Tricks

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

Interactive Dashboards have been released with Microsoft Dynamics 365 V9. Interactive Dashboards are like the regular dashboards in Dynamics 365, but with some improvements like field-filters, time-spanning filters, real-time data updates, count-aggregates and integrated quick actions for records.

The calculated fields contain a calculation composed of other fields and operators to combine the fields. The fields can come from the current entity or a related parent entity

When adding a field to a form, Dynamics 365 offers some out-of-the-box controls. Depending on the field type, the control improves the user experience by changing how to interact with the field. Each control is dedicated to a single feature. 

The Ribbon Workbench for Dynamics 365 is a tool developed by MVP Scott Durow to simplify the manipulations on the CRM Ribbon. It comes with a rich GUI that offer all the possible options regarding Ribbon modifications.