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Word Document Templates that use FetchXML for Complex Data Retrieval
- Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But […]
- Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But […]
Managing Activate/Deactivate ‘permissions’ of CRM Entities
- Business Case When an account or a contact isn’t purchasing we might think of them as “inactive” – and CRM offers a button on the ribbon to ‘deactivate’ the record - but is that the right way to manage the status of a record? - Typically not. – The Active/Inactive status of CRM records really […]
- Business Case When an account or a contact isn’t purchasing we might think of them as “inactive” – and CRM offers a button on the ribbon to ‘deactivate’ the record - but is that the right way to manage the status of a record? - Typically not. – The Active/Inactive status of CRM records really […]
Dynamics 365 Enhanced Filtering is Here!
- Before we get started... In my prior post, I highlighted the Dynamics 365 enhanced filtering capabilities coming in the Wave 1 2020 update. So, check out that post. Then, keep reading this post as we will dive into more details. Additionally, you will need to have the Wave 1 2020 update applied. If you haven't […]
- Before we get started... In my prior post, I highlighted the Dynamics 365 enhanced filtering capabilities coming in the Wave 1 2020 update. So, check out that post. Then, keep reading this post as we will dive into more details. Additionally, you will need to have the Wave 1 2020 update applied. If you haven't […]
Set Targets and Track Dynamics 365 CRM User Performance with Ease on Daily, Weekly or Monthly Basis
- Looking for a complete Dynamics 365 CRM monitoring solution? Get User Adoption Monitor for seamless tracking of Dynamics 365 CRM user actions! Recently, our user actions monitoring app – User Adoption Monitor, a Preferred App on Microsoft AppSource - had released three new features making it a formidable app for tracking user actions across Dynamics […]
- Looking for a complete Dynamics 365 CRM monitoring solution? Get User Adoption Monitor for seamless tracking of Dynamics 365 CRM user actions! Recently, our user actions monitoring app – User Adoption Monitor, a Preferred App on Microsoft AppSource - had released three new features making it a formidable app for tracking user actions across Dynamics […]
Send Dynamics 365 Emails from Power Automate
- Setting the stage Prior to Power Automate (formerly Microsoft Flow), many of you probably sent emails using a workflow in Dynamics 365. This option has been around for quite some time. Typically, you have some automated process where emails go out to notify internal personnel or external customers. But, you may have seen the "nag" […]
- Setting the stage Prior to Power Automate (formerly Microsoft Flow), many of you probably sent emails using a workflow in Dynamics 365. This option has been around for quite some time. Typically, you have some automated process where emails go out to notify internal personnel or external customers. But, you may have seen the "nag" […]
Compare Excel vs MS Project vs Dynamics CRM – Pros, Cons and Costs for Project Management
- When it comes to project management software, you have choices. Being in the business of providing solutions for project management, we have recommendations. Here are the pros and cons of some of the first choices as well as our take on what is the most effective. Microsoft Excel Pros: It is free; most people have […]
- When it comes to project management software, you have choices. Being in the business of providing solutions for project management, we have recommendations. Here are the pros and cons of some of the first choices as well as our take on what is the most effective. Microsoft Excel Pros: It is free; most people have […]
Best Practices for Business Rules in Microsoft Dynamics 365
- What is a Business Rule? Simply put, a Business Rule is a code-free way to apply rules to a form in Dynamics. You can use a Business Rule to set field values, clear field values, set field requirement levels, show or hide fields, enable or disable fields, validate data and show error messages, or create […]
- What is a Business Rule? Simply put, a Business Rule is a code-free way to apply rules to a form in Dynamics. You can use a Business Rule to set field values, clear field values, set field requirement levels, show or hide fields, enable or disable fields, validate data and show error messages, or create […]
Adding a Sub-Grid of Related Records to Your Dynamics CRM Contacts
- One of the great things about Dynamics CRM is that it allows you to customize entity forms so each record displays the information most pertinent to your business. It may be helpful for your users to be able to see, at a glance, a certain set of related records when viewing an individual lead, contact or […]
- One of the great things about Dynamics CRM is that it allows you to customize entity forms so each record displays the information most pertinent to your business. It may be helpful for your users to be able to see, at a glance, a certain set of related records when viewing an individual lead, contact or […]
Populate the Email “FROM” Field with the Email Address of the User’s Queue
- When you send an Email from Dynamics CRM, you can manually modify the from field of the outgoing email to a queue. Most probably you want emails sent by users from the service department to be sent from Service Queue and those emails sent from the sales department to be sent from the Sales Queue. […]
- When you send an Email from Dynamics CRM, you can manually modify the from field of the outgoing email to a queue. Most probably you want emails sent by users from the service department to be sent from Service Queue and those emails sent from the sales department to be sent from the Sales Queue. […]
Managing System Views & Dashboards in Dynamics 365
- There are many out-of-the-box System Views and Dashboards that come with Dynamics 365. Many times, there are Views or Dashboards that go unused and are in a hindrance rather than a help. Other times, you may want to create your own custom System Views or Dashboards to replace the out-of-the-box ones. So, let's explore how […]
- There are many out-of-the-box System Views and Dashboards that come with Dynamics 365. Many times, there are Views or Dashboards that go unused and are in a hindrance rather than a help. Other times, you may want to create your own custom System Views or Dashboards to replace the out-of-the-box ones. So, let's explore how […]
