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 … Continue reading Customer Today For News Feeds In Dynamics 365

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 … Continue reading Modifying The Quick Create Menu To Add & Remove Entities

I think it’s safe to say that the most popular blog post I’ve ever written was all about emojis. Once you know how, they are so easy to incorporate in to option sets and field labels. Another way to provide visual queues and prompts to users is to use animated gifs. I’m not talking about … Continue reading Using Animated Gifs In Dynamics 365

*UPDATE – 2020/05/12* This blog was written in 2018 and was a way to get around functionality that was standard, with no way to achieve the same thing out of the box. Since then, Microsoft has introduced new functionality that allows you to change the qualify lead experience. Reviewing System Settings, then the Sales tab … Continue reading Qualifying Leads Without Creating Opportunities

I’ve written previously about updating icons on custom entities the right way, but that was just for using within Dynamics 365 CRM itself. Thanks to Antti Pajunen, fellow Dynamics CRM fan and blogger, I went down another path to find out how/why icons work when creating or editing a Unified Interface App (this is with D365 … Continue reading Displaying Icons In A Unified Interface App

How Do You Become A CRM Consultant? One of the things I have been asked quite a bit is how did I become a CRM Consultant. My degree is in Hotel and Catering Institutional Management… in fact, it’s not even a degree but something called a Higher National Diploma. It’s got NOTHING to do with … Continue reading Becoming A Microsoft Dynamics 365 CRM Consultant

When creating and sending an email from D365, the default functionality will populate the FROM sender as the user creating the email. Depending on a users role within the organisation, if they work on a team managing cases or other shared work, emails may need to all come from one email address. The users email … Continue reading Automatically Send Emails From A Queue

We all have our pet peeves, and one of mine is seeing the default icon left on a custom entity. It looks messy, and certainly adds no value to the end user. So, I always add in a nice icon that represents the new entity. By updating icons using the button at the top of … Continue reading Updating Icons The Right Way On Custom Entities

Business Process Flows (BPF) are a great way to help D365 users navigate through a process in the system. They can be used to help progress an opportunity, follow up with an account, review and manage a case etc. A BPF can also help with user adoption and speed up training for new users. In … Continue reading Removing Default Lead to Opportunity Business Process Flows