We are excited to announce that Dynamics 365 Version 9.0 is available. The main areas of focus for this new release are:
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Organizations have been rapidly modernizing their legacy application and platforms. To be responsive to these demands, technical role hiring has accelerated. Human Resource teams are becoming overwhelmed with the task of attracting top tech talent in a labor market where the statistics are demonstrating zero effective tech unemployment and high candidate demand.
Have you given your independent sales reps CRM licenses so they can access CRM directly, rather than going through the Portal? Do you want them to have visibility only to the accounts, opportunities and leads that they are personally working?
The following steps will help you achieve this via the use of Access Teams:
After upgrading from CRM 2016 to Dynamics 365, we noticed that the Notes control on a form for one of our custom entities was no longer working properly. It would display, but there was no longer any way to add notes to the record:
When it should be displaying like this:
Sometimes you run into an error message that can mean any one of several things has gone wrong, and there's no real way to know what is the true solution. The error "Managed Metadata Service or Connection is currently not available" in SharePoint is one of those error messages.
Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:
While working in Dynamics CRM, I needed to add several options to a few different optionsets on the Lead entity. Adding the options isn’t difficult, but can be tedious and repetitive, so I didn’t want to do it manually. I decided to leveraged the CRM SDK and used a LINQPad query to populate the optionset as shown in Figure 1.
I have been doing a lot of custom workflow steps lately for MS CRM. I've been using the CRM Developer Extensions which makes it so easy to get started with a plugin or custom workflow. If you add a CRM Workflow Class template, it adds the following lines (I've omitted a few others it adds for clarity):
Looking for new marketing ideas in 2019?
The latest edition of the Idea eBook features 30 tip-filled articles designed to help Microsoft Dynamics 365 users find, nurture, convert, and engage their ideal customers, more effectively and efficiently.