Tricks

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.

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.