Tag: Configuration
Customizing the side pane in the Deal Manager Workspace
The Deal Manager Workspace is a feature that was introduced to us in 2021 Wave 1, and is currently in public preview. The Deal Manager Workspace is a work space that sales users can access from within the Sales Hub app in Dynamics 365 Sales. If you want to learn more about the Deal Manager Workspace then take a look at this article that I wrote on the topic. ThereRead 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
Anatomy of the D365 Outlook App Panel
Ever since Microsoft came out with the Outlook app for Dynamics 365 I’ve had several folks ask me how to configure the panel that opens up when you click on the Dynamics 365 button in Outlook. If you haven’t noticed yet, this form is not one standard form that lives in Dynamics 365. There are actually three forms that make up the panel that you see when clicking the buttonRead More
Nested Grids in Dynamics 365
I came across this little gem when I was playing around with subgrids in Dynamics 365. We all know we can use subgrids to show related records on a form. For example contact related to an account or opportunities related to an account. In my Dynamics 365 instance, I put the out of the box contact field (parentcontactid) on the opportunity record so users can see the individual at theRead More
