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Dynamics 365: Organize your Reports!

By Microsoft Dynamics CRM No Comments

For this tip, I’m bringing back a post from last year about organizing reports.  If your organization uses a high number of reports like many of our clients, I highly recommend taking the time to organize them into categories!  There are a few out-of-the-box categories to choose from, but if that’s lacking, you can add your own if you are an administrator.  Read More

What Is A Salesforce LookUp Field?

By Salesforce CRM One Comment

A Salesforce lookup field is one of the many different kinds of field types available to you.  When creating a lookup field you are essentially relating the field to another object (e.g, table) for its values.  They can be used to lookup a value on related lists, be useful for relating objects for custom report types, or create a relationship for tracking to name a few.  LookUp fields can also use filters to drill down on specific data to display in the picklist or they can be based on the value of another field, or a combination of both. Read More

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