{Quick Tip} Colour Sub-grid header panel in Dynamics 365 forms

Dynamics 365 has introduced lot of new features – one of which is the ability to provide panel colours to the sub-grids on Dynamics 365 forms.

Please have a look at the Opportunity sub-grid available on the Out of Box Dynamics 365 Competitor form and notice the change of colour on the Opportunity panel below:

A. Royal Blue Tone:

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B. Light Orange Tone:

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Wondering, how this was achieved? Follow the below steps for customizing sub-grids to your needs:

Navigate to the form editor for the intended form, Select the required sub-grid and click on Change properties:

On the Property window, notice a new configuration available to set the Hex code for the sub-grid header:

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Set OK, Save and Publish the customizations to reflect the changes.

Hope it helps and Happy CRMing.

Any requirements in CRM/Dynamics 365 – end user,Microsoft  partner or an individual?

Requirement Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: deepeshsomani@hotmail.com

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

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{Zero Code development} Putting images in Dynamics 365 view for encoding Case severity

Business Requirement: Often there is requirement to show Case severity in some colour encoded way in Dynamics 365. For example, refer image below:

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Solution: Below steps can be used to achieve this requirement without writing code:

1. Go to Settings->Customization->Entity->fields and add a new field of type Option Set. In the example above I have created a new field Case Severity on Case entity. Add items text from the following link: http://classic.getemoji.com/

Following images were used in the above example:

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2. Add the column as the first field in Active Case view and other views that you wish. Optionally, you can also place the field on the Case entity form. Next, in the editable grid you will be able to set the priority by this field:

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3. Not only that, you will be able to group as well by selecting Group by:

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Hope it helps and Happy CRMing.

Any requirements in CRM/Dynamics 365 – end user,Microsoft  partner or an individual?

Requirement Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: deepeshsomani@hotmail.com

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Office 365 special} Get usage report of Office 365 users

Often there is a requirement to track the usage of various components within Office 365 instance in an organization.

Following steps will help to access these usage reports of organization usages by each user level:

1. Log into Office 365 as a Global Administrator and go to Admin section.

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2. Now scroll down the Home screen and select Usage Report or click Report then select Usage from navigation.

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3. Default usage report will be opened and shown on screen.To see different reports tap on Select report option and choose the required report from drop down list.

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4. Select active user report this report will show different active users. To download report output, click on export button. Automatically report will start to download.

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Hope it helps and Happy CRMing.

Any requirements in CRM/Dynamics 365 – end user,Microsoft  partner or an individual?

Requirement Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: deepeshsomani@hotmail.com

ABOUT THE AUTHOR:

clip_image001

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Happy Milestone} Mastering Dynamics CRM 2016 Released

It gives me great pleasure to announce that my first book on Dynamics CRM is released now.

Thanks to Packt Publishing for providing the opportunity to author a book.

Thanks for all those who helped on the book – Nishant Rana for reviewing the book.

Also, thanks to Simaranjit Singh Bhalla for his code contributions in the book.

Thanks to my wife Yamini and parents , for the time they gave me out of personal life and support provided by them have given me the motivation to complete it.

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This has been my hardest project delivered on CRM from my end till date. At one point, due to my health issues this year, it seemed that I will not be completing the book at all. But one should always follow the motto:

“Try, Try but Don’t Cry”

This has made this book finally a reality.

Hope it helps and Happy CRMiing!

Any requirements in CRM/Dynamics 365 – end user,Microsoft  partner or an individual?

Requirement Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: deepeshsomani@hotmail.com

ABOUT THE AUTHOR:

clip_image001

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Dynamics 365 9.0 Series} Chat bot integration with Dynamics 365

In the blog we will go through Chat bot integration with Dynamics 365:

Technologies used:

  1. AZURE Cognitive Service and AZURE Web Service
  2. Bot Builder SDK for .NET
  3. Dynamics 365 ADXStudio Portal: Customer Self Service
  4. Dynamics 365 – CRM
  5. Cafex Live Assist for Dynamics 365

Hope it helps and Happy CRMiing!

Any requirements in CRM/Dynamics 365 – end user,Microsoft  partner or an individual?

Requirement Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: deepesh.somani@dynamisity.com

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Dynamics 365 9.0 Series} New Themes available with Dynamics 365

In this series, I will be covering my exploration of the Dynamics 365 9.0 features as I traverse them over the coming weeks.

Microsoft recently released Dynamics 365 9.0 for all trials. One of the most interesting change is with respect to the look and feel which sees a lot more streamlines Dynamics 365 UI.

Default theme (CRM Blue Theme) is available in the following look and feel:

Dashboards:

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Views:

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Forms:

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Two other themes have been natively shipped with this release. Here is a look and feel of the other two themes. Navigate to Settings->Customizations->Themes:

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CRM Default Theme:

Dashboard:

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Views:

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Forms:

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CRM Orange Theme:

Dashboard:

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Views:

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Forms:

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Hope it helps and Happy CRMiing!

Any requirements in CRM/Dynamics 365 – end user,Microsoft  partner or an individual?

Requirement Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Quick Tip} 3 Tips for mentoring Dynamics 365 teams and professionals effectively

In this blog, I am putting up some of the tips that are required to mentor a Dynamics 365 practice based on my experiences and the ones which I have shared from different people doing the same role across different companies, cultures and geographies.

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Below is the list of 3 tips:

· Understanding the Action Plan and Goal: It is very important in mentoring to set an Action plan and a goal. The goal and action plan can be for an individual which flows on to a team and then to the entire company. Realistic action plans and goals are very important. Over time, it is very important to take feedback and adjust the ability and way to mentor depending on it. Regular interactions are very important part of forming an effective methodology.

· Being Open and Non-judgmental: It is very important not to have a prejudiced approach for someone you are mentoring. Being open in conversations and non-judgmental is critical in being able to build a healthy mentoring relationship with anybody – may it be an individual or team.

· Motivate and Encourage: It is very important to be motivated and encourage individuals, peers and teams. It becomes even a big priority when things are not going well or a particular module or sprint is not working through well.

Hope it helps and Happy CRMing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

clip_image001

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en