Introduction: Prior to Dynamics 365 v9, there was no provision to use multi-select option set field. The latest release now allows users to use the multi-select option set field. In this blog, we will see how data import works for multi-select option set field. Importing data with multi-select Option Set field in Dynamics 365 v9:… Read More: Import data with multi-select option set values in Dynamics 365… »
Introduction: ‘Add Subcomponents’ and ‘Remove Component’ buttons are one of the important features introduced in Microsoft Dynamics CRM 2016. This feature allows the users to select the components they want to have in their solution. In this blog, we will discuss why you are unable to see the ‘Add Subcomponent’ and the ‘Remove Component’ buttons… Read More: Unable to see the ‘Add Subcomponents’ and ‘Remove Component’ buttons… »
Introduction: The latest version Dynamics 365 v9 has brought many exciting features, especially in the UI section. One of the interesting features added with Dynamics 365 v9 is displaying the full text in the label. In the previous versions, displaying full text on labels was always an issue. However, the new version of Dynamics 365… Read More: Displaying Full text in labels in Dynamics 365 v9 »
Introduction: Since the introduction of Voice of the Customer surveys in Dynamics CRM 2016, it has enabled organizations to offer feedback surveys to customers and gain insights about their products and services directly from customers. Note: To open Voice of the Customer survey link in a specific language using translations, refer this article. Changing default language… Read More: Change default language name in drop-down using translations in VOC… »
With over 4.3 million businesses using QuickBooks, it is one of the leading and a preferred accounting application for SMBs. Also, according to a study conducted by Forrester polling 2,000 employees that were using Microsoft Dynamics CRM found that ROI, when a system is properly integrated, can exceed a whopping 245%. Businesses also prefer Dynamics… Read More: Integrate QuickBooks & Dynamics CRM to Streamline Your Business Processes »
Introduction: Recently we had a business requirement to send VOC surveys that needed to be sent from the users having Sales Person role. We had placed a button on the opportunity form as shown in the screenshot below; On the click of this button, we are creating an email with the link to the survey… Read More: Unable to create VOC Surveys in Dynamics 365 »
We were at the CRMUG Summit Nashville last week as a proud Gold Sponsor, and it was an amazing experience! This year’s Summit was even bigger and better than before; This year’s Expo Hall was the largest in Summit history! With over 1,000 Pre-Conference Academy registrations and 100+ Pre-Conference Academy Training Classes, it was a… Read More: Thank You for interacting with us at D365UG/CRMUG Summit Nashville! »
Introduction: We can easily configure CRM entity form in Dynamics 365 Portal by creating an Entity Form. However, by using Entity Forms, we can only edit or create the fields on the Portal, we cannot add/edit records in the Sub Grid. To add/edit both the fields and the Sub Grids that are present on the… Read More: Configure Sub Grid from CRM forms in Dynamics 365 Portal »
Introduction: Microsoft Dynamics 365 allows the user to customize the formatting of Number, Currency, Date and Time datatype fields that are used on Entity Forms (For example, Annual Revenue field on the Account entity form). Formatting the Number and Currency datatype fields: The user can format the datatype fields by simply navigating to Settings >… Read More: Reading ‘Set Personal Options’ user settings and applying it on… »
Introduction: Pre-filtering is one of the most important and useful features of reports in Microsoft Dynamics CRM. Pre-filtering allows filtering of the report data using the Advance Find functionality and enables users to create context-sensitive reports and return more relevant data. Pre-filtering passes the set of selected record or a specific record (such as Quote)… Read More: Working with Report Pre-Filtering for related entities using Fetch XML »