Tag: System 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
Adding Components to Unified Interface App(s)
Now that Microsoft put an expiration date on the legacy interface I thought it would be time to write a post about how to add components to the apps that we use in the unified interface. For all of you who haven’t heard yet, as of September 2019, the legacy web client is deprecated. Customers will have to transition to the Unified Interface before October 1, 2020. In the meantime,Read More
Customize Opportunity Close Dialog Box
After the October 2019 release wave, system administrators now have the ability to customize/configure the Opportunity Close Dialog box without having to use any code or other development efforts. This is a great new feature and allows us to capture additional information when an opportunity is closed, either won or lost. In the following example I am going to add a custom ‘Other Reason’ text field that only shows (andRead More
Auto Number Fields
Dynamics 365 for Customer Engagement auto-creates unique ID’s for certain records types out of the box, for instance orders, cases, and invoices. But…Have you ever had the need to ‘auto number’ records of an entity in Dynamics 365 where the system doesn’t assign these numbers out of the box?I’ve had customers that wanted leads and opportunities to have unique id’s so that these records would be easier to find inRead More
