This week on the Dynamics 365-CRM blog roundup:

  • How to set up a data map in Microsoft Dynamics 365/CRM
  • Configuring the learning path feature in D365
  • What are cascading rules in D365?
  • Proposal automation in your CRM and what to look out for

How to set up a data map in Microsoft Dynamics 365/CRM

On the Ledgeview Partners blog, Chad Collett wrote a post to help improve user skills related to the advanced admin stage of managing their Microsoft Dynamics 365/CRM training.

In addition, Collett stated that his post offers the necessary insight to help you succeed with data mapping, including how to set up a data map to ensure data is transferred correctly.

However, Collett added that before you start setting up a data map, you first have to understand the concept and functionality of data mapping in D365.

You can read about data mapping and how to set up a data map here.

Configuring the learning path feature in Dynamics 365 CRM

On the Inogic blog, the author explained that the "learning path" is a tool that's available in D365 to help boost user engagement.

If you enable this feature, you can create your own learning path content for users that will help them to better understand the business. Additionally, the functionality provides contextual help that directs a user to follow a specific process.

In the blog post, the author offered a walkthrough of the learning path configuration and explained the pre-requisites for configuring it.

You can read about the learning path feature here.

What are cascading rules in Dynamics 365?

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