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.
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
Did you know that you can filter the results on Lookup fields in Dynamics? For example, by default, a lookup to the Contact entity will show every active contact in Dynamics, but we can change that so it only displays a selection of contacts based on another field. This is an often overlooked feature that can provide a more simple user experience with just a few clicks! In the example provided below, we will filter the “Contact” lookup field on the Opportunity record so it only displays contacts related to the Account that we specify on the Opportunity.
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.