When deploying Dynamics 365, there are frequently multiple types of companies and organizations that you will be tracking in the system. Some represent customer/client organizations, some may be support and advisory organizations like accountants and legal firms, and some may be miscellaneous types of organizations, such as trade associations. How should you manage multiple categories […]
Today’s tip is from marketing superstar Allison Fierce. Got any tips? Send them to jar@crmtipoftheday.com. Are you trying to reference a custom lookup field on your contact record when building Segments in D365 for Marketing? Are you not getting any members? It might be because of you haven’t enabled the entity for segments. Enabling an […]
In the world of the email router, incoming and outgoing profiles were separate, so one user or queue could have separate email servers. Let’s say you wanted incoming email to come from exchange, but you wanted to send outgoing email via SMTP, you could do it. With the deprecation of the email router, the only […]
The very first tip of the day I wrote was Tip 2: Use a Base Security Role. The point of this tip is don’t jam every permission needed by each group into each role–use a common role that includes the minimal permissions needed to log into the application for all users, then create smaller roles […]
If you want to quickly find multiple records in advanced find, you can type in semicolon-separated text values into your filter. This can be a huge time saver, as you can copy/paste the string in, and assuming they are legitimate records, each value will resolve. This is also helpful for testing a set of records […]
If you use automatic record creation and update rules in Dynamics 365/CDS to create cases automatically from emails, you should know the default behavior is to set the Customer field on the case to the parent company of the email sender and set the contact field to the email sender. This is great for many […]
In customer service deployments, you can wind up with a bunch of different business processes. Sometimes these processes can conflict. For example: Workflows and flows to route cases created through the user interface Routing rules to automatically route cases created by workflows and auto create rules Auto record creation rules to create cases from emails […]
In Dynamics 365 2019 wave 2, you can now customize the opportunity close dialog. You can now turn on wave 2 at the Power Platform Admin Center. Once you have wave 2, the first thing you need to do is enable the setting on the sales tab of System Settings. Once this option is set, […]
Today’s tip is straight from Microsoft’s own Ben Vollmer. Have a tip? Send it to jar@crmtipoftheday.com. Right before you go live in a production environment, some partners reset an instance and then layer their solutions on top of the newly created instance. And the version numbers of solutions as well as the actual solutions installed […]
From the short and sweet department: If you have SLA’s in your solution and the SLA’s exist in the target environment to which you are importing your solution, the SLA’s will be deactivated after you import the solution. If you activate SLA’s via the user interface, your only option is to activate them one at […]
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