Calendar
Jen Jerzak

Field Service Schedule Board: Personal Views and Security (Dynamics 365 for Sales)

The Field Service Schedule Board in Dynamics 365 for Sales (CRM) provides an easy-to-see look at resource availability, current bookings, available time slots, and more. When setting up the Schedule Board, you can (and should) configure your preferences for sharing with others in your organization. Within the Schedule Board, when you create a new view … Read more

Read More…

Relationship Assistant
Jen Jerzak

Integrating OneNote with Dynamics 365 for Sales

Did you know that you could integrate OneNote with your Dynamics 365 environment? This will allow you to easily access a OneNote notebook directly from the 365 dashboard, adding additional functionality that the Customer Notes feature in 365 doesn’t support. You can easily share customer notes, and add images and drawings. Requirements: D365 Online version … Read more

Read More…

Dynamics 365 BC Training
Juliet Constantino

Quickly Create a Detailed Financial Statement Report in Microsoft Dynamics 365 Business Central

When printing income statement reports from Microsoft Dynamics 365 Business Central, the standard report is clear, but doesn’t provide details for every G/L account within the account categories that were assigned when setting up. This video shows how to quickly and easily create a custom view that allows you to view detailed information for all … Read more

Read More…

Lady and Laptop
Jen Jerzak

Dynamics 365 (CRM) Features on the Chopping Block

There’s a lot of change happening with Dynamics 365 for Sales (CRM).  Make sure you’re kept up to date with what’s leaving and what’s coming.  Here are the highlights of what’s important to our clients. Deprecated features concerning end-users: Contracts, Contract Line Items, and Contract Templates Standard SLAs Mail Merge Deprecated features concerning system administrators: … Read more

Read More…

Jen Jerzak

How to Get People to “Really” Use Dynamics 365 for Sales (CRM)

User adoption of any new system can be painful – and that’s true for Dynamics CRM too, now called Dynamics 365.  However, with Learning Paths, Microsoft has taken what was once a clunky, disjointed experience and make it slap-you-in-the-face simple. What is it? Microsoft Dynamics Learning Paths – context-sensitive, role-specific pop-ups right in Dynamics 365 … Read more

Read More…

Error
Jen Jerzak

Dynamics 365 CRM & Outlook Error after Installing October 2017 Microsoft Outlook Security Update

Recently, we experienced this issue internally at Crestwood.  When employees installed the recent, October 2017 Microsoft Outlook Security Update, it broke the Microsoft Dynamics 365 or CRM Outlook Client. Problem: After installing the recent Outlook Security Update, when you attempt to get to your CRM information via Outlook it remains blank and then you get … Read more

Read More…

Jen Jerzak

Better Searching in Dynamics 365 (CRM)

Searching just got a whole lot better!  Microsoft has improved searching for all.  Search the way you want. Here’s a closer look at the different ways to search. Quick Search Categorized Search Relevance Search Quick Search Quick search is that little box in the upper right corner of all the grids.  It searches in all fields … Read more

Read More…

Jen Jerzak

Time Saving Keyboard Shortcuts

Why do people use keyboard shortcuts?  I used to teach beginner computer classes and one thing that always confused people is the multiple ways of doing the same thing.  I always had a hard time answering that question, but over the years, I’ve found myself using more and more keyboard shortcuts because they do really … Read more

Read More…

Jen Jerzak

Setting up a Custom Email Signature in Dynamics CRM 2016

We’ve been waiting for this feature.  It’s a customer request.  Microsoft finally added a way to set up your own custom email signature in the newest version of Dynamics CRM.  Yeah! Here’s step-by-step instructions: Navigate to the Options area under settings This will open up your Personal Options.  Once here, navigate to the Email Signatures … Read more

Read More…

William Schroeder

Setting a Datetime Value in Dynamics CRM 2016 Using C#

The below C# pseudocode will set a “Date and Time” attribute to a provided value using the Microsoft Dynamics CRM SDK framework.  This part is very straightforward and can, in fact, be simplified by performing the type casting in one line rather than parsing via multiple lines. string sSourceValue = “12/01/2016”; string sDestField = <DateTime_Attribute>; … Read more

Read More…