Hello again! Back this month with a quick customization tip that makes a big impact. You may have noticed the My Apps menu at one point or another, if you’ve selected this carrot:
Notice the generic name for your Dynamics 365 Instance? We’re going to update that. Read More
This is kind of an oldie but a goodie, bring back to life a post from long ago just because I think validation rules are so helpful. A lot of my clients tend to go down the rules of “required” fields but that doesn’t always work. In that case, use a formula to validate fields, popping up a warning when something isn’t correct — thereby prompting the user to add in data.
In our case here, we’re going to do a rule that creates a warning if the user chooses a type of value, and we want something to clarify that value. Here, I want to create a validation so that when someone tells me that they have Goldmine as a product, I put in their version as well (other products in this picklist don’t have a version, hence the need for GM only).
Something I just kind of stumbled on to for another client, a useful tool that can put tabular reports in a dashboard item. You don’t want to whole tabular report, but maybe the “top 10 opportunities by dollars” or “customers not touched in a LONG time”. Now, a couple of caveats — you cannot use date fields as a displayed field inside of the dashboard. I find this very annoying, but I’ve gotten around it by doing an aging field based on that date. That works well, but takes a bit so this will be more like 2 tips.
Inserting merge fields into Email templates just got a whole lot easier with Zoho CRM’s new Template editor!
While creating a Template, simply type the “#” hashtag symbol. This brings up field selection box where you can just start typing the field you’re looking for the the system dynamically shows you the fields that match. For example, say you’re creating a Lead Email Template and you wanted to insert the “First Name” field. simply type #fir and you’ll see this:
Then you just have to click on “First Name” to insert the First name merge tag.
When you send an email from CRM you can now go to the recipient’s record in CRM and see if they opened it, and/or clicked on links embedded in the email. This is great, right? But did you also know that if you send a mass email to a set of Leads or Contacts that you can get summary information on how that email performed overall – meaning how many people opened it, and how many people clicked links? It’s called Template STATs! Read More
CRM Variables are fields that are used to store static and reusable information in your Zoho CRM account.
A CRM Variable can have a unique set of values and can be widely used as merge fields in Email templates, Mail merge templates, and Inventory templates!
To create a CRM Variable Read More
In other posts this month, we enabled Duplicate Detection and set up a custom Duplicate Detection rule. In this post, we’ll run a duplicate detection job and merge records. Begin by signing on to Dynamics 365 and select Settings-> Data Management, then Duplicate Detection Jobs: Read More
Your garage isn’t the only thing in need of some Spring Cleaning! In this post, I’ll talk about why it is so important to maintain accurate records and show you how to turn on Duplicate Detection in Dynamics 365. This post was inspired by a great article on it.toolbox.com. Read More
In Zoho CRM, you can now establish “Layout Rules” that will show or hide fields and/or sections and/or make fields mandatory based on criteria! This will go a long way towards managing your module forms and making them easier for your users to use!
For example, let’s say you sell two “Types” of Services. Based on the type of service you sell, you need to collect a different set of information for your Deal record.
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