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

Project Service Automation- Form Load Issues

Hello Readers ------Quick One---- As we all know, Project Service Automation module is one of the best add on for MS CRM, for any IT/ITES or Project based organization, in order to deal with Project Contract and Quotations etc. However, with the launch of Dynamics 365, there are some issues currently going on with it. … Continue reading Project Service Automation- Form Load Issues

Deal with Dynamics CRM Online Like a Pro

Hello Readers, In this blog, I have tried to include useful tips for MS CRM Online. Most of the times, we are not aware of them and we end up raising a ticket to Microsoft. You can download the tool here: https://orgdborgsettings.codeplex.com/ It is on codeplex and is supported by Microsoft. Tested Version: MS CRM … Continue reading Deal with Dynamics CRM Online Like a Pro

Business Process Flows in Dynamics 365-Part II

This is in continuation of the topic ‘Business Process Flows in Dynamics 365-Part I’ Now let’s see, how does Business Process Flows looks on CRM forms: Colours have changed 🙂 I am in the second stage and have selected ‘Project type’ equals “Implementation” I am in the second stage and have selected ‘Project type’ equals … Continue reading Business Process Flows in Dynamics 365-Part II

Business Process Flows in Dynamics 365-Part I

Business Process Flows have been an integral part of Dynamics CRM since version 2013. We should use Business Process Flows, if we want Users to follow same set of activities while executing a sales or service process (or may be a defined type of sales or service) while interacting with clients. What’s new?? Designer Trigger … Continue reading Business Process Flows in Dynamics 365-Part I