-
Microsoft Dynamics CRM and Customer Retention
John Eccles, 06 October 2017
Depending on which study you believe, and what industry you’re in, acquiring a new customer is anywhere from five to 25 times more expensive than retaining an existing one. Not my words. I’m quoting Amy Gallo from Harvard Busines Review, October 29, 2014. As we already knew, keeping customers
Read the full article here -
How to Create App Modules Using App Designer in Dynamics 365
Satyvir Jasra, 06 October 2017
Microsoft Dynamics 365 comes with a new feature called App Designer. It allows us build our own task based applications by defining a subset of overall solution components to create an App Module. This enables the users to focus only on the components necessary to perform their tasks. An App Module
Read the full article here -
How to Use the Facebook Lead Ad Testing to Dynamics 365 with Zapier
Miguel Nepomuceno, 05 October 2017
This blog post is a continuation of using Zapier to connect Facebook Lead Ads to Microsoft Dynamics 365. Zapier is a service that integrates and automates task between apps like Facebook and Microsoft Dynamics 365. This blog is about using a handy tool to test our Zaps called the Facebook Lead Ad Te
Read the full article here -
Microsoft Dynamics 365 July 2017 Update - Introduction to Multi-Select Option Set Fields
Miguel Nepomuceno, 05 October 2017
The new Microsoft Dynamics 365 July 2017 Update introduces multiple features and UI enhancements, including the highly requested multi-select option set field. It provides the user a pick-list of options, with the ability to select multiple option set values which you could not do with an option set
Read the full article here -
How to Setup Tooltips and Icons in Microsoft Dynamics 365 Custom Views
Satyvir Jasra, 04 October 2017
A user’s analysis becomes simple when a set of data is being visualized. Microsoft Dynamics 365 has added a new feature that allows us to add custom icons along with tooltips by customizing entity views. To accomplish this, we must add JavaScript and images as web resources. In this blog, I’ll walk
Read the full article here -
How to Filter FetchXML Using Aliased Values in Microsoft Dynamics 365
Zoe Sands, 04 October 2017
We’ve all been using the Dynamics 365/CRM query builder to generate Fetch XML queries and wished that we could filter across entities in Dynamics 365. Turns out you can! Granted you can’t do it in the UI but you can using Fetch XML. This is useful for places like reports and custom JavaScript. Here’
Read the full article here -
Introduction to Dynamics 365 App for Outlook
Jordan Hohepa, 03 October 2017
The “Microsoft Dynamics 365 App for Outlook” is a lightweight alternative to the “Dynamics 365/CRM for Outlook Client”. This app does not require a separate installation like the Outlook Client, but can instead be added from your Dynamics 365 environment. The screenshot above can be reached via ‘App
Read the full article here -
How to Hide Command Buttons in the Mobile Client for Microsoft Dynamics 365
Satyvir Jasra, 03 October 2017
In Microsoft Dynamics 365, we have the ability to add custom buttons in a command bar. Most of the time we also make those buttons available on Dynamics 365 Mobile clients. However, the mobile client has some limitations and not all functionalities are available that are on web client. Therefore, so
Read the full article here -
How to Scan Barcode Labels in Microsoft Dynamics 365
Satyvir Jasra, 02 October 2017
Microsoft Dynamics 365 comes with a range of new functionalities that focuses on mobility. One of those functionalities is the “Barcode Scanner” control for form fields. It allows the users to scan a barcode and then store the values in a “Single Line of Text” field using their phones and tablets. I
Read the full article here -
How to Add Signatures Using Pen Control in Microsoft Dynamics 365
Satyvir Jasra, 01 October 2017
Microsoft Dynamics 365 comes with a feature called “Pen Control”, which allows the users to directly draw and add a signature using the Microsoft Dynamics 365 Mobile App. It is a control that can be added to a “Multiple Lines of Text” field. In this blog, I will walk through the steps to setup this
Read the full article here -
How to Set the Full Name Mapping from Facebook Lead Ads to Dynamics 365 using Zapier
Miguel Nepomuceno, 01 October 2017
Zapier is a service that allows for integrations and task automations across multiple web applications. In my previous blog posts, I went over setting up the Facebook Lead Ad Trigger and the Microsoft Dynamics 365 Action in your Zaps as well as some of the common errors to watch out for. This blog p
Read the full article here -
How to Check if User Running the Plugin Has Correct Security Role in Dynamics 365
Dominic Jarvis, 30 September 2017
In certain situations, you may want to check if a user has a security role before proceeding with logic for Dynamics 365. This may be because you only want to have users with certain security roles perform these actions, or want to change the logic of the plugin slightly depending on the security r
Read the full article here -
How to Connect to Facebook Lead Ads with Microsoft Dynamics 365 using Zapier
Miguel Nepomuceno, 29 September 2017
Zapier is a web-based service that allows end users to integrate multiple web applications. By establishing connections called Zaps, users can connect various applications, as well as automate various tasks across 750+ apps. It draws in comparison to Microsoft Flow – another workflow automation tool
Read the full article here -
Introduction to Editable Grids in Dynamics 365
Adam Murchison, 29 September 2017
Definition of an Editable Grid An editable grid is data entry fields that are displayed in a view of a specified entity in Dynamics 365. This allows the user to efficiently input data into a field without having to go into the form, it is all done within a view. This is an extremely efficient and e
Read the full article here -
How to Update Dynamics 365 Records Externally Using Excel
Dominic Jarvis, 28 September 2017
When needing to update large amounts of records, you may find it easier to update these records in an external file with Excel, rather than edit them all individually in Dynamics 365. If you want to do this, here are some things to keep in mind. Export Using Advanced Find It’s a good idea to export
Read the full article here
Filter by Category
Filter by Author
Adam Murchison
Alfwyn Jordan
Arthur Mandisodza
Calum Jacobs
Colin Maitland
David Mochrie
Dominic Liu
Gayan Perera
Harshani Perera
Isaac Stephens
Jaime Smith
Jared Johnson
John Barrencechea
John Eccles
Lauren Withers
Paul Nieuwelaar
Roshan Mehta
Roz Millar
Ryan Blaikie
Ryan Ingram
Sarah Coleman
Sean Roque
Shalane Williams
