Service XRM

A common scenario ... You have a new customer and you want to start with clean trial instance of Dynamics 365 to work on a demo or you just want a trial to study and experiment with application features. You can Google for options. But this brief post will take you where you need to go. Request: Obtain a trial instance of Dynamics 365 outside of your organization domain. This should be a standalone cloud instance. Solution: Watch my YouTube video for details: How to create a trial instance of Dynamics 365

In Dynamics you have the ability to assign owners to records for entities that have ownership setting of  User or Team Owned . Owners may be a user or team who has assigned responsibility to work on the record.  An example is a new account, opportunity, or case having an assigned owner. It is common to have multiple tasks  related to the record. These task may be assigned the owner also.  For example when creating a new case the system auto creates tasks assigned to the service representative who is the case owner. The tasks may include: 1. Send an acknowledgement email with case number  2. Send an acknowledgement email when work has begun on the case 3. Perform follow up phone call after 2 days When each of these tasks are completed they are flagged complete in the system. All is good. However, when the owner of the case changes the ownership of the tasks will also change. This is standard out-of-the-box functionality. Request: Your business owner has requested that you alter the syst