Keyboard Shortcuts in Dynamics 365

Dynamics 365 users often ask for the shortcut keys which they can use for navigating around the Dynamics 365 forms. There is already a list available in the user guide from Microsoft. if you are not aware of this, this would be helpful and you can provide this information  next time you train your users!…

Custom Auto numbering in Dynamics 365 and how to ensure accurate sequencing in the auto number generated

Though Dynamics 365 has OOB feature to enable auto numbering for the system entities (like Case, Opportunity, Lead, Contract etc), most of the times custom auto numbering solution might be required considering the below scenarios:   Auto number generated by Dynamics 365 doesn’t meet the business expectation [ eg: having alpha numeric values in the…

How to monitor application performance in Dynamics 365 Online

If you use On-premise version of Dynamics 365, monitoring performance of the local server is quite easy as the internal IT team has complete access to the application and DB servers. When it comes to Dynamics 365 online, users will not have option to login to the server and monitor the performance.   However, Microsoft…

Upgrading from Dynamics CRM 2016 On-Premise to Dynamics 365 Online

As there are customers migrating from on prem to online version of Dynamics 365, its important to understand the various steps involved in migrating from Dynamics CRM 2016 On Prem to Dynamics 365 Online.   1.    Version compatibility Check Any solution exported from a newer version of Microsoft Dynamics 365 cannot be imported into an…

How to create a case closure feedback survey in dynamics 365?

Its much important to get the customer feedback after important interactions with customers and especially when a case is resolved. This post gives you an idea about how a case feedback can be created in dynamics 365 and how can it be automated to send on closure of case.   Pre-requisites: Dynamics 365 CE Online…

Clone Solution vs Clone Patch in Dynamics 365 – Release management capabilities in Dynamics 365

Moving the developed solutions from dev environment to other environments is as critical (or more critical) as developing solutions without defects. Often dev team focuses more on building solutions in the dev without bugs and tend to make mistakes in the deployment (mostly depends on the pressure during the deployment, time available for pre-deployment activities…

Transform Customer Engagement in Retail – Dynamics & Adobe – Free Webinar

https://play.vidyard.com/F3F8vry77vKHyafyeCMYUc?v=3.1.1&type=inline&referring_url=https%253A%252F%252Finfo.microsoft.com%252Fww-landing-Transform-Customer-Engagement-in-Retail-Video.html%253FLCID%253DEN-US%2526wt.mc_id%253DAID723277_QSG_SCL_304181%2526utm_source%253DDirect& Watch this Dynamics 365 webinar to learn how Microsoft and Adobe deliver advanced customer service solutions for retailers. Link to the ondemand webinar: https://info.microsoft.com/ww-thankyou-Transform-Customer-Engagement-in-Retail-Video.html?LCID=EN-US  

How to access Organization Insights in Dynamics 365 (Online) – through Power Admin

With the recent update in Dynamics 365 Online, Microsoft has removed the ‘Organization Insights Preview’ feature from CRM and moved it to the new ‘Power Platform’ – which can be accessed through url. Benefits are: No need of installing any additional solutions [ how it was accessible earlier] No need of additional configuration changes to…

Customer Self Service Portal – OOB Features

In the previous post How to enable Portals in Dynamics 365 we have seen how to setup a portal and have setup the sample customer self service portal. Let’s have a look at the default features of Customer Self Service Portal. Feature #1 - Customer Registration and Customer authentication Customers can register in the portal…

How to enable Portals in Dynamics 365

Portals are cloud based applications which can be linked to Dynamics 365 for enabling Self service web sites for customers, pages for Partners, pages for internal users etc. Let’s get started with  setting up sample Portal.   Portals are by default disabled in a new organization [ online] and can be enabled by the Administrator.…

Dynamics 365 v 9.0 On Premise is released – Important changes in the Pre-requisites

Microsoft has released v9.0 of Dynamics 365 (CRM) and is available for download. Below is the link to download: https://www.microsoft.com/en-us/download/details.aspx?id=57478&amp Please note that there are major changes in the Software requirements for installing/upgrading Dynamics 365 v9.0 from Dynamics 365 v8.2 If you try to upgrade to Dynamics 364 v9.0 from windows Server 2012 R2 OS…

Best Practice Analyzer – Unified Service Desk 3.3

With the release of Unified Service Desk 3.3 client, analyzing the best practices within unified service desk is much easier as its included within the client installer as a  pre-builtin feature. Below are the steps to execute to check the USD best practices in your CRM organization. PS: For USD client version below 3.3, you…

How to clone CRM On Premise server setup – Dynamics CRM On Premise

Sometimes it’s easy to clone the servers and update the server configurations than setting up a new server from scratch. This is indeed helpful when you need to setup a similar server with same configuration for testing purposes. We recently did a CRM On Premise server(s) clone to setup a new test environment for performance…

How to restore Encryption Key in Dynamics 365 / Microsoft CRM

Encryption in CRM is enabled for a good cause and sometimes it can cause a stop in the development activities - when it comes to Email integration or Queue management. This happens especially when there is no proper maintenance of CRM Deployment or transition of Support activities without proper knowledge transfer. Team literally gets stuck…

Unified Service Desk 3.3.0 is Released

Latest version of Unified Service Desk - Unified Service Desk 3.3.0 is released and available to download. Unified Service Desk 3.3.0 is packed with many improvements and features such as: Host Unified Interface Apps in Unified Service Desk Analyze best practices in Unified Service Desk (Tool) Custom Styles field in Toolbar Capture Performance Data Host…

Documents link is missing in Dynamics 365 9.0 version – Standard Form

While doing a test run of SharePoint -  Dynamic 365 9.0 version [Server Side Integration], we just noticed that the "Documents" link in missing in the Standard Form for Accounts but is available in the Interactive Experience Form.   Accounts - Standard Form> Accounts - Interactive Experience Form (Available in Customer Service Hub only)>  …

USD & Dynamics 365 – Cafex Live Assist – Chat Application Review

We had a new requirement to enable basic chat feature in one of the CRM implementations and we were considering few solutions for this. 'Cafex - Live Assist' is one of the chat solutions you may consider if you are in search of an independent chat solution [not part of CTI integration] to work in…

USD: How to show popup notifications in USD

As part of our new dynamics 365 project - which is for building the service module for contact center, we have several use cases to show popup notifications in USD.   Few use cases would be: Alert the agent when the customer record opens in USD - in case if there is an immediate action…

Customer 360 View in Microsoft CRM – What does it really mean and how to achieve?

For any CRM implementation, Customer 360 view is an inevitable component client would ask for or expect to include even if not mentioned explicitly. Though the client requirement is often a one liner "Need Customer 360 View in place", most of the times CRM analyst has to do lot of Q&A sessions to conclude what…