Asif Rehmani

VisualSP

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Asif focuses on digital transformation and digital adoption. He has coined the term contextual microlearning and presents this topic in his writing and speaking engagements. Asif advises CIOs and company leaders on how to most efficiently and continuously support and train their knowledge workers.

Over the years, Asif has authored several books and has spoken to Microsoft audiences at conferences and in private settings all around the world.

Asif also runs a company called VisualSP (a Contextual Microlearning Platform) focused on accelerating Microsoft 365 and Dynamics 365 digital adoption and user training. 


Published by Asif Rehmani

Create a Purchase Quote and Convert to an Order - Dynamics 365 Business Central

- 1 min read-Asif Rehmani
This video shows how to create a purchase quote in Dynamics 365 Business Central and then convert it to an order.

Create a Blanket Purchase Order in Dynamics 365 Business Central

- 1 min read-Asif Rehmani
When you and a vendor have a long-term agreement, you can create a blanket purchase order in Dynamics 365 Business Central for use throughout that period of time with the vendor. This video shows you how to make that happen.

Moving the Opportunity Forward by Developing it with Required Information - Dynamics 365 Sales

- 1 min read-Asif Rehmani
A very important stage of any Dynamics 365 sales opportunity is “develop.” You want to make sure that you are developing the opportunity with all of the required information so you can take it to the next stage which is usually Proposed (unless it's been customized to something else). This video shows you exactly how to develop an opportunity.

Show Your Dynamics 365 Sales Records in Microsoft Outlook

- 1 min read-Asif Rehmani
You can set up the configuration to show the records from Microsoft Dynamics 365 Sales directly in Microsoft Outlook for any user. It does require some complex configuration, but once you get it all figured out, it works like a charm. This video shows you step by step exactly how to set it up.

Create Security Roles in Dynamics 365 CE (CRM) by Copying an Existing Role Definition

- 1 min read-Asif Rehmani
There's an easy way and a hard way to create a security role in Dynamics 365 CRM. This video demonstrates both of the ways. The easy way is to copy an existing security role and make changes by toggling specific security rights or rows and columns of them making it a much faster process.

Filter Lists of Records by Date Range in Dynamics 365 Business Central

- 1 min read-Asif Rehmani
You can use a trick in Dynamics 365 Business Central to filter any list of records by a range of dates. This video demonstrates exactly how to do this.

Manage Activities in Dynamics 365 Sales

- 1 min read-Asif Rehmani
In Dynamics 365 Sales, there are lots of activities you can create and manage as a user such as phone calls, emails, meetings, tasks and assignments. This video shows you some examples of how you can manage those activities.

Switch Through Available Roles in Dynamics 365 Business Central

- 1 min read-Asif Rehmani
You can switch available roles in Dynamics 365 Business Central match your actual role within your company. That way the information on the interface as well as actions available will match your actual role. This video shows you how to do that.

Parent-child Relationships Hierarchy in Accounts - Dynamics 365 Sales

- 1 min read-Asif Rehmani
Accounts can have a parent-child relationship in Dynamics 365 Sales. This can get complicated unless you are careful setting it all up. This video shows exactly how it's set up and can be managed.

Working with the Timeline Widget in Dynamics 365 Sales

- 1 min read-Asif Rehmani
The Timeline widget appears in multiple tables within Dynamics 365 Sales such as Accounts and Contacts. It is pretty important for users to understand exactly how to use the Timeline activity widget to log various sales and customer service-related activities.

Grab a Free 60-day Trial of Microsoft Viva Learning

- 1 min read-Asif Rehmani
Do you want to see exactly what Viva Learning is all about? Before you decide one way or the other, get this free 60-day trial of Viva learning premium and try it out within your own environment.

Differences Between Free and Paid Versions of Viva Learning

- 1 min read-Asif Rehmani
You can get a free version of Viva Learning or you can pay for the premium license. What comes with each version? What are the differences? This detailed video shows exactly what you get with the free and premium versions.