Megan Hagedorn No Comments

Dynamics 365: Start Using the New(ish) Unified User Interface

When Microsoft released Dynamics version 9, they also released new unified interfaces for each application–for example, Sales has the “Sales Hub”, Customer Service has the “Customer Service Hub”, etc. It’s been easy to continue using the “classic” interface, but if you want to check out the new UI, keep reading! Read more

Megan Hagedorn No Comments

Dynamics 365: Bulk Edit Records

Bulk editing a group of records is easy to do and can save quite a bit of time–as long as the edit you need to make is allowable in the Bulk Editing menu! You do not need to have the field you want to edit displayed in a given view, but any records you wish to edit must be displayed in the current view.  If your view has 300 records in it, you’ll have to perform the bulk edit once per page.  Keep reading to learn how to bulk edit records! Read more

Megan Hagedorn No Comments

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