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.

Blog

Read the latest posts on MS Dynamics CRM, WordPress, Social Media and more.

Links

Find suggestions for other sites to check out for great content and information.

Contact

Always great to connect with others. Different ways to get in touch can be found here.

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 was recently asked if there was any way to populate the appointment location in CRM. If you are using Server-Side Synchronisation for Appointments, any created in CRM will be emailed out to the attendees, and update your calendar in Outlook. Makes sense you might want to location in there right?  So here is the…

  • There are various options for providing an automatically generated number for the next record created in D365/CRM. Version 9 has a new feature available for auto numbering, and you can create a sequence for several of the standard out of the box entities. What if you have a custom entity, aren’t on version 9, and…

  • Connections is a pretty good word to describe ‘connections’ between records. It could be a link from one Account number to another. Or it could be a link from a Doctor to their Patients. Or from a lead record to one of your competitors to indicate their current vendor. There are many reasons and purposes…

Megan V. Walker