Category: Configuration
Dynamics 365 – 2020 Release Wave 1 | Part 2
On January 27 of 2020 the release notes came out for Dynamics 365 and the Power Platform and on February 3rd 2020 we were able to enable these features for early access. If you haven’t read the first part one of this article where I’m discussing the Dynamics 365 Sales updates, you can do so here. In today’s article I am going to discuss the Dynamics 365 Customer Service updates.Read More
Dynamics 365 – 2020 Release Wave 1 | Part 1
On January 27 of 2020 the release notes came out for Dynamics 365 and the Power Platform and on February 3rd 2020 we were able to enable these features for early access. In the next few weeks am going to write a few articles where I’ll do an overview on the updates and new features included in this release wave. In today’s article I am going to discuss the updatesRead More
Custom Help Panes and Guided Tasks for Unified Interface Apps
Do any of you remember learning path that is available in the legacy interface in Dynamics 365? I didn’t really get to work with it, as I found it was a little clunky. For those who don’t know what this is, let me try to explain how it worked; when a user clicked on the help button in the user interface inside of Dynamics 365, a help pane opened upRead More
D365 CE: Adding icons to views
Last week I was asked if it was possible to show an icon in a view of records: they wanted me to show a male or female icon in the gender column of contacts for the prospect demo. Yes we can do this, but we do need to use a little java script for this. Keep in mind I am not a developer, so make sure you check with yourRead More
Dynamics 365 Sales: Generate PDF from Word Templates
This week I was getting ready for a presentation for the Dynamics 365 user group, and while I was making sure everything in my instance was working correctly for the demo, I noticed that some new functionality had been added to the system. Before this update we were only able to generate PDFs from the quote entity, but to my surprise I noticed we can now enable this functionality forRead More
Configure Field Service mobile colored views
Before I start working on configurations for a customer demonstration I usually do some discovery with the prospect so understand what is important to them and what are the pain points they want resolved. One of the things that comes up quite regularly is the ability for field technicians to be able to identify high priority work orders quicker. In this article I’m going to discuss how we can configureRead More
Configure warranty tracking for customer assets using calculated fields
One question I received a lot from my customers is about warranty options for customer assets. We can configure products to automatically create a customer asset at the service account once a work order product is consumed, but currently there is no option to track if that asset is under warranty or not. Armed with these requirements and the configuration options in Dynamics 365 I decided to build this functionalityRead More
Dynamics 365 Views: Reflow Behavior & Card Forms
Most of you are probably pretty familiar with entity views, which show a list of entity records on a page. In the past system administrators there weren’t a lot of configuration options for these views. Yes admins were able to add columns, configure sort options, filter data, etc. but there was no control on how this information would be presented to the end user. In the Unified Interface we haveRead More
D365 Sales: Forecast Configurations Preview
I logged into my Dynamics 365 Sales instance today and when I navigated to ‘Forecasts’ I noticed my previously configured forecasts were gone and there was a message showing in yellow stating ‘Warning: Forecast definitions have been removed an replace by Forecast configurations’. I’m not sure if you have been able to play around with forecasting yet in Dynamics 365 Sales, but if you haven’t, the forecasting feature helps predictRead More
Dynamics 365: Reference Panel
I had a conversation with one of my colleagues last week after I completed one of my customized Dynamics 365 demonstrations for a prospect. During the demo I showed the account form and something that is called “Reference Panel”. My coworker wasn’t aware of this functionality and called me after the demo to ask me about it. I figured this would be a great topic for my next article! TheRead More
