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…

  • For any organisation, building and maintaining relationships with other companies is a key component of it’s success. This can be with existing customers, or for a sales or business development team it’s important to understand a company to suggest and provide the best fit services or products. One free app available in Microsoft AppSource is…

  • The plus sign at the top right of Dynamics 365 CRM provides access to ‘quick create’ records. This can make it…. well…. quick to add new records with the minimum amount of fields and get on to your next task. It’s certainly a handy way of adding records in to your database. However, if it…

  • Using the Microsoft Portal that comes with Dynamics 365 CRM just makes sense for any organisation with a customer service or support function. I see more and more companies moving away from a model where clients send emails and moving more towards a fully functioning self service portal. One aspect of the portals that can…

Megan V. Walker