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 – Mapping Fields

Mapping Fields can be a huge time-saver if you are frequently qualifying leads or creating new contacts from an account record, for example. When you map a field, it carries the data over from one record in an entity to another record in a different entity. I do suggest having both the Source & Target forms open so you can check your work–field names can be tricky!

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