CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘Unified Interface’

Set Up Auto-Complete Control in Dynamics 365

Have you ever needed to have a field in Dynamics 365 be an auto-complete field? If so, we will cover how to set this up in the Unified Interface. Dynamics 365 Form End Result Before we dive into how to set this up, check out the screenshots below. The reason I'm showing this early is […]

continue reading...

Opportunity Grid Accelerator for Dynamics 365

Creating a sales opportunity or quote in Microsoft Dynamics 365 that covers multiple product lines can prove time-consuming. That's because interface controls force sales users to select individual products. If an opportunity consists of six different products, a sales user will repeat six different searches to select these items. For sales professionals who create multi-line quotes this is […]

continue reading...

Dynamics 365 April 2019 Release Notes Are Here

If you have been keeping an eye on the Microsoft Documentation site, you will have noticed the "Release Notes" sections. Microsoft started publishing the Release Notes for the Spring 2018 update release as part of their update modernization of Dynamics 365. Also, these release notes will be published several weeks ahead of the new updates. […]

continue reading...

enCloud9 Webinar Series – Dynamics 365 Unified Interface, Outlook App, and Hubs

Microsoft Dynamics 365 continues to evolve. Among the most impactful changes for users are the new Unified Interface, the Outlook App, and Hubs. Join enCloud9 in these three webinars to understand how these changes will affect how your organization uses Dynamics 365 and how to plan for these updates.  Introduction to Dynamics 365 Unified Interface […]

continue reading...

Dynamics 365 Unified Interface

Upcoming in Dynamics 365: Unified Interface With the imminent October 2018 release, Dynamics 365 users find themselves facing one of the most transformational updates in years. Much like the transition between CRM 2011 and CRM 2013, when the interface transformed from tabs on the left to tabs on the top, we are now back to […]

continue reading...
 

 
 
Show Buttons
Hide Buttons