Tricks

This trick explains some basics to work with Dates in Dynamics 365

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 Plug-in Data Transporter from XrmToolBox helps to transfer records across organizations. This trick will present it.

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.

To move the customizations from one environment to the other, Dynamics 365 offers solutions. Those solutions can be managed or unmanaged.

Do you want to have an ergonomic way to display form ? This new feature is for you ! Related Records in a Dialog for Dynamics 365

The Relevance Search is similar to the Categorized Search, because it can also search for trough multiple entities. Categorized search displays result per entity, with one list for each entity. With Relevance Search, there is only one list, with all entities mixed. But results are sorted by their relevance with the search and matches are highlighted in the list

Charts in Dynamics 365 are a graphic representation of data from multiple records of an entity. The data comes from a view – meaning it can be filtered data – and enables users to understand key performance metrics of their business in real-time

In previous releases of Dynamics 365 or Dynamics CRM, users couldn’t enter data directly in lists/views or subgrids. They had to click the record to open it in a form, edit the data, and then save, which required multiple clicks. Editable Grids give users the ability to perform in-line editing directly from a list or sub-grid