If used effectively, dashboards can be the main place for a user to hang out in CRM. Adding lists and charts is one way to engage with information, but reports can also be included in a dashboard. There are other ways out there, but this method works with Dynamics 365 CRM. First, go to the … Continue reading Display A Report in a CRM Dashboard

Potentially one of the coolest features in Microsoft Dynamics 365 CRM is the ability to have Editable grids. Yes, those lists of records you look at each day and usually have to go in to each individual record to make changes to…. you can do this directly from the list or grid itself. It’s not … Continue reading Using Editable Grids to Manage Records

The ability to add new fields to Microsoft Dynamics CRM is part of what makes it so powerful. Anything new you want to capture, you can add fields using a variety of field types. Calculated fields are extremely powerful, allowing you create new fields with powerful conditions as needed. In this example, let’s make it … Continue reading Difference between two dates with calculated fields

Rollup fields in CRM allow you to create a rolled up summary of data from other connected records in the database. In this example, let’s create a field to show when an Opportunity was last contacted. We will select Date and Time as the Data Type, and Rollup as the Field Type. Once Rollup has … Continue reading Last Contacted with Rollup Field