Tag: dynamics 365 administration
Configuration: Advanced Lookups
Last week I came across a new way to configure lookup fields in Dynamics 365 called ‘Advanced Lookup’. This is actually something that needs to be enabled first, but once it is enabled this functionality will be available for most lookup fields in Dynamics 365. Advanced lookups allows users to get more information on the records they can choose from to populate in the lookup field. For example if aRead 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
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
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
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
