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

Megan Hagedorn No Comments

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questions about Voice of the Customer for D365 version 9, and I was investigating when I noticed our V0C solution was outdated.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

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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.

Megan Hagedorn No Comments

Dynamics 365: Export Error Logs for Imports by using .XML or .CSV Import Files

If you’ve ever imported data into Dynamics 365 or troubleshooted an import, you’ll know that it can be incredibly frustrating to deal with high numbers of errors–especially if the import source file was an Excel file (.xls or xlsx).  You might notice that there is no option to export your errors!  If even a few dozen errors occur, it is inefficient and painful to manually match the error with the line item from the original import file.   Read more