Tips, tricks and ideas for non developer geeks
There are currently 477 articles on my site. You can scroll through the latest posts below, or use the search functionality to find content based on specific key words. Articles cover a range of subjects including Dynamics 365 Customer Engagement, Power Automate, Power Apps Portals, and D365 Marketing (Customer Insights - Journeys).
Most people who have used CRM for a while either as a consultant or System Administrator will be familiar with data imports. You’ve got the ability to import CSV files and create new records in your database. This is simple and easy to use, and perfect for small quantities of data. What if you have … Continue reading Getting Started With Kingsway Soft – Part One
In a previous post I talked about how to set up a user with Administrator rights to be able to access and edit a Microsoft Dynamics Portal. There are different ways a Contact can get access to a portal, which all depends on your own internal preference and policies. A Contact could register on the … Continue reading Provide Contacts With Access To A Portal Via A Workflow
So, you’ve installed a portal, nice work! Now you want to get logged in and start editing things. The easiest way is via the portal itself rather than from CRM. So how on earth can you do that? You could register, but you might as well set up a few fields on the Contact record … Continue reading Setting Up Microsoft Dynamics Portal Administrator Access
In Part One of this topic we looked at using the manager field on a User to allow for filtering of data, and adding users to teams to make it easier to share views, charts and dashboards. What if we want to use Teams for reviewing data and not just sharing things? And how about … Continue reading Using Teams & Managers To Manage Records – Part Two
In a previous blog post I wrote about how to automatically populate the shipping and billing address for an Order. This isn’t the only way, so in this post I’ll focus on the Look Up Address button that appears at the top of a Quote and an Order record. NOTE: the button also appears on … Continue reading Using the Look Up Address Button on Quotes & Orders
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! … Continue reading Using Emojis In Voice of the Customer
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 … Continue reading Understanding The Standard Sales Funnel Charts
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, … Continue reading Using Teams & Managers To Manage Records – Part One
It wasn’t that long ago that I had my first introduction to presenting for the D365/CRM User Group community and took part as a presenter in their Virtual Summer Camp. The experience was fantastic, and an event I was proud and honoured to be a part of. It’s a fantastic feeling sharing knowledge and ideas … Continue reading D365UG/CRMUG – Presentation in Manchester
One of the things that surprises me about Dynamics 365/CRM when it comes to Orders is there isn’t a fully automated process for populating the Billing & Shipping details. While the billing address is mapped when creating a Quote or an Order directly from an Account or a Contact, the shipping address isn’t. Most likely … Continue reading Automatically Populate Shipping & Billing Addresses For An Order
