Connections is a pretty good word to describe ‘connections’ between records. It could be a link from one Account number to another. Or it could be a link from a Doctor to their Patients. Or from a lead record to one of your competitors to indicate their current vendor. There are many reasons and purposes … Continue reading Using, Importing And Viewing Connections

I’ve talked about using Queues previously, either to use to create a case or to send emails automatically from them. This post is about creating a lead record as needed from emails coming in to a group sales mailbox. First, get your queue set up. Follow the link above for the creation of a case to … Continue reading Creating Leads Using An Email Queue

If you delve in to the formats for CRM (Settings> Administration> System Settings> Formats) and review the Dates, you will see an option for a Short Date and a Long Date. This looks great, and we can decide what format to display to our users…. except not really. Only the Short Date is used in … Continue reading Displaying The Long Date Format For Date Fields

Tracking activities in CRM is easy. You can link them to different entities, create them via Outlook or your phone, and make sure your time is documented. On occasion you may find the need to add an additional type of activity, a timesheet or way to document effort spent on a case or project. This … Continue reading Creating A New Type Of Activity

If an email is sent to a specific address, such as support@meganvwalker.com, a Queue in CRM can be used in conjunction with a record creation rule to create a new case (find out more here). This is a huge time saver and a great way to automate your system for your customer services team. However, … Continue reading Removing HTML From Email Description – Record Creation Rules

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