One of the new features in Version 9 is the “Relationship Assistant”. This tool will let you know if an Opportunity is closing soon, if a record has had no activity in the last X days, and so much more. There are lots of articles out there to help users configure the relationship assistant via the personal options menu, but not many tell you how to change the “days before notifying” settings for the organization. Read more
Did you know that Dynamics has an out-of-the-box report that displays all users’ security roles? I just learned about this a few weeks ago myself and it has been very useful! Keep reading to learn how to run this report. Read more
It’s time for some spring cleaning! The reports area of Dynamics is often left unorganized, making it a chore to locate particular reports. In this post, you’ll learn how to create a new report category, then a new system view to further organize your reports. Read more
Did you know that you can add an out-of-the-box Timer to a form in Dynamics? The timer will count down to a date specified in the form, and display different statuses depending on conditions you set. You can add multiple timers to track against multiple milestones. In the example below, we’ll be adding a countdown timer to the Opportunity based on the Estimated Close Date. Read more
Have you ever wanted to look at records related to another record in Dynamics, but fail to see the shortcut? Or, as an Administrator, have you ever had to troubleshoot a record, but the “Background Processes” or “Process Sessions” shortcuts were missing from a record? Keep reading to learn how to add these shortcuts. Read more
We recently received a few questions about Voice of the Customer for D365 version 9, and I was investigating when I noticed our V0C solution was outdated. Every attempt to install the latest version failed, for no apparent reason. Thanks to this blog post, I was able to figure out the issue. Keep reading for step-by-step instructions to update VoC for version 9. Read more
Dynamics 365 allows administrators to edit System Views straight from the View itself, which is great and saves a few clicks…except there is no option to publish those changes. Keep reading to learn more! Read more
Microsoft has discontinued Insights, powered by InsideView and Versium Predict, and must be purchased separately directly from InsideView if you wish to keep this feature. Current users have until August 15, 2019 before Insights is completely removed from Dynamics 365 (unless, of course, you’ve decided to purchase separately). Check out this blog post for more information and other alternatives.
If your organization is transitioning to Server-Side Synchronization in the coming months, I have two quick pieces of advice to make your migration as smooth as possible.