A common question which comes up is how to find specific data in Dynamics 365. While several tools are available for this, such as: Charts, Dashboard, Views, and the SSRS Report Wizard, my go to tool for this is the Advanced Find feature. Continue reading
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Importing Data in Dynamics 365
One of the great features of Dynamics 365 is the ability to import records into the system. While imports can be used for creating new records, as well as updating existing records, I want to focus on the ability to import new records within the scope of this article. Continue reading
Multi-Select Option Sets in Dynamics 365
Multi-select option sets present a method to allow users to select multiple values for any data which can be captured within an option set. An example of this may be tracking hobbies, or interests. Continue reading
Often Overlooked Features in Advanced Find for Dynamics 365
While Advanced Find for Dynamics 365 is a powerful ad hoc query tool, there are many features in the tool which you may be overlooking when using the tool. While what I have included below is not an exhaustive list of all features available, it will provide enough information to explore some of the features offered. Continue reading
Updating Child Records in a One:Many Relationship in Dynamics 365
A requirement which is often surfaced is the ability to update child records in a one:many relationship in Dynamics 365. Probably the most common scenario is an update to an Account should update the Contacts related to that Account. For our example, we will look at this using the standard Telephone1 field on both Account (Main Phone) and Contact (Business Phone). Continue reading
Updating Records with Dynamics 365 Import
A common requirement is the ability to update records via an import within Dynamics 365. Fortunately, Microsoft has provided this functionality for quite some time. However, using this feature requires the data to be in a very specific format. Continue reading
Leads in Dynamics 365
When leveraging Dynamics 365 in a sales environment, one of the more difficult decisions is whether your organization should implement the use of Leads in the sales cycle. Continue reading
Importing Records with Non-Typical Entity Look-Ups
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In Microsoft Dynamics 365/CRM, there may be times when you need to import child records in a one-to-many (1:N) relationship which include a relationship to a parent record, but instead of having access to the Primary Field used by D365/CRM for the parent record, you have access to some other identifier such as an Account Number or ID. Continue reading
Migrating Unified Service Desk (USD) to Unified Interface (UCI)
With the release of Microsoft Dynamics 365/CRM version 9.0, we now have most of the core functionalities of sales and customer service available in the Unified Interface (UCI). Seeing the benefits of this new design, I really wanted to update my Unified Service Desk (USD) solution to include this new user experience within Dynamics 365/CRM. Continue reading
Lead Qualification without an Opportunity
Recently, I was asked to implement a process where a Lead could be converted to a Contact, without creating an Opportunity. Continue reading
