Platform business application suites.

Dynamics 365 Forms Pro Training

Since July 2019 Forms Pro has been out of Preview and ready to go for business and organization wide real-world solutions!

(source)

Survey distribution is actually ending up to be simpler now in the modern day with Microsoft Forms Pro and it can be well integrated with Microsoft Dynamics 365. With your Dynamcs 365 integrated with Microsoft Forms Pro you can even automate sending surveys by using Microsoft Power Automate and leverage preconfigured flow templates to integrate with the model-driven apps in Dynamics 365.

Forms Pro is an enterprise survey capability that helps enteprises and businesses obtain the feedback they need to make smarter decisions.
Forms Pro or Dynamics 365 Froms Pro Training is built on Microsoft Forms, and it offers new capabilities that make capturing and analyzing customer and employee feedback simpler than ever. Your customers can respond to the surveys by using any web browser or mobile device. As the responses are submitted, analyze them with Power BI reports and make effective decisions accordingly. owered by both Office 365 and Dynamics 365, Forms Pro supports businesses seeking to transform customer, product, and employee experiences.

Forms Pro has a lot of robust tooling to support deeper analytics and insights with integration across your tools, such as Microsoft Power Platform, Common Data Service, and the model-driven apps in Dynamics 365 so yes it can be integrated with Microsoft Dynamics 365. With Forms Pro, you can also send your customers branded surveys which have your company’s brand and feel / look intact and present.

Connect Forms Pro with your Microsoft Dynamics 365 instance or Power Platform Common Data Service Database Environment and collect feedback through surveys the modern way.

Microsoft Forms provides quick and easy Professional Forms & Integrated Surveys and related functionality. Forms Pro extends this further by enabling integration with Flow (now called Power Automate), as well as Dynamics 365 or even Common Data Service Database.

You can utilize Forms Pro to work with classic forms, quizzes and more a swell as create brand new ones for your use cases. The quizzes as well a sclassic forms have a tendency to open in their respective interfaces which are present within the Forms Pro environment in your case. This type of flexibility gives you the power to work with classic forms and surveys in tandem.

For some more details regarding how to create classic forms in Forms Pro, you can try to check relevant documentation, or let us know with your questions and we can direct you to one of our Dynamics Edge Dynamics 365 Forms Pro training courses designed to teach you on this subject.

What are the supported web browsers that work with Forms Pro?

Forms Pro is well optimized for the newest or latest versions of Chrome, Firefox, Safari and Microsoft Edge.

How to sign up for the Microsoft Forms Pro trial?
Microsoft Forms Pro has been generally available since July 1, 2019. In order to try out Microsoft Forms Pro, you can sign up for a free 30-day trial for yourself and your oganization. When the trial period end, you’ll actually need a paid license to continue using Forms Pro after the trial period.

To access Forms Pro try opening Open formspro.microsoft.com in a web browser.

Get started with Dynamics 365 Forms Pro Suvery Training with Dynamics Edge by contacting us or checking out our courses.

Enter your own email address, and follow the integrated wizard to complete the sign-up process with your new account.

Please note that a school or work account is required for trying out Forms Pro. Any users that participated in the Microsoft Forms Pro public preview program are automatically converted into the 30-day trial until July 30, 2019.

You should be able to opt out of the Microsoft Forms Pro trial manually. First you would sign in to Microsoft Forms Pro, then Select your username from the upper-right corner of the page.

After this you would select Switch to Forms. From the time that you switch to Forms, you should be redirected to the Microsoft Forms experience and after that may no longer be able to edit surveys anymore. Also note that in the case that you opt out of the Microsoft Forms Pro trial and then sign up again later, your actual trial end date will likely be counted from the first date you signed in rather than the date you decided to opt out of the trial and opt in again.

Your trial experience might also be downgraded in the following scenarios or cases:

  • An administrator removed your license.
  • Your trial license has expired.

In the event that your Froms Pro trial experience is downgraded, a message is displayed with an option to export your survey responses. Your survey will also stop receiving responses if you don’t have a valid license. Your data is retained for 90 days, and then deleted if you don’t purchase a license before the expiry of trial.

PowerApps Transfer Data From One Screen To Another Screen

PowerApps Transfer Data From One Screen To Another Screen.

In this case, your question is about transferring content from one screen to another. For example, suppose you want to transfer data from screen 1 to screen 3 or something like this.

That is not how PowerApps works to our understanding. You do not generally transfer things from one screen to another screen. Even the controls that are displayed on one screen, actually can be referenced from another screen from another control for instance.

So in your case, you should instead choose one of these two options for your scenario:

  1. Set a Variable / Use a Variable, or

  2. use a collection.

Let’s give example with Set a Variable / Use a Variable. Let’s suppose it is Text value (be sure to be consistent with the type).

On App Start and On Screen 1 OnVisible use this statement:

Set(MyArbitraryVariable001,"")

Elsewhere in Screen 1, set the real value

Set(MyArbitraryVariable001,"My Text Value")

In Screen 3, try to use the value, e.g. in a Label text

On a Label, Parameter Text, put this as the contents: MyArbitraryVariable001

There you go.

You can also use ClearCollect, Update, Patch, etc.

To our understanding, a PowerApps Collection is interpreted (or can be used as ) a type of "data source" – so a Collection can be used if you want to use data source or collection related functions instead and depending on your scenario.

Variables and Collection can be used across any of the screens to our understanding as well. This is because a Variable and Collection is scoped to whole app.