Category: Dynamics 365 Customer Engagement (CRM)

Microsoft has apps you can download that will make your Outlook experience enhanced with Dynamics 365 integration. To install the apps, in Dynamics 365, select the settings icon and Apps for Dynamics 365: You will see the screen below: The first links are apps for your smartphone and tablet, from the Windows Store, Apple App Store and Google Play. I will go into more details about these in another post. … Continue reading Dynamics 365 Apps for Office 365 and Desktop Outlook

Dynamics 365 has a knowledge base feature that can be used with 365 entities. For example, if you are looking at a case to resolve, you can click on the knowledge base to find articles related to the topic of the case. Here we will go through using the knowledge base functionality. Let’s say we have case regarding 3D printers: You can see there is a tab for KB records. … Continue reading Dynamics 365 Knowledge Base Management

Dynamics 365 security consists of several layers. These include: Business Units Security Roles Sharing Teams Hierarchical security offers an additional security layer. There are 2 types of hierarchical security: Manager hierarchy. In this case, the manager must be in the same business unit or parent business unit of a report to see the report’s data. You may want to use this if you restrict data access between business units. Positional … Continue reading Dynamics 365 Hierarchical Security

The following are data types available in Dynamics 365. Single Line of Text Defaults to 100 length. Max length is 4000. Format IME Mode (relevant for Chinese, Japanese and Korean users): Option Set Two Options Image Whole Number -2,147,483,648 and 2,147,483,647 Format Floating Point Number Up to 5 decimal points, between -100,000,000,000 and -100,000,000,000 Decimal Up to 10 decimal points, between -100,000,000,000 and -100,000,000,000 Currency Between -922,337,203,685,477 and 922,337,203,685,477 Precision … Continue reading Dynamics 365 Entity Data Types

In Dynamics 365 there are 3 types of views – system, personal and public. Here we will go through each of these. System views are automatically created when you create a new custom entity, and exist on system entities. Let’s create a new system view for the Accounts entity: From the top right, select the elipse and New System View: Give it a name. We will call it Account System … Continue reading Dynamics 365 Views

You may want to restrict users from uploading attachments of certain sizes, or block users from uploading any attachments in Dynamics 365. Here we will go through how to configure this. Under System Settings, go to the Email tab. Here you will see Set file size limit for attachments, Maximum file size (in kilobytes): Set this to 0 and click OK: Now when a user tries to upload an attachment, … Continue reading Restrict Attachment Size and Prevent Attachments in Dynamics 365

In Dynamics 365, you can easily add which users have the App for Outlook. To do this, go to Settings->Dynamics 365 App for Outlook: You will see this page: Click on Edit settings to set the ability to automatically add the app to Outlook: Note to use the app, users will need to have: Use Dynamics 365 App for Outlook privilege in their assigned security role Server-side synchronization set up … Continue reading Dynamics 365 Add App to Outlook Users

A quick view form is a way to display more information to the user from another entity selected on a form, e.g. through a lookup. Here we will go through an example. Let’s say you have an order and you want to see more information regarding the customer: To create a quick view form, go to the entity and select under forms New->Quick View Form: You will see the screen … Continue reading Dynamics CRM Quick View Forms