Small but useful features Dynamics 365 V9

Multiselect Option Set You can read about it here: http://dynamicscrmcoe.com/dynamics-365-v9-multi-select-option-set/ But how to import data with multiselect option set is a question and below is the answer: Taking example of contacts with preferred car, following is a table on how to do it: Correct format Sample first Name Sample Last Name Email Mobile Preferred Car … Continue reading Small but useful features Dynamics 365 V9

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USING SITE MAP DESIGNER IN DYNAMICS 365

Hello Readers, I am glad that Dynamics 365 is making things easier for people with no technical background; here’s one such useful thing 🙂 Navigate to new Site Map Designer Go to Settings>>Customisations Click on ‘Customise the System’ Navigate to Client Extensions>>Site Map Double click to open the Site Map Area, Group and Subarea This … Continue reading USING SITE MAP DESIGNER IN DYNAMICS 365

Making a Field Mandatory Based on Forms via JavaScript in Dynamics 365

Hello Readers! Entity Forms now come with security roles. You can select security roles and who should be allowed to see the form. This is helpful in scenarios where we have multiple forms for different departments. Let’s say we have two departments: Customer Service and Sales Customer Service deals with people, while Sales deals with … Continue reading Making a Field Mandatory Based on Forms via JavaScript in Dynamics 365

Dynamics CRM Tips and Tricks

Hello Readers! The following Dynamics CRM tips and tricks might help you to save some time. Hide Time on Email Templates Use the following formula, assuming you want to place ‘Created on’ of Case on Email Template: ‘{!incident:createdon/@date;}’ Reduce Number of Clicks Use recently viewed ‘Views’ and ‘Records’.   Use up and down arrows (top … Continue reading Dynamics CRM Tips and Tricks

Interactive Service Hub- No Results When Searching KB/Articles

Hello Readers With the launch of Dynamics 365, there seems to be a problem with ISH List and Global Search. When you try to search a Knowledge Article by Keyword or Title or any other field; you get ‘No Results Found’. This is what you see: Why is this happening? Apparently, Microsoft Product Team forgot … Continue reading Interactive Service Hub- No Results When Searching KB/Articles

Field Service- Tips & Tricks

Hello Readers This blog of mine, will certainly take few of your confusions away, on Field Service. I have tried to keep it simple, but you can ask questions to me any time J Change Colour of Statuses on Schedule Board Many a times, you have this requirement to match the colours with your organization’s … Continue reading Field Service- Tips & Tricks

Query Builder Error on Case Form

Hello Readers ---Quick One--- With the launch of Dynamics 365, there seems to be a problem with case form. This issue comes up when you: Install Field Service and try to link cases & work orders or You change something in the Case Business Process Flow There can be other's as well, but I have … Continue reading Query Builder Error on Case Form