How can I do recurring tasks in Dynamics 365? While Dynamics 365 does not include an official “recurring” task like it does with appointments, it can still be done. Here is one approach to creating a weekly recurring task: Create an entity called “Task Schedule.” Include the relevant fields like owner/assigned to, next scheduled, subject, […]
So you want to use SharePoint integration with Dynamics 365 Online, do you need to buy a SharePoint license for your users? The answer is probably not. Many Dynamics 365 license types include SharePoint plan 2 licenses. So what does this get you? It includes everything needed for SharePoint document integration with Dynamics 365, but […]
If you have recently searched for documentation for Dynamics 365, you have probably discovered that the documentation is consolidating in https://docs.microsoft.com/en-us/dynamics365/. So if you click “Enterprise Edition Applications,” you can find the user guide, customization guide, and administrator guide for Sales, Customer Service, Field Service, etc. But what if you yearn for the old days and […]
A question from a reader at a financial services firm: I need to know how many days until my client reaches 65 years old. How can I do this with minimal configuration? This type of calculation can be done using standard calculated fields in Dynamics 365. First, you will need to have a field that […]
If you work with a Dynamics 365 v9 environment, you may notice that Microsoft has worked hard to simplify the default account form. In the past, there were many fields that were rarely used, so simplifying the form is a great thing. But some people may argue that they may have gone too far, as […]
Kevin Altman emailed jar@crmtipoftheday.com with the following question about data import in Dynamics 365: Users want to perform updates to existing data in CRM but the export for update/re-import process is too rigid as data often changes between the export and re-import, blocking the import (I guess CRM forces you to have no changes to […]
Today’s tip comes from Jeff Weresch. Got a tip? Send it to jar@crmtipoftheday.com. Want to have more control over the formatting or spacing of your questions in Dynamics 365 Voice of the Customer? You can use html codes to control how the text will be rendered. For example, we want “Highly Dissatisfied” to appear over […]
If you use Dynamics 365 online, and you want to be notified about any service degredation or online service issues, install the Office 365 Admin mobile app (available for iOSand Android). Once you install the app (if notifications for the app are turned on), if there is a service notification for Dynamics 365 (or other […]
Marius “CRM Viking” Pedersen gave us a great tip about how to prevent duplicate contacts from being created in Dynamics 365: I set emailaddress as alternate key on contact once. That actually worked very well to prevent duplicate contacts from being created. It also required that all contacts must have an email address. You have […]
Recently at the Extreme 365 conference someone asked the expert panel about tracking of email. Specifically, how to make the new app for Outlook automatically track all email like you can with the legacy Outlook Client. My first response was that it absolutely could still do that. In the Outlook client, you can set a […]
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