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Dynamics 365: Configure the Relationship Assistant

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

Megan Hagedorn No Comments

Dynamics 365: Add a Countdown Timer to a Form using a Timer Control

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

Megan Hagedorn No Comments

Dynamics 365: Use the Relationship Explorer to add Shortcuts to Related Records

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

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Dynamics 365: Install Voice of the Customer for Version 9

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questions about Voice of the Customer for D365 version 9, and I was investigating when I noticed our V0C solution was outdated.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

Megan Hagedorn No Comments

Dynamics 365: InsideView Insights Discontinued

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.