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Improve Navigation And Usability With D365 Tiles
An app that recently caught my eye in AppSource is D365 Tiles from MiiiA Pty Ltd. In a nutshell the company describes themselves as…
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Using Emojis in Option Set Fields
In Dynamics 365 you can add custom icons in grids. It’s a great feature but you need some javascript and not everyone is comfortable…
50 comments -
Miscellaneous Privileges on Security Roles – Part Three
We’ve had Part One and Part Two to help explain the Miscellaneous Privileges for Core Records, Marketing, Sales, Service and Service Management. Part Three…
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Adding Outlook Connectors To Make Your Life Easy
One of the cool things about Office 365 is the ability to access information on the go, and get to all of your apps…
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Using 365 Notify For Instant Notifications
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…
6 comments -
Miscellaneous Privileges on Security Roles – Part Two
Following on from Part One on Core Record Miscellaneous Privileges, this post looks at Marketing, Sales, Service and Service Management. There are just three…
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Miscellaneous Privileges on Security Roles – Part One
One of the most important areas for a CRM System Administrator to spend time is on Security Roles. You need to make sure users…
2 comments -
What are you searching on? Searching across entities and their fields.
Using the Quick Find search in CRM allows you to quickly find records in your database. Using it in Dynamics 365 CRM can be…
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Using Custom Themes to Brand CRM With Your Company Colours
One way to help with user adoption when introducing them to Dynamics 365 CRM is to make it feel familiar to them. This can…
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Using A MultiSelect Option Set in Dynamics 365 CRM
Hooray! If you are using Dynamics 365 CRM version 9, you can now create a new field where users can select multiple values. This…
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Searching for Business Process Flow Stages 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…
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Displaying Comments Only In Microsoft Portals
Microsoft acquired ADXStudio back in 2015, and although it’s mostly the same functionality, Microsoft Portals does have a few elements that are new. Unfortunately…
8 comments
