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MB-210: Perform Configuration, This is part of the overall MB210 Mindmaps…

- - - - OOTB
        
        Campaign Summary
        
        Case Summary
        
        Invoice
        
        Account Summary
        
        Opp Summary
      - Can have security roles
      - Download template
        
        Defines list of fields / tables you want ot access
      - Upload Template
        
        Returns template to D365
      - Standard docs filled with data
    - - Sales Literature
      - Title / Subject / Type
      - Multiple attachments against 1 literature
      - Can email straight from literature
        
        Attachments added to email
      - Can add from Outlook client
  - - - Add Prefix, number & suffix
      - Admin.powerplatform
  - - - Days that business is closed
      - Normally field service
      - Advanced Settings or admin.powerplatform
    - - Year Start / End
      - Monthly / 4 weekly etc
      - Labels for fiscal yer
    - - Base Currency
        
        Defined on tenant creation
      - All currencies have
        exchange rate to base
      - System Currencies are those MS gives you
      - Custom allows adding to list
        for stuff that is not there
      - Currencies on price list
      - User can establish their own base currency
      - Accounts etc have currencies
        
        Any transactions on
        the entity use this currency
      - Adding money field adds several fields
        
        Currency selection
        
        Defaulted to user / system default
        
        base currency
        
        Not editable by the user
        
        Stores converted amount
        
        actual currency
        
        This is editable
      - Changing exchange rates doesnt change existing records
  - - - Only 1 manager per territory
      - Only 1 territory per user
      - Account belongs to Territory
      - Pricelist connected to Territory
      - Advanced Settings
    - - In New interface, Sales Hub
      - Can have sub-terrorities
      - Users can still only be in 1, so put at parent level
  - - - Account Manager
      - Sales Person
      - Sales Manager
- - - - Lead
        
        Qualify
        
        Existing Contact?
        
        Existing Account?
        
        Purchase Timeframe
        
        Est Budget
        
        Purchse Process
        
        Identify Decision Make
        
        Capture Summary
      - Opportunity
        
        Develop
        
        Customer Need
        
        Proposed Solution
        
        Identify Competitors
        
        Propose
        
        Identify Sales Team
        
        Develop Proposal
        
        Complete Internal Review
        
        Present Proposal
        
        Close
        
        Complete Final Proposal
        
        Present Final Proposal
        
        Confirm Decision Date
        
        Send Thankyou
        
        File De-brief
    - - No more than 10 flows per entity
- - - - Charts, list, iframes, web resources
    - - Security roles apply
      - Can only show system charts / views
      - Default is everyone access
  - - - Pie
      - Funnel
      - Line
      - Bar
      - Column
      - Area
    - - Security via Entity
      - Can be included in Personal / System
    - - Only shared to users / teams
      - Not in system dashboards