You can view and maintain the DynaRent for D365 Sales configurations in the App Settings. You can also change the default quote type in Power Apps.
Name | Responsible | Description |
---|---|---|
Link DynaRent for D365 Sales to D365 FO environment |
Administrator |
During implementation, link the DynaRent for D365 Sales environment to the desired D365 FO environment. You can link a DynaRent for D365 Sales environment to only one D365 FO environment. |
View or add table configurations to open D365 FO pages from DynaRent for D365 Sales |
Administrator |
A table configuration is used to open the right D365 FO page from DynaRent for D365 Sales. On installation of DynaRent for D365 Sales, these standard table configurations are created automatically:
Do not change or delete these standard table configurations. If desired, you can add custom table configurations. If you do so, follow the steps in this topic. As a result, the 'Open' button is added to the command bar of the applicable form in DynaRent for D365 Sales. Note: You can only add table configurations for DynaRent for D365 Sales tables which have the Company field. |
Set up default values for new DynaRent for D365 Sales records |
Administrator |
You can define default values that are applied when you create a new record. In DynaRent for D365 Sales, you can apply default values to new:
|
View segments and subsegments |
Administrator |
Segments and subsegments let you create groups of related prospects or customers that you can target with different customer journeys based on your business requirements. For segments and subsegments, a one-way synchronization is applied. The segments and subsegments are maintained in D365 FO and synchronized to DynaRent for D365 Sales. In DynaRent for D365 Sales, on creation of an account, you can indicate to which segment the account belongs. If you have defined a segment, you can indicate to which subsegment the account belongs. You can view the synchronized segments and subsegments in DynaRent for D365 Sales. |
Change default quote type |
Administrator |
If a quote is created from an opportunity, the Quote Type is defined by a default setting in Power Apps. So, a default value for the Quote Type, if set in the Default Parameter Configurations, is not applied. These quote types are applicable to DynaRent for D365 Sales:
To change the default quote type setting for the applicable Dataverse table column, follow the steps in this topic. |