Each new release for Dynamics brings a host of new and useful functionality. Microsoft has dedicated serious resources to making sure Dynamics is a best of breed application that offers developers a robust tool set to improve business processes and end-user adoption.
Changes Are Coming to Dynamics
You may have recently received an email from Microsoft stating that change is coming and your Dynamics 365 environments will be automatically transitioned to the Dynamics Unified Interface within the next 30 days. While this may seem alarming, this is only an optional early transition; you still have control over when your environments are transitioned to the new interface before the final deadline of October 1, 2020.
What is the Dynamics Unified Interface?
As you may already know, the Unified Interface is the new user experience that Microsoft is mandating all Dynamics 365 environments put into use by October 2020. This interface ensures a smooth, consistent experience across all devices, whether you access Dynamics from your PC, phone, or tablet.
Channel Properties in Dynamics
Automatic Record Creation Rules are a great way to evaluate and take action on items that enter queues in Dynamics. They allow you to create and update records, send emails, and start child workflows. This functionality is powerful enough on its own, but if you've ever worked with Automatic Record Creation Rules in Dynamics you've probably noticed the option to use Channel Properties in Dynamics.
Improve Efficiency with XRMToolBox
As a Microsoft Dynamics CRM professional I sometimes receive configuration requirements that, despite how powerful the system is out of the box, can be repetitive, time-consuming, frustrating, and downright impossible.
Microsoft Dynamics 365 Business Rule Tips
Using Microsoft Dynamics 365 business rules to show and hide fields is one of the most useful features of Microsoft Dynamics 365. Business rules require no knowledge of code and democratize functionality that was once only available to developers.
Calculated fields are one of the most powerful and versatile out-of-the-box functions included in Microsoft Dynamics 365. If you’re an Excel power user (or even if you’re not), you can easily understand calculated fields in the context of an =IF statement.