This video is a quick tip on how to recalculate a roll up field in the new Unified Interface. https://youtu.be/ev5f-dhPJCo Hope you find this video helpful! Happy CRMing!!
Bug! Bug ! Bug ! Can’t resolve a case
Hello Readers We found a major issue with Unified Interface Business Process Flows. Don't know if it can be termed as a Bug, but had to make the title catchy 😀 Description- Following are the details: BPF Name: Phone to Case ProcessStage: ResolveField: Resolve Case (Clicking this field opens the case resolution form)Field Values: Mark... Continue Reading →
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Update a lookup from a text field (No code solution)
Hello Readers We have many times faced this scenario; of updating a lookup field from a text field. I will be showing you how to do this without writing a single line of code, with the help of MS Flows. Scenario: I have a custom entity 'geography' where I am storing all my post codes.... Continue Reading →
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3 INGREDIENTS TO TAKE YOUR PORTAL TO THE NEXT LEVEL – PART III
Read Part II Third Ingredient: Live Chat Being responsive to your customers and prospects is very important. Installing Live Assist from Café X certainly helps both your Agents and Customers. Examples: Live Chat Prerequisites: You must have the following available in your D365 instance- Live Assist Solution InstalledLicenses for Café X Live Assist Scenario: I... Continue Reading →
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3 Ingredients to take your Portal to the Next Level – Part II
Read Part 1 Second Ingredient: Charts Customers logged into the portal always expect easy Interface and better visibility of their orders and its status. Examples: Order Status Shipment Status Refund Status Ticket Status Scenario: I want to show consignments of a customer by consignment status. Prerequisites: You must have the following available in your D365... Continue Reading →
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3 Ingredients to take your Portal to the Next Level – Part I
First Ingredient: Inserting Maps Hello Readers We all have been asked a question at least in one implementation that can we show a map on Portals. Well this blog is a step by step process on how to show a map for a D365 object on portals. Examples: Store Locator Shipment Tracker Scenario: I want... Continue Reading →
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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... Continue Reading →
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USING SITE MAP DESIGNER IN DYNAMICS 365
Hello Readers, I am glad that Dynamics 365 is making things easier for people with no technical background; here’s one such useful thing 🙂 Navigate to new Site Map Designer Go to Settings>>Customisations Click on ‘Customise the System’ Navigate to Client Extensions>>Site Map Double click to open the Site Map Area, Group and Subarea This... Continue Reading →
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Making a Field Mandatory Based on Forms via JavaScript in Dynamics 365
Hello Readers! Entity Forms now come with security roles. You can select security roles and who should be allowed to see the form. This is helpful in scenarios where we have multiple forms for different departments. Let’s say we have two departments: Customer Service and Sales Customer Service deals with people, while Sales deals with... Continue Reading →
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Dynamics CRM Tips and Tricks
Hello Readers! The following Dynamics CRM tips and tricks might help you to save some time. Hide Time on Email Templates Use the following formula, assuming you want to place ‘Created on’ of Case on Email Template: ‘{!incident:createdon/@date;}’ Reduce Number of Clicks Use recently viewed ‘Views’ and ‘Records’. Use up and down arrows (top right)... Continue Reading →
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