This essay looks at Zoho vs. Dynamics 365. It is written in two parts by Gene Marks of The Marks Group. We currently serve hundreds of Microsoft Dynamics and Zoho clients and provide training, consulting and implementation services to help our clients use these products. So is Dynamics better than Zoho? Is Zoho better than Dynamics? That’s up to you to decide. Here are the pros and cons of Zoho vs. Microsoft Dynamics, based on our experience as partners.
Let’s start with Zoho. Read More
When you work in a Sandbox, you’re usually doing it to test changes, but you might notice that workflows do not run after you copy a production environment over to the sandbox. There’s a setting that actually automatically disables background processes that you’ll need to change to allow workflows to run.
This is not a new feature by any means, but I wanted to remind everyone that it’s easy to change the position of field labels on your forms in Dynamics. They can be positioned above or to the side of the field. Depending on things like field label length and the size of the section, it might make more sense to have the labels one way or another. Read More
The title of this tip is a bit of a mouthful, but this is something I learned only recently and had to share! If you’re creating a calculated field and need to reference a field within a related entity, you can actually do so with a little syntax magic. Keep reading to learn how!
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It’s not too often we get a new feature in Dynamics, so I’m excited to share this one with you this month! You may have noticed a new button on records in the last few months called “Check Access”, which gives you a summary of your access to any given record. Administrators can even check other users’ access, which is great for troubleshooting, as the “security roles” screens are a bit clunky.
In the spirit of Spring being just around the corner (or maybe that’s just wishful thinking…), I’ll show you how to tidy up your form selection screen from the solution. It’s an easy way to simplify the forms available to users and administrators in the back-end. Read More
Administrators, this one’s for you! One of the long-missing features has been returned in a recent update to the Unified Interface: viewing background (workflow) processes directly from a record. Until recently in the Unified Interface, to see background/process sessions, you needed to open the actual workflow, then navigate to the sessions from there. This was particularly annoying when troubleshooting (eg. Record X was not created after Opportunity Z closed–why?), especially when the culprit might be one of, say, three workflows. Below, I’ll show you where to find the background process table from an individual record.
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I’ve got two quick tips in this post for you all. First, Microsoft has recently updated their long-used terminology for fields and entities. Second, a few helpful shortcuts for administrators to bookmark: As Microsoft makes changes to the Office 365 portal, it’s becoming increasingly difficult and time consuming to find the Dynamics 365 Admin center through clicks alone.
There’s a new way to create and edit system views! With the new view designer, you can drag and drop columns, easily modify the column width, and actually publish your view right from the view editing window. It’s a bit tricky to find, so follow along to check it out for yourself.
Please note that system administrator or customizer privileges are required to follow along with this tip, but Microsoft will be rolling this feature out for all users (to create/edit personal views) over time.
When you create a new form in Dynamics, you are not prompted to give it a name, and the default is “New Form”. It’s easy to end up with multiple forms with the same name. Thankfully, it’s easy to change the form name–you just need to know where to look. Read More
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