Prior to the Wave 1 2020 release, the allocation of charges capability was available only on the Purchasing side of F&O processes. In this blog, we’ll review the Current State process and share some exciting news about Future State process.
In today’s fast-paced world, it’s more important than ever to get a 360-degree view of customers at the click of a button. With the power of Microsoft Dynamics 365 and PowerOneView, it is now possible to view all records and information related to an entity in a single configurable reading pain.
Simply open a contact, lead, account, opportunity, or any other record, click on PowerOneView, and all related records will instantly display in the OneView pane. Simply scroll through the records one by one while the reading pane displays each record’s contents. In other words, it is no longer necessary to open each and every record to see its contents!
When imported, PowerOneView is automatically added to the following entities: Contact, Lead, Account, Opportunity, and Case. However, it can easily be added to any other entity within Dynamics 365 – even custom entities!
The first step in getting started with any managed solution in Microsoft Dynamics CRM is to import the solution under the Solution section of CRM. To navigate to this section, you would simply go to Settings > Solutions > Select the Import button from the ribbon. This will prompt a dialog box that will walk you through the import process, which is shown below.
Once the import has completed, double-click on the PowerPack solution you just imported from the solutions list in CRM. This will open the configuration screen of the PowerPack solution, where you can select if you'd like to register for a 30-day free trial or subscribe to the add-on.
Under the “General” section fill-in the required information, including your communication preferences, once you have completed the form select the “Submit” button which is located under the “Profile” tab of the form.