Filter By Keyword: How Do You Change the Search Columns?
I know that this is a topic that new System Admins struggle to figure out… I’m going to address how to add search fields to the Filter by Keyword at the top of entity views.
Dynamics Lead Capture Forms: Cutting Through the Confusion
If you are setting up Dynamics Marketing Capture Forms for the first time and find it confusing, you are not alone. Follow the steps I have outlined below for a less confusing and frustrating experience than I had the first time I set up a Lead Capture Form.
Dynamics 365 In-App Notifications Using XRMToolBox and Flow
Since the general availability release of in-app notifications this Spring, I’ve been seeing more and more applications for this feature. However, my initial impression was that for non-developers like myself in-app notifications would require development work to implement. Not that this is a showstopper but for many organizations, either having a developer assigned to…
D365 Email Templating Gets a Big Enhancement
The enhanced experience for creating email templates is becoming generally available this month as part of the 2022 release wave 1 plan, so I thought I’d put together my thoughts on the new feature. Email templates have been a great productivity feature for many years but they’ve had significant limitations unless you were simply…
Introducing Swarms for Dynamics 365 Customer Service
We continue to see more new features in Dynamics 365 leveraging Teams integration and a new one now in preview is Swarms for Customer Service. As with any preview feature, it is not supported yet and not recommended for production use. We activated it in a sandbox to investigate it further. Swarming is a feature…
D365 Advanced Find Has Finally Arrived
While the Unified Interface update to Microsoft Dynamics 365 brought a cleaner experience for a lot ofend user functions, one of the items that has lagged behind is the experience for querying data (a/k/aAdvanced Find). Although the customizer experience in the maker portal changed quite a while ago, themethod of querying and building views at…
What’s Coming in 2022 for Dynamics 365 Sales
A Toast to Notifications. The 2022 release wave documentation has been published and my original thought was to review it and write a “Top 5” list or something along those lines. However, I’m still captured by a previously (Oct 2021) announced feature that is in pre-release and should be coming. Why am I…
More access to sales, customer service and marketing data through Microsoft Teams is here!
Dynamics 365 and Microsoft Teams working together offers powerful new ways for everyone across an organization to seamlessly exchange and capture ideas right in the flow of work. Microsoft recently announced a new collaborative app that brings together the best of Dynamics 365 and Teams. In addition, the “licensing tax” that has historically held organizations…
New Release of Dynamics 365 Sales Mobile App Brings New Features and Functionality
The Dynamics 365 release plan for 2021 promises many new upgrades and we’re excited to share some of our favorites, including the Dynamics 365 Sales mobile app. The Dynamics 365 Sales mobile app is specifically designed for core sales scenarios. Here are some highlights of this new mobile-friendly app: Meeting cards now include more Dynamics…