The Top 10 Microsoft Dynamics 365 Tips of 2020

The Top 10 Microsoft Dynamics 365 Tips of 2020

2020 is almost wrapped up, and despite how long the year might’ve felt at times, there’s still a lot of hope behind and more ahead. We always believe the glass is half full, whether it be in regard to business and technology innovations or life itself.

When it comes to Microsoft Dynamics 365, of course, we hope to bring you even more valuable tips, insights, and how-tos in 2021.

Each year, we analyze our Google Analytics dashboards to determine our Top 10 Lists based on the number of pageviews each post receives. Content may have been published in 2020 or earlier, but all pageviews considered are from 2020.

After analyzing this data, we’ve determined that this is the Microsoft Dynamics 365 content that you enjoyed most from us in 2020.

Click on each of the posts below to revisit all of the insight our team shared with you this past year.

10. How to Share a Personal View in Microsoft Dynamics 365/CRM

One of the many fantastic features available to users (and one of the most often used) in Microsoft Dynamics 365/CRM is the ability to create saved, personal views.  These views are created with an advanced find to see a filtered list of records.

While your System Administrator does their best to create a set of system views, (available to all users), they simply cannot predict all the views that each viewer will want to see.

Personal Views are a great way for users to get a quick, simple custom view of a specific list of records and retain that view for future reference.

[Read on]

9. Changing Ownership Records in Dynamics CRM Made Easy

The best way to be the most effective with Microsoft Dynamics CRM is to be efficient with your CRM use.

Knowing CRM inside and out means we also know best practices, tips, and tricks to make you a real CRM pro.

Today we are going to talk about:

Changing ownership for accounts, contacts, and all other records belonging to a CRM user.

Ownership for each account and contact in CRM is always assigned to a specific CRM user. There are many reasons and advantages to doing this. Among them are assigning sales and marketing tasks and responsibilities to an individual salesperson, securing sensitive data, and sales pipeline reporting.

[Read on]

8. How to Get Your Microsoft Dynamics 365/CRM Users to Go Directly to the Unified Interface

Are you struggling to get your Microsoft Dynamics 365/CRM users to go directly to the Unified Interface? You’re not the first organization to run into this, and you won’t be the last, but there is a way to address this proactively.

If your goal is to avoid users going directly to the standard browser default and to the Unified Interface, this is a must-read.

As an admin, you are able to make a separate URL to set this up, and then have CRM Users follow the link you create so that their software experience is consistent throughout devices.

[Read on]

7. How to Set Up a Global Search in Microsoft Dynamics 365

One of the most useful features In Dynamics is the Global Search function.

With Global Search, users are able to query across multiple entities at the same time. By entering search criteria, users can quickly see where relevant information in CRM may be found.

Here is an example of a search and the results looking at Microsoft Dynamics 365/CRM:

Global Search can be configured to include the entities that best fit your business’s needs. It is just about as easy to set it up as it is to use.

[Read on]

6. What is a 1:N Relationship in Microsoft Dynamics 365/CRM?

There are three different types of relationships within Microsoft Dynamics 365/CRM: 1-to-many (1:N) relationships, many-to-1 (N:1) relationships, and many-to-many (N:N) relationships.

1-to-many, or 1:N relationships, are used when you are creating a relationship between two entities where there are multiple records from one entity associated with a single record from another entity.

In layman’s terms, this means when you have a parent (or primary) entity and many related (or child) entities.

[Read on]

5. How to Create and Run On-Demand Microsoft Dynamics 365 Workflows

Do you ever wish you could have a one-off workflow that you can control when it runs instead of having to set up a workflow with a trigger?

Using on-demand workflows in Microsoft Dynamics 365 will allow you to run processes and/or update data without relying on a workflow trigger. This can also be run independently of other processes.

Follow these steps to create and run on-demand workflows in Microsoft Dynamics 365.

[Read on]

4. How to Use Custom Controls in Microsoft Dynamics 365 to Add Visualizations to a Field

Much to the excitement of Microsoft Dynamics 365 users, Microsoft Dynamics 365 for Customer Engagement Version 9.0 has introduced Custom Controls to allow users to add visualizations to their fields.

This enhancement transforms traditionally text-based fields to be more visually appealing.

Now, Custom Controls can be used to transform forms, views, and datasets.  These Custom Controls can be utilized to simplify the User Experience and provide time-saving capabilities and features.

[Read on]

3. How to Share a View in Microsoft Dynamics 365

Often times, we find a need to create advanced find views so you can narrow down leads, accounts, or contacts in Dynamics 365 by the criteria you want to see.

Once you create that view you may be working with others on a project or have a manager that needs to see that same view. You can share it with other users in CRM and it will show up in their views as well.

[Read on]

2. 7 Workflow Triggers in Microsoft Dynamics 365/CRM You Should Know

Have you ever wondered, what Workflow Triggers in Microsoft Dynamics 365/CRM should you be aware of? Or, what triggers your Workflows in Microsoft Dynamics 365/CRM, or what causes them to actually run?

We’ve narrowed down the 7 Most Important Workflow Triggers in Microsoft Dynamics 365/CRM you should know about to improve your everyday processes.

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1. How to Customize Lookup Views in Microsoft Dynamics 365/CRM

Have you ever wished you had different information available in Microsoft Dynamics 365 when selecting a record for a lookup field?

Learn how to customize lookup views with the tips we’ll share in this post to get the answers you’ve been searching for.

Here are a couple of options that will allow you to improve the user’s experience when choosing a value in a lookup field.

The first option is to customize the standard Lookup view available in almost every entity in CRM (or Dynamics 365, whatever you call it internally).

Let’s look at how this might work for the Company Name lookup field on a Contact form. The out-of-the-box Lookup view for Accounts shows the Account Name, the account Email address, and the Main Phone number. When Accounts have the same name or have only a corporate email address, this is often not sufficient information to choose the correct Account.

[Read on]

Which of these Top 10 Microsoft Dynamics 365/CRM Tips did you benefit from most? What content would you like to see us cover in 2021?

We design our blog content to serve you and would love to hear your feedback. Contact us to make suggestions for tips or insights you’d like to gain from our team of experts.

We look forward to helping you along your CRM journey for another year in 2021.

As for 2020, we hope you and yours have a safe and healthy remainder of the year and wish you ample joy, positivity, and productive changes in the New Year. New Year – new possibilities!