Top 10 Microsoft Dynamics 365/CRM Tips of 2018

Dynamics 365/CRM Tips from Ledgeview Partners

This December, Ledgeview Partners is bringing you a series of recaps that show the Top 10 Most Popular posts on our blog, under a variety of categories.

For this series, we have determined the most popular posts based on CTR and the time spent on each individual post.

In 2018, Ledgeview Partners was recognized as 1 of the Top 20 Microsoft Dynamics Blogs by FeedSpot, and, while we publish anywhere from 5 to 7 blogs per week, and sometimes more, our most clicked-through content of the year, according to the reports we generated from back-end data reporting systems, much of our legacy content was the most popular this year!

That in mind, we are excited to bring all of you Microsoft Dynamics 365/CRM users and admins out there a truly dynamic content recap to help you end 2018 right, and start 2019 even more confident with your system and processes than before!


Microsoft Dynamics 365/CRM

10. 7 Workflow Triggers in Microsoft Dynamics 365/CRM You Should Know
Based on a 2018 Microsoft Dynamics 365/CRM user group webinar, this post walks you through 7 important Workflow Triggers you should know about as a user or admin.

If you’re struggling to know what Triggers your Workflows in Microsoft Dynamics 365/CRM or what causes them to actually run, this post will answer your questions.

“Record is Created” is often the most confusing Workflow Trigger.


Dynamics Tips

9. Lookup Field vs. Option Sets in Dynamics CRM
This CRM tip is a classic!

Did you use to think Global Option Sets were the end-all-be-all for Fields being used on Multiple Forms? Debunk this misconception when you read this popular post.

Learn what the key differences are between Lookup Field vs. Option Sets.


8. Sharing a View in Dynamics 365/CRM
Often times, you may find a need to create Advanced Find Views so you can narrow down Leads, Accounts, or Contacts in Dynamics 365/CRM, filtered by sets of desired criteria.

Once you create that View, you may be working with others on a project or have a manager that needs to see that same View. You can share that View with other users in CRM, and it will show up in their Views.

This post shows you how to do that …


Microsoft Dynamics Tip

7. Create and Run On-Demand Dynamics 365 Workflows
Do you wish you had a one-off Workflow that you could control when it runs, instead of having to set up a Workflow with a Trigger?

Using on-demand Workflows in Microsoft Dynamics 365 will allow you to run processes and/or update data without relying on a Workflow Trigger, which can also be run independently of other processes.

This post explains how!


Dynamics Tip

6. Dynamics CRM Tip: What is a Queue?
A Queue is one of the many great entities in Microsoft Dynamics 365/CRM. It is used to act as a container to hold anything that needs to be worked on.

You have the ability to prioritize the items listed in your Queue and filter them based on specific user and team needs.

Learn more about them, and how to use them optimally in this popular post.


Dynamics Tip

5. Dynamics CRM Automated E-mail Alert Workflow
Are you looking for ways to track or be notified about when an Opportunity has been sold, closed, or even lost?

Within Microsoft Dynamics 365/CRM, you have the ability to do this via Workflows, which can be Triggered based on certain Fields or Statuses that can be defined to indicate emails should be sent out to the appropriate team members.

Discover how to set this up within your system, when you read on.


Dynamics Tip

4. Changing Ownership of Records in Dynamics CRM Made Easy
The best way to be the most effective in Microsoft Dynamics CRM is to be efficient with your CRM use.

Knowing CRM inside and out also means knowing best practices, and tips and tricks that solidify your position as a CRM pro.

Further your knowledge when you learn about how to change Ownership Records in Dynamics CRM. SPOILER ALERT: It’s easier than you think!


Dynamics Tip

3. Using Dynamics CRM Workflows to Create Tasks Automatically
Are you trying to avoid creating custom coding within your CRM system to avoid system errors when updates arise, and run with the system on your own, without ongoing support?

In this post, you will learn how to set up Workflows in Microsoft Dynamics CRM to create tasks automatically, taking away the need for manual coding (and unecessary stress), completely.


Dynamics Tips

2. Sharing Personal Views in Microsoft Dynamics CRM
This is a favorite of users, which is why it makes the “most popular” list twice!

While your System Administrator may do their best to create a set of System Views, available to all users, they simply can’t predict what everyone will want to see in the system.

Personal Views are a great way for users to get quick and simple custom views of specific lists of records, and retain those views for the future.

This post explains how to create and share Personal Views within your system.


Dynamics Tips

1. Customize Lookup Views in Microsoft Dynamics 365/CRM
The most popular post of the year, and of all time at Ledgeview walks you through how to customize lookup views in your system.

If you ever wished you had different information available in Microsoft Dynamics 365 when selecting a Record for a Lookup Field, you’ll definitely want to read on.

There are a couple of options that will allow you to improve the user experience when choosing Lookup Field Values.


What is your all-time favorite blog post or other piece of content from Ledgeview?

Do you have ideas for a piece of content you’d like us to create on a specific topic? Reach out to us to submit your request!

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Thanks for reading and subscribing to the Ledgeview Partners blog.

We can’t wait to bring you more dynamic content in 2019.

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About Julia Flaherty

Marketing Coordinator at Ledgeview Partners.

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