Hi Guys This is a quick tip on how to navigate to next or previous records in Unified interface. Watch the video 🙂 here https://youtu.be/oWJNG75vnkk Hope it helps! Happy CRMing!!
Recalculate a rollup field in Unified Interface
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!!
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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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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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Field Service- Tips & Tricks
Hello Readers This blog of mine, will certainly take few of your confusions away, on Field Service. I have tried to keep it simple, but you can ask questions to me any time J Change Colour of Statuses on Schedule Board Many a times, you have this requirement to match the colours with your organization’s... Continue Reading →
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Deal with Dynamics CRM Online Like a Pro
Hello Readers, In this blog, I have tried to include useful tips for MS CRM Online. Most of the times, we are not aware of them and we end up raising a ticket to Microsoft. You can download the tool here: https://orgdborgsettings.codeplex.com/ It is on codeplex and is supported by Microsoft. Tested Version: MS CRM... Continue Reading →
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All you need to know about Dynamics 365 (Useful URLs/Weblinks)
Microsoft has recently (1st Nov 2016) announced the availability of Dynamics 365. This is a huge step and exciting too. With the launch of Dynamics 365 all CRM & ERP related apps (on cloud) will be accessible from one portal. In this blog, I will be taking you through all you need to know about... Continue Reading →
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Auto-Numbering through Real Time workflows (No customization, No Add-on)
Dear Readers, Generating a number automatically within CRM is one of those requirement which is been asked , almost by all client/project. We all know that auto-numbering is available out of the box for entities like case, contracts, quote, order, invoice, articles & campaigns. But usually we have two situations: Auto-numbering for entities like account,... Continue Reading →
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Adding fields to Quick Find Search/Global Search/Universal Search Result in MS CRM 2015
Hello Readers With the Release of CRM 2015, one of the most exciting feature is Quick Find Search/Global Search/Universal Search. There are many blogs already existing to explore this functionality. How to Search: http://blogs.msdn.com/b/mvpawardprogram/archive/2015/01/12/new-microsoft-dynamics-crm-2015-multi-entity-search.aspx Setting Up & Configuration: http://blog.sonomapartners.com/2014/09/dynamics-crm-2015-first-look-multi-entity-search.html Tablet & Outlook client: http://www.cargas.com/microsoft-crm-2015-universal-search-advanced-find-improvements/ What I am going to tell you today is, how to change... Continue Reading →
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Useful Downloads for MS CRM 2015- Get it here
Hello Readers, This is a quick one, in order to help you with MS CRM 2015 related downloads, so need not to go at different places/websites; all you want is here: MS CRM 2015 Server: https://www.microsoft.com/en-us/download/details.aspx?id=45012 MS CRM 2015 Report Authoring Extension with support for SQL server data tools: http://www.microsoft.com/en-us/download/details.aspx?id=45013 MS CRM 2015 Outlook Client... Continue Reading →
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