Summary. I explore the evolution, configuration, and practical application of Microsoft Dynamics 365 and its underlying Dataverse platform. My posts detail how to customize forms, manage sales pipelines, and integrate Dynamics with other tools like Outlook.

What the posts say

Dynamics 365 became generally available in November 2016.

“Today, we are excited to announce that Dynamics 365 is generally available.” — A Short History of Microsoft Dynamics and Microsoft Dataverse

Dataverse was introduced in 2020 as a low-code data platform.

“Introducing Dataverse, a new low-code data platform for Microsoft Teams” — A Short History of Microsoft Dynamics and Microsoft Dataverse

I used the Power Apps portal to perform the customizations.

“I used https://make.powerapps.com to customize the Account|Sales Insights form.” — Dynamics 365 Sales (Part 1)

I removed the Fax element from the form.

“I deleted the Fax element from the Account|Sales Insights form” — Dynamics 365 Sales (Part 1)

I added two new optional fields to the Opportunity table.

“I added Trial Start (Optional)” — Dynamics 365 Sales (Part 2)

I converted a lead into an opportunity.

“I created the (Lead) Opportunity” — Dynamics 365 Sales (Part 2)

The Account lookup column generated a new Many-to-one relationship.

“I noted that adding the Account Lookup column created a new Many-to-one relationship” — Dynamics 365 Sales (Part 3)

I changed the name column from a text field to an autonumber.

“I updated the name column to be an autonumber” — Dynamics 365 Sales (Part 3)

The app connects a Dataverse Model Driven app to Outlook.

“Microsoft Dynamics 365 App for Outlook connects a Dataverse Model Driven app to Outlook.” — Microsoft Dynamics 365 App for Outlook

I reached the specific Dynamics 365 free trial page.

“I navigated to https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/” — Dynamics Trial Signup