Small but useful features Dynamics 365 V9

Multiselect Option Set

You can read about it here: http://dynamicscrmcoe.com/dynamics-365-v9-multi-select-option-set/

But how to import data with multiselect option set is a question and below is the answer:

Taking example of contacts with preferred car, following is a table on how to do it:

Correct format

Sample first Name Sample Last Name Email Mobile Preferred Car
Joe H Joe.h@sample.com +61 467891234 Honda; BMW; Toyota
Andrew Ly Andrew.ly@sample.com +61 467891235 Audi; BMW; Tesla

So, the key is to separate the values by a “;” + space

Incorrect format

Sample first Name Sample Last Name Email Mobile Preferred Car
Joe H Joe.h@sample.com +61 467891234 Honda, BMW;Toyota
Andrew Ly Andrew.ly@sample.com +61 467891235 Audi BMW Tesla

Text Wrap

This is a good one, as now the fields with big labels can be displayed in full J

Currently if we have long text labels, we can’t see the whole text and we must hover as shown below:

1

But if we enable the text wrap settings then we can see the whole text here, as shown below:

2

How to enable the settings? Go to Settings>>Administration>>System Settings>>General Tab>>First Option>>select Yes and click OK

3

Inactivity Timeout

You can now set inactivity timeout for a session along with a warning.

Go to settings>>Administration>>System Settings>>General Tab>>Scroll down>>enter your duration and click OK (as shown in the screenshot below)


4

Hope you find this helpful.

Happy CRMing !

2 thoughts on “Small but useful features Dynamics 365 V9”

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