Configure Sales Hub from Centralized Location (General Settings Section added) for Dynamics 365 for Sales – 2020 Release wave 1

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With 2020 Release wave 1 we have a new General Settings section add to App Settings for Dynamics 365 for Sales for easy configuration of the app from a centralised location.

In 2019 Release wave 2 à

There is no general setting section.

In 2020 Release Wave 1 à

We have the General Settings section added to App Settings

Below are the different configuration options available as a part of it.

  • Auto creating records for newly qualified leads

This feature was added as part of Release 2019 wave 2, which lets the Administrator configure which records to be created Account, Contact, and \ or Opportunity. Get more details below.

  • Custom fields on Opportunity Close Dialog Box.

In 2019 Release Wave 2 à This feature was added which finally allowed adding custom fields to Close Opportunity Dialog box.

  • Enhanced Email

In 2019 Release Wave 2 à The new feature added pop-up email window for the user to refer the main record. Get all the details below.

  • Business Card Scan

In 2019 Release Wave 2 à This feature allowed scanning of the business card, which auto-populated the configured fields in the form.

The PDF generation capability is available for additional entities earlier it was only available for Quote with version 9.0.1911.1009 of the product.

More on this

  • Microsoft Team Integration

  • LinkedIn Integration

Check other blog posts on

  • Release 2020 Wave 1

  • Release 2019 Wave 2

Hope it helps..