If you use Twitter you know there’s so much noise chirping away. Luckily when I was looking the other day, something stood out to me. It was a tweet from 365 Bruce, a fellow CRM enthusiast sharing that his first Dynamics 365 app, 365 Notify had been released. Always ready to check out cool new … Continue reading Using 365 Notify For Instant Notifications

Following on from Part One on Core Record Miscellaneous Privileges, this post looks at Marketing, Sales, Service and Service Management. There are just three for Marketing Configure Internet Marketing module, Use internet marketing module These are both related to marketing modules not present in Dynamics 365 and won’t make any difference to your users if it … Continue reading Miscellaneous Privileges on Security Roles – Part Two

One of the most important things on a website is often it’s blog. Having fresh new content regularly updated on your site is something the search engines love. So if you don’t have one, it’s certainly something to consider getting started with. Once you’ve got a blog, you want people to read it, so providing … Continue reading Create Blog Subscription Using ClickDimensions RSS Feed Connector

One of the most important areas for a CRM System Administrator to spend time is on Security Roles. You need to make sure users have access to the right entities, and can perform the right actions. For each entity a user can have a combination of rights to Create, Read, Write, Delete, Append, Append To, … Continue reading Miscellaneous Privileges on Security Roles – Part One

Using the Quick Find search in CRM allows you to quickly find records in your database. Using it in Dynamics 365 CRM can be even more powerful by deciding which entities to search on, which fields to search on, and what fields to display in the results. Start by going to Settings, Administration, then System … Continue reading What are you searching on? Searching across entities and their fields.

One way to help with user adoption when introducing them to Dynamics 365 CRM is to make it feel familiar to them. This can be done easily by adding your logo and colour scheme used in other marketing materials or internal documentation. In CRM, go to Settings, then Customizations, then click on Themes. You will … Continue reading Using Custom Themes to Brand CRM With Your Company Colours

Hooray! If you are using Dynamics 365 CRM version 9, you can now create a new field where users can select multiple values. This is awesome news as in the past you might have needed multiple fields to allow users to pick more than one option on an account. Now you can achieve a this … Continue reading Using A MultiSelect Option Set in Dynamics 365 CRM

A feature in Dynamics CRM which can help guide end users and provide clear direct workflows is Business Process Flows (BPF). Even if you haven’t created any custom ones, you have probably seen the process for a Lead, going through an Opportunity, Quote, Order and Invoice. Below you can see a custom BPF on an … Continue reading Searching for Business Process Flow Stages in Dynamics 365 CRM