Browsers to Dynamics 365 are like a set of screwdrivers to a random screw. Sometimes you need a Phillips, sometimes – flathead, and on odd occasion HP hex is required. We already covered browsers war in the past but not a day goes by without a new discovery. Consider, for example, today’s training session by […]
After you deploy Dynamics 365, you will want to monitor how well your employees are using the system. Using tools like Microsoft Dynamics 365 Organization Insights you can monitor how active your users are, but that is only part of the user adoption story. In this tip, Tabetha Sheaver explains what you should consider to […]
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 […]
Microsoft Dynamics customers and partners are eligible to access E-Learning courses. It’s a reasonably well-known fact that Microsoft Dynamics partners are entitled to access Dynamics Learning Portal (DLP). Lesser known is the one that Microsoft Dynamics Customers are entitled to access E-Learning courses through the Microsoft Imagine Academy. Perhaps there is a small confusion caused by […]
Word templates are not the most flexible templating solution for Dynamics 365 but for the simplistic scenarios it does work well, and is quite fast. Built-in templates are used to be notoriously difficult to modify. Not anymore, thanks to the Document Template Manager from Jim Novak. Now that we can modify the content itself, how about […]
Today’s tip is from Matt Beard – thank you! And, hey, you can be a guest tipster too – just send your tip to jar@crmtipoftheday.com. As a CRM developer, I regularly run through this exact process step by step when writing WebResources such as HTML or Javascript and I’m sure others do too. Write your […]
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 1006: “Remove the stuff you don’t need. Doing tickets for internal helpdesk and don’t need entitlements? Turn it off and remove it from the form.”. Easy for Joel to say. Dynamics 365 has a lot of baggage, both good and bad – let’s see what happens when I create a new Case form. We […]
In a recent MVP discussion, a question was asked about a Microsoft Flow that was not being triggered on update of a custom entity. David Yack pointed out that Microsoft Flow currently uses Change Tracking to trigger on record updates and deletions. If you find that your Flows are not flowing when changes happen in […]
In Dynamics CRM 2015 or later we have cross entity search. This allows users to search across multiple entities and displays the results on a single screen. If you don’t find the record you want, you can hit the + button. So when you are training users, should you train them to create new records […]
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