User adoption of any new system can be painful – and that’s true for Dynamics CRM too, now called Dynamics 365. However, with Learning Paths, Microsoft has taken what was once a clunky, disjointed experience and make it slap-you-in-the-face simple. What is it? Microsoft Dynamics Learning Paths – context-sensitive, role-specific pop-ups right in Dynamics 365 … Read more
Recently, we experienced this issue internally at Crestwood. When employees installed the recent, October 2017 Microsoft Outlook Security Update, it broke the Microsoft Dynamics 365 or CRM Outlook Client. Problem: After installing the recent Outlook Security Update, when you attempt to get to your CRM information via Outlook it remains blank and then you get … Read more
Dynamics 365 has some great tools to allow organizations to own and define their security levels. It all starts with business units – business units are the foundation of D365’s security structure. Out of the box, your organization has a root business unit and from here, you can add more business units if you want. Why … Read more
Searching just got a whole lot better! Microsoft has improved searching for all. Search the way you want. Here’s a closer look at the different ways to search. Quick Search Categorized Search Relevance Search Quick Search Quick search is that little box in the upper right corner of all the grids. It searches in all fields … Read more
There’s a new Dynamics 365 feature, editable grids, which allows you to edit records from views or through a sub-grid. It’s great! No more “read only” grids in CRM. This new feature can enhance productivity by reducing clicks and navigation time. Just simply go into your view, and click in the cell you want to … Read more
Why do people use keyboard shortcuts? I used to teach beginner computer classes and one thing that always confused people is the multiple ways of doing the same thing. I always had a hard time answering that question, but over the years, I’ve found myself using more and more keyboard shortcuts because they do really … Read more
There’s a great new feature added into the new designer for business rules in Dynamics CRM 2016 version 8.2 and Dynamics 365. It’s called recommendations. What are recommendations? Recommendations allow you to provide a recommendation to users on how to fill out a field. You can set certain criteria around a field and if a … Read more
This made my week! I’m a visual person and creating business rules in Dynamics CRM 2016 version 8.2 and Dynamics 365 has just become my new favorite thing. I used to dread doing this, but with the new improved business rules interface, it’s fundamentally the same thing, but now with a visually pleasing facelift. What … Read more
If you have duplicate contacts in CRM – you can merge them together into 1 contact, without losing any of the data associated with either of them. All notes, activities, and information attached to either, can now be consolidated into just 1 contact. For example, maybe the 2 duplicate contacts have different email addresses – … Read more
We’ve been waiting for this feature. It’s a customer request. Microsoft finally added a way to set up your own custom email signature in the newest version of Dynamics CRM. Yeah! Here’s step-by-step instructions: Navigate to the Options area under settings This will open up your Personal Options. Once here, navigate to the Email Signatures … Read more
The below C# pseudocode will set a “Date and Time” attribute to a provided value using the Microsoft Dynamics CRM SDK framework. This part is very straightforward and can, in fact, be simplified by performing the type casting in one line rather than parsing via multiple lines. string sSourceValue = “12/01/2016”; string sDestField = <DateTime_Attribute>; … Read more
If you use Microsoft Dynamics CRM, now referred to as Dynamics 365, and SharePoint, you will want to read this. Did you know there are quick and easy ways to attach email correspondence and other files to your SharePoint library? Here are some tips for working with the SharePoint-enabled storage accessible from CRM: Log into … Read more
I recently was helping a client who tried to upgrade to Microsoft Dynamics 2016 and had problems. I had to uninstall Microsoft Dynamics CRM 2016 and reinstall Dynamics CRM 2013 first. When doing so, I ran into an issue with the Volume Snapshot Service, also known as the Volume Shadow Copy Service (VSS). What is … Read more