*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

I couldn’t figure out a good title for this one, so let me explain what I mean. Let’s say you have an entity with a lookup field to link it to another entity. I’ll use the example of an Event record. Someone wants to register for the event, so you create an Even Registration record. … Continue reading Update The Status Of Unlinked Records Using Workflows

I’m always impressed by anyone who can write their own app, and Daniel Hesketh and his team at MiiiA Pty Ltd have gone one better. Not only have they created D365 Tiles (which I blogged about here), but they have also created the equally awesome D365 Checklists (which you can find in AppSource here). Actually, that’s not … Continue reading Tracking Your Company Event Planning Using D365 Checklists

What is Yammer you might be asking? It’s essentially a social network for your organisation. Yammer only allows users to connect if they have an email address with your companies domain (although you can grant access to others should you wish). If you’re a Microsoft Enterprise Agreement customer, you can activate Yammer Enterprise for free. … Continue reading Bringing People Together With Yammer & D365

This is the final instalment of the Security Role Miscellaneous Privileges series. Part Four covers the Customisation tab (which could almost do with it’s own blog post… but maybe for another day ????). You can find the previous posts here: Part One, Part Two & Part Three. Miscellaneous Privileges Activate Business Process Flows A security … Continue reading Miscellaneous Privileges on Security Roles – Part Four