In today’s tip, MVP Amey Holden reviews the revamped event management experience in Dynamics 365 management. From the official documentation: Use marketing forms in events: Event planners are able to use forms within the Marketing application to create forms for event registration, which enables event planners to build registration forms using a familiar drag-and-drop interface […]
Dynamics 365 2020 Wave 1 introduces new Power BI powered visualizations for analyzing your field service resource’s utilization. This dashboard does not require you to have a Power BI license. In today’s video tip, MVP’s Shawn Tabor and Scott Lefante show you the new resource utilization analytics dashboard.
Marketing data becomes much more usable in Dynamics 365 2020 Wave 1, with the ability to export the results of your customer journeys to Excel. In today’s video tip, MVP Amey Holden shows how this new feature works.
Traditionally, doing time entry in field service required customization of the application. In Wave 1 2020, time entry becomes a native feature of Field Service. In today’s video tip, MVP’s Scott Lefante and Shawn Tabor show how to configure time entry, including how to automatically record time from work orders.
Dynamics 365 2020 Wave 1 introduces a more modern work hour calendar that makes it much easier to quickly update your employees work hours for field service. In today’s video, Business Applications MVP’s Shawn Tabor and Scott Lefante demonstrate how to update work hours in the new work hour calendar.
Microsoft continues to enhance Dynamics 365 Marketing, and the 2020 Wave 1 release includes some nice enhancements to the segment builder. Watch today’s video tip from MVP Matt Wittemann to learn more.
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 […]
&tl;dr For a custom validator to work on a user profile page, the validator must have validationGroup set to “Profile“.
Today’s tip is from Shidin ‘D365fanboi’ Haridas – thank you! Got a tip of your own? Why won’t you send it to jar@crmtipoftheday.com when you have a minute? Now, over to Shidin. Most CRM implementations, at some point, would have required to implement a bespoke auto-numbering system. However, testing the custom built auto-numbering solution end-scenarios, […]
When deploying Dynamics 365, there are frequently multiple types of companies and organizations that you will be tracking in the system. Some represent customer/client organizations, some may be support and advisory organizations like accountants and legal firms, and some may be miscellaneous types of organizations, such as trade associations. How should you manage multiple categories […]
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