Tag Archives: accounts

Merge Accounts / Contacts / Leads in Dynamics 365 CRM if You are Prompted for a Duplicate Record Right There!

One of the enhancements shipped as part of the 2020 Release Wave 2, is the enhanced dup detection experience. Traditionally Duplicate Detection displayed a pop-up with the option to ignore and still go ahead and save the current record, thereby creating a duplicate, or it displayed a list of all the duplicates found, and then… Read More: Merge Accounts / Contacts / Leads in Dynamics 365 CRM… »

How to Track the Next Action and Last Touch dates on Account

Quite often you need to monitor and have workflows designed based on the “Last Touch Date” or the “Next Action” date. While the former should reflect the last interaction made with the customer, the later is to keep track of the next upcoming interaction with the customer. End users often believe the Modified date reflected… Read More: How to Track the Next Action and Last Touch dates… »

How to Bulk Edit Attributes that show up Disabled on the Bulk Edit Form

We came across this really tricky situation and we would like to thank Microsoft for having a KB article (http://support.microsoft.com/kb/949941) for this. We wanted to bulk edit a few of the accounts using the Actions => Edit option. The form that comes up here displays all attributes available for the Account entity. You would however… Read More: How to Bulk Edit Attributes that show up Disabled on… »