The "Metadata Document generator" plugin of XrmToolBox allows to generate Excel and Word documents with entities and attributes information. It is presented in this Trick.
The Entities in Dynamics 365 have a type of field called “Image Field” that allows to display a different image for each record of the Entity. This Trick presents this field
The CRM strategies make use of several processes and automation tools. Microsoft provides many resources to implement these. This article will present different methods available.
Activities are entities in Dynamics 365 made to help an organisation understand the interactions it has with its customers and prospective customers. This article will present the main points related to Activities.