Megan Hagedorn No Comments

D365: Make a Field Searchable in Global Search Box

Not many fields are fully searchable in the system by default, and you might want to change that. Maybe you’d like to search by PO or Job number, maybe by a specific product type, etc. Well, last month, we walked through making a field “filterable” in a view. It’s logical to assume that the solution for that would also make the field fully searchable in Global Search:

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Megan Hagedorn No Comments

Microsoft Dynamics 365 – Redesigned Documentation Website

Earlier this summer, Microsoft quietly updated the documentation website for Dynamics 365. As someone who is constantly looking at Dynamics documentation, this was a welcome update and the organization is greatly improved. Microsoft articles are a good resource for general questions (eg. How do I create a new Personal View?), so take note of the below site:

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Megan Hagedorn No Comments

Dynamics 365 – Duplicate a Business Rule

This tip is for all the folks who have had to create multiple, similar Business Rules at once. It is so easy to miss, but it actually is possible to duplicate and edit a Business Rule! This really is a time-saver–especially when multiple Business Rules contain similar steps or variables. The only catch is, the Business Rules must be contained in the same Entity. We’ll jump right in with an example. Read more