Posts

Access team templates are a way to share records with other users easily who do not have permissions to access records based on their security roles. To create an access team template, go to Customizations and select an Entity. Select Access Teams. Save and Publish: Then, under Settings->Security, select Access Team Templates: Select the Entity, which will list only entities with Access Teams functionality. Select the permissions, in this case … Continue reading Access Team Templates in Dynamics 365

In Dynamics 365, different field types allow for various types of controls that are displayed to the user for input. Here we will take a look at some examples of controls. Once a field is placed on a form, you can go to the Controls tab to view the available options of controls. For example, on the Account form, we have different fields. If we open the website field and … Continue reading Controls in Dynamics 365

Actions in Dynamics 365 are a capability to create business logic that can be called in different ways such as through code or a workflow. They are not run on demand or automatically, but rather they are triggered by processes or code. If you wanted to run an action on demand you could call it from an on demand workflow. Actions take input, do something and may produce output. Let’s go … Continue reading Dynamics 365 Actions

Dynamics 365 comes with tight Outlook integration. Here we will walk through configuring Outlook and Dynamics 365. After installing the Dynamics 365 addin, you will see a CRM tab in Outlook: To configure, go to File->CRM: You will see this screen: Open Set Personal Options: Click on the Synchronization tab. Note the automatic synchronization minutes (minimum is 15 minutes): Selecting Filters will open the Synchronization Settings. You can also get … Continue reading Dynamics 365 and Outlook

Dynamics 365 supports folder level tracking of exchange folders using server-side sync. We will go through how this works. In Outlook, create a new folder or view existing folders: In Email Configuration Settings, select the checkbox: Then select Settings->Options->Email->Configure Folder Tracking Rules: You may see the message: You will see the window. Select your folder for tracking and the regarding record in Dynamics 365: Emails in the folder will now … Continue reading Exchange Folder Level Tracking in Dynamics 365

In Dynamics 365, users have the ability to attach files through notes. For example, on the Account form, clicking on Notes the user can select a file to attach to the record: Let’s say you want to restrict users from uploading certain file types, for example, ZIP files. You can configure this through System Settings. Under the General tab, go to Set blocked file extensions for attachments. Here you can … Continue reading Restricting Attachment Types in Dynamics 365

Dynamics 365 has the ability to store many different types of records. However, the system is designed to make the most of the Account entity, and have this entity be used to store various different relationships. For example, Dynamics 365 doesn’t have a “Vendor” entity. Instead, vendors would be stored against the Account entity and then utilized as needed. To set this up, go to Accounts and create a new … Continue reading Dynamics 365 Relationship Types

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