Tip #1045: Missing fields on Dynamics 365 account form

If you work with a Dynamics 365 v9 environment, you may notice that Microsoft has worked hard to simplify the default account form. In the past, there were many fields that were rarely used, so simplifying the form is a great thing. But some people may argue that they may have gone too far, as […]

Tip #908: How to add a missing field to Excel template

Missing piece

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 […]