Microsoft Dynamics 365/CRM

At Ledgeview Partners, we strive to bring you the best tips, advice, practices, and strategies for success with leading CRM technology like Microsoft Dynamics 365/CRM.

Among the posts we’ve published on the Ledgeview Partners Blog, here’s what you loved most in 2019 based on clicks, page views, and shares.


Microsoft Dynamics Tip

10. What is a Queue?

Our CRM tip last week was talking about using queues in CRM but what is a queue? A queue is one of the many great entities in Microsoft Dynamics CRM. It is used to act like a container to hold anything that needs to be worked on. You have the ability to prioritize the items listed in the queue and filter to specific users and teams. Here are some examples of what a queue can offer CRM users:

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Custom Signatures in Microsoft Dynamics 365/CRM

9. How to Add Custom Email Signatures in Microsoft Dynamics 365/CRM

Microsoft Dynamics 365/CRM offers users the ability to create their own personal email signatures when sending an email out of CRM.

Each user can have multiple signatures and can select them from the email record when creating an email. You can also set one as your default signature.

This simple guide will walk you through setting up a custom email signature in your Microsoft Dynamics 365/CRM system. Be sure to share with your colleagues! Creating a company-wide signature is always good for branding.

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8. Sharing Personal Views in Microsoft Dynamics 365/CRM

One of the many fantastic features available to users (and most often used) in Microsoft Dynamics CRM is the ability to create saved, personal views with an advanced find to see a filtered list of records.

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7. Changing Ownership Records in Microsoft Dynamics 365/CRM Made Easy

Ownership for each account and contact in CRM is always assigned to a specific CRM user. There are many reasons and advantages for doing this. Among them are assigning sales and marketing tasks and responsibilities to an individual salesperson, securing sensitive data, and sales pipeline reporting.

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Microsoft Dynamics 365/CRM Sharing Personal Views

6. How to Share Personal Views in Microsoft Dynamics 365/CRM

One of the many fantastic features available to users (and one of the most often used) in Microsoft Dynamics 365/CRM is the ability to create saved, personal views.  These views are created with an advanced find to see a filtered list of records.

While your System Administrator does their best to create a set of system views, (available to all users), they simply cannot predict all the views that each viewer will want see.

Personal Views are a great way for users to get a quick, simple custom view of a specific list of records and retain that view for future reference.

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Microsoft Dynamics 365/CRM Tips

5. How to Use Custom Controls in Microsoft Dynamics 365 to Add Visualizations to a Field

Much to the excitement of Microsoft Dynamics 365 users, Microsoft Dynamics 365 for Customer Engagement Version 9.0 has introduced Custom Controls to allow users to add visualizations to their fields.

This enhancement transforms traditionally text-based fields to be more visually appealing.

Now, Custom Controls can be used to transform forms, views, and datasets.  These Custom Controls can be utilized to simplify the User Experience and provide time saving capabilities and features.

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4. Create and Run On-Demand Microsoft Dynamics 365 Workflows

Do you ever wish you could have a one-off workflow that you can control when it runs instead of having to setup 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.

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Microsoft Dynamics 365/CRM at Ledgeview Partners

3. How to Get Your Microsoft Dynamics 365/CRM Users to Go Directly to the Unified Interface

Is your goal as a Microsoft Dynamics 365/CRM Admin to get your CRM Users to go directly to the Unified Interface and avoid the standard browser default?

As an admin, you are able to make a separate URL to set this up, and then have CRM Users follow the link you create so that their software experience is consistent throughout devices.

If your goal is to get them to have a unified experience across their devices to avoid the standard experience, follow these steps.

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Know Your Microsoft Dynamics 365/CRM Workflow Triggers

2. 7 Workflow Triggers in Microsoft Dynamics 365/CRM You Should Know

What Triggers your Workflows in Microsoft Dynamics 365/CRM, or what causes them to actually run?

The most important one is the one that gets confused the most, called Record is Created.

In the world of CRM, when a Record is Created, it literally refers to every single action that is created before you hit Save the first time.

Admins will typically set up a Workflow and think no one will adjust the field until the Record is created, or only want to Trigger it when the Field is changed, but what if the Field is changed before the Record is saved for the first time?

CRM Red Flag!

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1. Customize Lookup Views in Microsoft Dynamics CRM

Have you ever wished you had different information available in Microsoft Dynamics 365 when selecting a record for a lookup field?

Well, here are a couple options that will allow you to improve the user’s experience when choosing a value in a lookup field.

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We hope you’ve enjoyed revisiting these top Microsoft Dynamics 365/CRM tips of 2019, and look forward to creating more tips for you in 2020!

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