If you extract your Dynamics 365 attachments to Azure Blob, you need to plan for disaster recovery. What if something happens and your attachments are accidentally deleted? Azure Blob now supports Soft Delete. When enabled, deleted data can be retained and restored for up to 365 days.This feature is off by default. Without soft delete, […]
Tip #1150: Does your CRM pass the WIFY test?
When deploying Dynamics 365, and important question to as is What’s In it For You (WIFY). For each role — salesperson, csr, marketing, technician, what is the “why” for that user that will drive their adoption of the system. If you cannot clearly answer that question, there is a strong chance that the adoption of […]
Tip #1148: Use visual controls + calculated fields to create an in-form dashboard
Want to add some sizzle to you form configuration? Phil Dudovicz recommends using visual controls with calculated fields to create a nice looking dashboard in your Dynamics 365 Unified Interface form. The following is an example of an investor form that visually displays relevant investor data. Let’s take a closer look at how this is built: […]
Tip #1146: Exporting product list items
A reader asks: I’m sitting there trying to export pricelist items. I was thinking about getting the data as the other tables in excel and then use the import tool to import them in a cloud env. But I I’m not allowed to change the views either. Advanced find doesn’t show the Price List Items […]
Tip #1128: What role did I used to have?
Say you move a user to a different business unit, but you forget that when you change a user’s business unit, it removes all of the user’s security roles. How do you find what role the user used to have? One answer is audit history. If auditing is enabled for user entity, you will see […]
Tip #1123: Audit data reads in Dynamics 365
Whether you care about GDPR or not, the changes made to the Dynamics 365 platform to comply with GDPR have a positive impact on all Dynamics 365 users. One of those changes involves auditing. Traditionally Dynamics 365 auditing has been on the data update level–who changed a record. With the GDPR updates, a wide variety […]
Tip #1117: Category/delegate tracking in Dynamics 365
If you have been a long-time reader of CRM Tip of the Day, you know that we have had a lot to say about delegate tracking, or the lack thereof, in Dynamics 365 with server-side synchronization. That’s why we are very excited about the announcement earlier this month of the new Outlook category based tracking […]
Tip #1105: Replacing the standard country text field
Country fields in D365 are text fields. The reason they are text fields is that that’s how it works in Outlook, and since addresses for contacts in OUtlook synchronize with D365, they are text fields in D365. Many companies that use CRM have replaced the country and state fields with option sets or lookup fields; […]
Tip #1093: Link Voice of the Customer survey responses to other entities
A common request I have heard from multiple clients is can I link survey responses to records besides customer (account, contact, lead) entities? I want to survey my clients about a service call, and if I send them a survey, how do I know which case they are responding to? Sure you could do some kind […]
Tip #1090: Should I use cases for one user CSR scenarios?
For today’s tip, Sarah “Dynamics 365 Diva” Jelinek answers the question “I have one person who handles customer issues for my company–should I still use cases?” I would tend to answer with “It depends.” But in all honesty, I would say yes. Even if one person handles the customer issues, I think there is a […]