Category: Dynamics 365 Customer Engagement (CRM)

In Dynamics 365, you can hide and show sections and tabs using JavaScript. In this post we will go through examples of how to do this. Let’s say on the Account form you would like to hide the Details tab when the Ticker Symbol field is empty. First, find the name of the Details tab by selecting it and clicking Change Properties: We can see it is called DETAILS_TAB: Let’s … Continue reading Hide and Show Tabs and Sections in Dynamics 365 using JavaScript

When using fields in Dynamics 365 forms, you may want to reuse the same fields in different tabs, sections and locations. This can be useful if you want to show the same data in a certain location, and it can also be useful when implementing a pattern to hide and show tabs or sections with data. For example, let’s say we have an Account form that looks like below, with … Continue reading Reusing and Duplicating Fields in a Dynamics 365 Form

In Dynamics 365, in the Service module, there are “parent” cases, and “child cases” that can belong to a parent case. In this post, we will show the behavior of what happens to child cases when you close a parent case and how this can be configured. First, go to Settings->Service Management: Click Parent and Child case settings: There are 2 options: Close all child cases when parent case is … Continue reading Setting Parent-Child Behavior for Resolving Cases in Dynamics 365

In Dynamics 365, when a user logs in they will see a dashboard. For example, below a user sees the Sales Activity Dashboard: Users may initially see a default dashboard based on their user roles combined with out of the box dashboards for certain roles. They would see this when their dashboard roles are set to the defaults, that we will show below. Users can change their default dashboard, and … Continue reading Setting the Default Dashboard in Dynamics 365

When trying to merge records in Dynamics 365, you may not see the Merge button, which appears when you select a record in a view: Or in Advanced find (the icon should be below): If you do not see these options, ensure your role has sufficient Merge privileges. Under Business Management->Miscellaneous Privileges, select Merge: You will see the Merge option:  

In Dynamics 365, users have the ability to add notes and upload documents to records. For example, the Account record below has a Notes section: To enter a note, enter the text in the text box and click Done: Once entered, if you have delete permissions, you will see the ability to delete a note: On deleting a note, you will have a few seconds to undo your delete: To … Continue reading Attaching and Deleting Documents and Notes in Dynamics 365

In Dynamics 365, privileges are assigned to roles. Users can have many roles applied, and users can be assigned to teams which have many roles applied as well. As a system administrator, you may need to know which roles have which privileges, such as when you are troubleshooting why a particular user does or does not have access to certain records. For example, the Account Manager role below has many … Continue reading Find Which Privileges Are Applied to Which Roles in Dynamics 365 with Privileges Discovery

In Dynamics 365, we can add subgrids to forms. We can also add a search box to the subgrid, allowing users to search for particular data within the subgrid records. In this post we will go through setting up this search box and configuring which fields are searchable. On the account form, we have a subgrid that displays contacts related to the account: On editing the form, we can see … Continue reading Adding and Customizing Subgrid Search Box in Dynamics 365