I love learning, and helping others in the process. I often search for solutions and find an answer that is so technical I ‘think’ it might be the right answer, but it’s just over my head. Hopefully my way of explaining things can help people no matter their level of understanding.

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Recent Articles

  • In Dynamics 365 you can add custom icons in grids. It’s a great feature but you need some javascript and not everyone is comfortable with that. You can achieve something just as cool by using emojis instead! Create a new field with a data type of Option Set. Make sure you have sourced your emojis…

  • I’ve talked about using emojis in the past, by adding them to option sets. I’ve also talked about using CSS on a survey to make it look better in terms of branding. So what about using emojis in voice of the customer and changing it slightly with CSS to make it awesome? You’re in luck!…

  • I’m not the first to write about this subject, and probably won’t be the last, but it’s something not immediately obvious in the way in which the standard sales funnel charts work in Dynamics 365/CRM. The standard Sales Activity Dashboard displays the chart below, detailing Opportunity Pipeline by Sales Stage. That’s great, looks lovely, but…

  • For the majority of organisations, people work in departments. They report to a manager, and as a manager you need an easy way to see what’s going on with your team. In D365/CRM there are many ways to separate the data for reporting but two of the easiest things to use are the manager field,…

Megan V. Walker