Tricks

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.

FetchXML is a query language used in Dynamics 365 and in the Common Data Service. It’s expressed in an XML format with some aggregation capabilities, like sum, average, or total. This language supports filters upon the main entity but also filters upon linked entities

Currency is a type of field in Dynamics 365. It’s used to stored monetary values. When creating a Currency field, Dynamics 365 will in reality create two fields behind the scenes. For example, if the new field Amount is created on an entity, two fields will be generated: Amount and Amount (Base)

Dynamics 365 offers the possibilities to export data to Excel file. Check this article to have an overview on this feature.

Option sets are a list of choices that are displayed by using a drop-down menu during data entry. Option sets help streamline new record creation and standardize data entry, and they are best suited for a small set of standard short terms rather than long list of complex entries.