Dynamics 365 makes it easy to reference information from other entities on a given form using Quick View forms. For example, you can show a contact’s job title, phone number, and email address on an Opportunity. Or, maybe you want to show some specific account information (account number, address, etc) from an associated contact’s record. Adding Quick View forms is quite easy and incredibly useful–keep reading for more information! Read more
When declaring an Opportunity closed-lost, Dynamics offers two out-of-the-box choices as the “reason for loss”: Canceled, or Out-Sold:
What if you need to add additional options here? Going beyond the reason for loss–what if you want to add additional choices for a “Won” status, or even additional statuses when the Opp is open? Read more
It’s easy to get distracted with all of the great user interface changes Microsoft brought us with Version 9. This tip is about one of the smaller enhancements that hasn’t gotten much attention, but learning about it is definitely worth your time! We’re talking about a new search feature available in Advanced Find that allows you to specify if a relationship contains data. For example, we can search for accounts with NO opportunities, or bookable resources with NO bookable resource characteristics.
Microsoft is redesigning the Dynamics 365 admin portal! You may have seen our post on the new support page a few months back–Microsoft has expanded the Dynamics 365 admin portal to include both support information and environment/instance management.
This year, Microsoft changed their Dynamics 365 upgrade policies. Some of the changes include delivering two major releases per year (April and October), detailed release notes (you can find these here), and most importantly, enforcing a mandatory update to move all 8.2 users to version 9 by January 31, 2019. You can find more information on the policy changes in this Microsoft blog post and a FAQ on these policies here. Please note that version 8.2 will not be supported after January 31, 2019 and your organization has likely already been contacted by Microsoft to schedule the upgrade.
After receiving a few questions on this topic from clients this month, I decided to make our third tip a throwback to a post from 2017 — Make a Field Searchable. This post walks you through the process of making a field searchable in both global and view searches, and adding it to the search results view, if searching within a specific view.
If you use the Dynamics 365 mobile app, you may have noticed that the three fields displayed in search results or various views are unhelpful. It could only show the Opportunity number (if you assign one), Est. Revenue, and Est. Close date, making the mobile app nearly unusable. Luckily, changing the information displayed in these views and search results is easy. Read more
Did you know that there’s an easy, out-of-the-box way to change Views to be editable in-line? This allows you to edit Views similarly to how you might edit a spreadsheet in Excel. Click in the field and edit as needed:
Another new feature in Dynamics version 9 is the ability to assign a color to the header of a Subgrid. This adds a clean, professional touch to your forms and looks great. You can even go as far as to match the Subgrid color with the same color that is assigned to the entity! To learn how to add a splash of color to your forms, keep reading.
This month, we’re taking a look at some of the exciting new features that Dynamics 365 Version 9 has to offer. We now have the option to wrap text for field labels and values when they exceed the shown character limit. This used to be a huge pain—you either had to position the field labels on top of the values, expand the field label character limit, or shorten your field label to fully display lengthier labels. No longer! To enable text wrapping for your field labels and values, keep reading. Read more