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 Queues previously, either to use to create a case or to send emails automatically from them. This post is about creating a lead record as needed from emails coming in to a group sales mailbox. First, get your queue set up. Follow the link above for the creation of a case to…

  • If you delve in to the formats for CRM (Settings> Administration> System Settings> Formats) and review the Dates, you will see an option for a Short Date and a Long Date. This looks great, and we can decide what format to display to our users…. except not really. Only the Short Date is used in…

  • Tracking activities in CRM is easy. You can link them to different entities, create them via Outlook or your phone, and make sure your time is documented. On occasion you may find the need to add an additional type of activity, a timesheet or way to document effort spent on a case or project. This…

Megan V. Walker