Good morning and welcome to our Friday 5. The Friday 5 is a curated list of some of the best articles written throughout the week on Dynamics 365. Our goal is to keep you informed on the latest news, information, and happenings in the Dynamics 365 blogosphere. This week, we will focus on giving you some great tips and tricks. Hopefully, you find something you can use immediately!
1- Add Custom Icons and ToolTip to Dynamics 365 Columns in Views
Visual elements to support the data makes our analysis easier. With Dynamics 365 you have the ability to add custom icon and tooltips to the fields in Views. Inogic tells us step by step how to add Custom Icons and Tooltip
2 – Adding a Simple Language field to Dynamics 365
Even though a Language field does not come out of the box with Dynamics 365, that does not mean that a custom language field can not be added. Nick Doelman, of ReadyXRM, shows us how adding a Language field to Dynamics 365 can be a simple task, but it’s also a good idea to take some time to plan it out.
3 – How to Auto Number Entities in Dynamics CRM
By following these easy steps provided by Justin Pethick, you will end up with an automatically-generated number with an optional prefix and suffix on the first save of the record. He also added the ability to increment your auto number by any whole number in the event that you have that requirement. This will work for either the custom or out-of-the-box entities.
4 – Great Dynamics 365 feature-Voice of the Customer
When it comes to relationship management, getting valuable feedback from your customers is a vital part of the process. Now Dynamics 365 has a great feature called Voice of the Customer. Janina Kerkovius, of Encore Business Solutions, gives us a brief overview of this feature and provides us with the necessary steps to follow to set this up.
5- Field Service Tips and Tricks
Prashant Shukla, a business consultant at SMS Management and Technology, has provided us with a plethora of Field Service tips and tricks. Among them are using the scheduling assistant, creating multiple work orders for a single case, and configuring the mobile App for Field Service, to name a few.
We hope you enjoyed reading and you go away feeling more informed or have learned something you can implement immediately. enCloud9 helps small to medium sized businesses with solutions to increase their sales and marketing ROI and provide better customer service by using Microsoft software. Is your CRM not as productive as you had wished? Are you looking to upgrade to Dynamics 365? Contact us today. We’d love to hear from you and discuss how we can help! We can be contacted at our webform or 844-264-0729. Also make sure to check out our blog for more Quicktips.