Tip #1041: Make Dynamics 365 data import less rigid

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 […]

Tip #1035: HTML codes in Voice of the Customer

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 […]

Tip #1029: Get notifications about Dynamics 365 service issues

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 […]

Tip #1028: Prevent duplicate contacts the Viking way

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 […]

Tip #1024: Make an entity regarding available from Outlook App

If you use the Dynamics 365 App for Outlook (the new Outlook interface), when you set regarding, you may notice that not all of your entities are available. Yet there is no “Outlook” checkbox on the entity. How do determine which entities are available to be selected as regarding objects for email from the D365 […]

Tip #1020: Dynamics 365 mobile offline limitations

The following functionality does not work offline: Workflows Plug-ins Cross-entity business process flows Entity-level business rules Limitation for mobile offline JavaScript client SDK for Create Record and Update Record The client SDK can’t be used to create or update intersect entity records; offline disabled entity records; or activity party entities records. No upfront validation of […]

Tip #1018: Automatically create Dynamics 365 records from Social Engagement

This tip comes from Amy Pritts. Send your tips to jar@crmtipoftheday.com. One of the really cool features of Microsoft Social Engagement is the ability to automatically create records in CRM from social posts. However, you should be aware that there are several steps to make this work. To automatically create D365 records from MSE posts, […]