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.
This holiday season, there are many things to be thankful for: our families, our friends, good health and so much more. So while we reflect on all the things we are thankful for this year, I would like to share what I am most thankful for in CRM for Distribution.
Fields
Dynamics makes it easy to extend its out of box standard field set to meet your company's needs. You can add your own custom fields to the out of box entities as you need, but you'll want to be sure to follow these best practices!
No Duplicates
The system will not allow you to create two fields with the same field name however, you can create two fields with the same display name.
Multiple Forms
If you're familiar with using multiple forms in Dynamics, then you know that you can create different forms and assign security roles so that different users see a different form for a specific entity. This can get rather complicated depending on how many forms you are using and if you are using a layered security approach where a user may have multiple security roles that are applied to different forms.
What is Dynamics Tidbit Tuesday @ 2?
Beringer Technology Group is proud to announce our new monthly webinar series - Dynamics Tidbit Tuesday @ 2. We will be hosting a 30 minute webinar the 2nd Tuesday of every month at 2:00 PM ET. These sessions will be a way for us to share our vast experience and expertise of Microsoft Dynamics 365 with you.
Archiving Your Dynamics 365 Data
One common question asked during a CRM implementation is "what are best practices around data archival for historical data?" My immediate response is "You get the MOST value from your CRM data when it lives in Microsoft Dynamics.
What is a Business Rule?
Simply put, a Business Rule is a code-free way to apply rules to a form in Dynamics. You can use a Business Rule to set field values, clear field values, set field requirement levels, show or hide fields, enable or disable fields, validate data and show error messages, or create business recommendations based on business intelligence.
Dynamics 365 Portals
Dynamics 365 Portals offer a great way to enhance customer experience by extending some CRM configurations directly to the customer. There comes a time when you may want your portal to perform some action that is beyond the out-of-the-box functionality.
CRM for Distribution is built specifically for Wholesale Distributors and based upon the industry leading Microsoft Dynamics 365/CRM platform. This solution was built from the ground up to enable Wholesale Distributors to market more effectively, expertly manage their sales process and provide world-class customer service.
Best Practices for System Views and My Views in Microsoft Dynamics 365
This is my 7th blog in my 12 part series on Microsoft Dynamics Best Practices. If you've missed any of my previous blogs, please check them out by clicking here! If you're interested in learning more about Dynamics Best Practices, they are a great place to start.