{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:

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

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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:

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

{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