Today’s tip comes from Eric Regnier. You can send your tips to jar@crmtipoftheday.com. One of the small but awesome new features in 2020 Wave 1 are the modal dialogs. In many implementations, common feedback we hear from customers is around UX with too many clicks or navigation between screens. With this new feature, it enhances […]
I wish we could customize the fields that appear on the case resolution dialog Every D365 Customer Service user ever Dynamics 365 2020 Wave 1 introduces a new setting that lets you use a quick create form instead of the standard dialog for case resolution. This means that you can change the fields that appear […]
In Dynamics 365 2019 wave 2, you can now customize the opportunity close dialog. You can now turn on wave 2 at the Power Platform Admin Center. Once you have wave 2, the first thing you need to do is enable the setting on the sales tab of System Settings. Once this option is set, […]
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 […]
Hey, it’s Friday and time for another video tip. In the last week’s video we talked about how to create custom action, add parameters to it, define conditions and steps, etc. This week we continue by demonstrating how to call your custom actions from real-time workflows (or dialogs) without writing any code. Give us your […]
Mini truck stop. Straight after visiting the CRM facebook group. Ankit Shah: CRM 2013 SP1 – is there a way that we can set the dialogue fields as required? Joel Lindström: Not exactly, but you can trick it with conditional logic. Have a check condition that checks if the field is populated, and if it […]
Browsers are on a war path. First, in case you were wondering why editing emails in workflows no longer work, that’s because Chrome disabled showModalDialog, breaking bucketloads of CRM functionality relying on that. See this good summary for a comprehensive feature list and a temporary workaround. Firefox has been much sneakier than that. It kind […]
Dynamics CRM includes some system dialogs that are very useful, but cannot be customized. Some of these include close opportunity, resolve case, and others. Let’s say that you want to use the close opportunity button, but you don’t want to record revenue using the actual revenue field. Having users use the standard opportunity close dialogs […]
If you frequently modify security role and your wrist hurts because of all tiny mouse movements, there are some undocumented explicit links on the role dialog that could make your life much easier. Clicking on the entity name (e.g. Account) will cycle all privileges for this entity (i.e. Create, Read, etc) through all access levels […]
One of the more powerful things that can be done with a dialog is querying data. You can query data in CRM to populate a picklist, and my favorite use of it is to query data and then base a conditional action on the record count. Consider this scenario: You sell to businesses, you have […]
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