Though it may have taken some getting used to, it’s hard to deny that the Dynamics 365 unified interface is a massive improvement over the classic interface. Granted, there is still lots of room for improvement, and there are still some kinks and bugs that need to be worked out, but the new experience is overall a better one. However–if you have any filtered lookup fields on your forms, you may have noticed that by default, it shows a short list of “recent records” instead of filtered records! There are two ways to fix this. Keep reading to learn more!
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I won’t lie, it’s been a few months since I’ve had to upgrade an installed solution (Project Service Automation, Field Service, etc.). Imagine my surprise when I attempted to access the old admin center, only to find that everything had moved over to the redesigned interface! In my opinion, the list of solutions is not in an intuitive place and took me some Googling to find. If you find yourself in the same place, keep reading to learn where the solution list is and how to upgrade an installed solution.
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This month’s blog posts will focus on dashboards, which tend to be an under-utilized feature in Dynamics. One great use for dashboards is to access views (or charts) from multiple entities in a single window. Let’s say your personal work flow has you working in the accounts, contacts, and leads entities most often, frequently bouncing back-and-forth. With a dashboard, you might be able to save a few clicks and put your most-frequented views from each entity on a single page. The best part is that you do not need to be an administrator to create and leverage dashboards–as long as you have the security roles required (most users do!), you should be able to follow this tip. In this example, we will pull views from the contact, lead, and account entities into a single dashboard.
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The redesigned admin center for Dynamics 365 (admin.powerplatform.microsoft.com) has reorganized many of the settings you’re used to seeing in the legacy view. In particular, your organization’s storage capacity has moved, and can now be found under the “Resources” area of the menu, and the detail pages look a bit different. Keep reading to learn more:
You may have noticed in the last few months that a new option for sorting has appeared in views in the unified interface. This may seem minor, but it’s one of those small features that really enhances usability and should have been there from the beginning! Read More
Dynamics 365 CRM has multiple standard dashboards created by the system and you can also create your own custom dashboard(s). Follow the steps below to create a custom dashboard:
Log into Dynamics 365 CRM and on the Main Screen, scroll down the left side and click on Dashboards then select New, Dynamics 365 Dashboard at the top center of the screen
Is it possible to add a group calendar to Dynamics 365? As of 2020, there is no out-of-the-box solution or workaround to add a group calendar to Dynamics, though third-party plugins/solutions can make this possible. So, instead of going through these options (a quick Google will give you a list of these solutions), I’m going to show you how to A. create a view in Dynamics that displays as a calendar, and B. add that view to Microsoft Teams. Read More
Microsoft Dynamics CRM allows for integration with a multitude of applications that your organization may use today or want to use in the future. Having your CRM, which houses your Client data, integrate with an Accounting or email Marketing application can create operational efficiency by eliminating duplicate data entry, full history of Client communications and provide a more holistic view of your Clients.
Integrating Microsoft Dynamics CRM with other applications is easy and the steps below will provide a high-level overview on how to do so.
Some of the default settings in the Microsoft Dynamics Sales interface have changed slightly and clients prefer using them the way they were traditionally used. One of the settings that’s changed is having the Address Fields populate and appear on the main screen.
Once you’ve migrated to your new CRM and you’ve deduplicated and cleansed your data, you’ll want to verify that the right Users have access have to the CRM and proper access to key components and modules within the system. An account (User Id and Password) will need to be created for each User first for them to have access to the CRM Sales app. Next to update their permissions follow these steps:
