Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Shortcut to Add notes and attachments

You need to navigate to the Notes tab each time you need to add a note. Also the shortcut to add a quick note in CRM does not show up the note form that allows to fill in all details including subject and attachment in one go. If you want to add all information to… Read More: Shortcut to Add notes and attachments »

Product/Inventory Kits in Dynamics CRM and its utilization

Dynamics CRM provides for setting up of “Kits”. Kits are basically a group of items that are sold together always. Just like you can associate substitute items with a product, it is possible to associate all products that make up the Kit. The “Kit Products” option is only available for “Kit” type of items. While… Read More: Product/Inventory Kits in Dynamics CRM and its utilization »