Overview: Connection entities provision an easy way to connect and describe relationships between two records in D365 CRM. This is supported across most Entity types in Dynamics 365. Some of the features of Connection entities are as follows: All Business and Custom entities can be enabled for Connections. Provision to add descriptive information between the … Continue reading Connection Entities in Dynamics 365 →

Overview: O365 Message Encryption is a service based on Microsoft Azure Rights Management (Azure RMS). Once an RMS is setup, Email messages can be encrypted under certain rules set and provide the recipients with 2 options to read the encrypted email – By an OPT By signing into organization account. Pre-Requisites: Activate Azure RMS in … Continue reading Email Encryption in Office 365 →

Overview Spring 2017 update to Dynamics 365 is coming up in July 2017. And there are exciting new additions and improvements coming to Dynamics 365 For Sales. Here are the highlights on what’s up next – LinkedIn Sales Navigator: Improve performance of their sales processes from LinkedIn Company and Sales profiles Display Navigator person and … Continue reading Upcoming Features in Spring 2017 for Dynamics 365 For Sales →

Introduction: Want to make a dedicated OneNote notebook per Dynamics 365 record? Dynamics 365 Integration is what you need. This integration provides you the ability to take notes in the notebook in context of Dynamics 365 record for selected entities. OneNote records can be directly accessed on the Activity wall of the record whether on … Continue reading OneNote Integration with Dynamics 365 →

Now, it’s possible to make your CRM views visually more informative. This is a cool new feature which is in preview for Dynamics 365 for December 2016 release. You can now add custom icon with tooltip text to display a column based on the column value. First thing need to be done to achieve this … Continue reading Add Custom Icons with tooltip for a column →

Overview: FetchXML is used to query the Dynamics 365 database. A great advantage of using FetchXML is that it can be easily designed by using Dynamics 365 database and it is easy to understand. FetchXML tester is available in the XRM Toolbox which can let you test and fetch results quickly. FetchXML also provides facilities … Continue reading Leveraging FetchXML with Dynamics CRM →

Introduction: Editable Grid is a new feature introduced Out-Of-The-Box with D365 to ease of most common necessity of editing records from the grid itself. Up until now, you had to explicitly open a record and then update the changes. With Editable Grids, You can enable Editable Grid at the entity level so that all Entity … Continue reading Editable Grids in Dynamics 365 →

Problem Statement: Data in you CRM is critical and storage space for CRM is expensive i.e. $9.99/GB/Month. Often, CRM space is taken up by Attachments and background data (ex: completed system jobs and it is difficult to realize where our space is being consumed. This blog is about some quick tips to free your storage … Continue reading Freeing Storage Space in Dynamics 365 →

We all need to remind ourselves of what to do when we navigate around in our Dynamics 365. What if someone reminds you to do the same? Hence, Relationship Assistant. Relationship Insights are a new set of features introduced as preview in the Dynamics 365 December 2016 release. It is only available in the US … Continue reading Dynamics 365 – Relationship Assistant →

Auto Capture is a feature introduced in D365 so that you don’t need to go to your Outlook and explicitly tracked Emails to Dynamics 365. This is one cool feature that can help you poll your personal emails and show you if you want to track it or not! Overview Auto Capture is a sub-feature … Continue reading Auto Capture – Dynamics 365 →