Entity lists in the Dynamics 365 portals do not have any special handling for the lookups – they just render the display names. Fair enough, after all, how is the rendering code supposed to know what page to link to? If you are comfortable with liquid in portals then the task is relatively easy. Just […]
Much digital ink has been spilled about the Common Data Service (CDS) and the vision of what it will be in the future as the glue that connects Dynamics applications and model driven apps. But what is the CDS today? The Common Data Service is a service that provides one or more databases that include […]
Dynamics 365 customer service functionality includes case management, which is used for a wide variety of purposes. Many companies use Dynamics 365 for management of incidents (cases), which can be everything from a service issue, a customer complaint, or a request. Dynamics 365 cases have rich functionality, just a few examples: Hierarchical parent/child cases Queues […]
After you enable Gamification in Dynamics 365, you will notice a new category of workflow steps available to you. These workflows may be useful to you in controlling how Gamification works (such as automatically triggering KPI rollups, disabling KPI’s, etc), and some of them may be useful for other purposes (stop all running workflows). The […]
Can I use Voice of the Customer surveys to keep client contact data up to date in CRM Yes you can, with the help of a workflow. Let’s say you send a survey to clients and want them to let you know if their address or phone number have changed. You could create a survey […]
Does Microsoft have guidance about how much sharing is too much? — CRMTOD reader I find it hard to believe we have gone 968 tips without talking about the risks of excessive sharing in Dynamics 365. Few features in CRM parallel sharing on the “this is the best thing ever/this is my worst nightmare” scale. […]
In Tip 917 we talked about what happens if you have too many business units in Dynamics 365. But what about the opposite — can you have too few business units? If you are implementing Dynamics for a single group, it is common to only use the base business unit for all users. “We don’t […]
Someone recently asked me what I thought of someone adding 1,000 + business units to Dynamics 365. I told them it was a bad idea. Here’s why: Business units are like large granite rocks–they are designed to be permanent and infrequently moved. While users can be moved between business units, it is not a trivial […]
Tipster note: I have submitted today’s post as a suggestion for the Dynamics team. Please vote for this idea here. And while you are there, submit a few of your own. Together we can make this Dynamics world a better place. In the recent “important changes coming to Dynamics 365” article, one of the deprecated items listed […]
Have you ever created an Excel Template, with all of the necessary edits, pivot tables, charts, etc. that you need to report, only to realise the first time you use it that it’s missing a vital field from CRM? Typically, this means you have to redo all the work you did originally to include the […]
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