CRM 2016 – Company News Timeline
A new feature has been added to CRM 2016 Online Update 1 called “Company News Timeline”. In this post I will describe how to install it and give my initial thoughts.
Word Templates Demo
A quick video which shows how to create a word template in CRM 2016
CRM 2016 Update 1 – Customer Field
Microsoft Dynamics CRM 2016 Update 1 has introduced a new capability to create a customer field on any system or custom entity. Until now, “customer” has been a special polymorphic relationship that only existed in a limited number of places in CRM. Such as the customer field on cases. Polymorphic because a customer could be…
Create an SLA to contact Leads (And add timers)
CRM 2016 Online (Update 1) now provides the ability to set an SLA on entities other than case. This is something I have wanted for a long time. J The enhanced SLA on the case is a great feature but I have previously wanted to have an SLA on custom entities and on leads. Have…
CRM2016 – Mobile Controls
Microsoft Dynamics CRM 2016 includes a new capability that lets you customize your mobile forms with controls that are touch friendly. Including sliders, flip switches and even pen controls. In this video I demonstrate the standard opportunity form on the mobile client and then show how easy it is to customize the form to use…
CRM2016 – Email Tracking from Outlook Online
Microsoft Dynamics CRM 2016 now contains the ability to track email messages from Outlook online. In my personal opinion this capability has been missing from CRM for a long time, so I’m very pleased to finally see this. Until now tracking emails forced the installation of the full Outlook client which has some disadvantages for…
CRM2016 – Document Template Management
In an earlier post I described now to create an Excel template, this process created a personal template. But what if …… You want to remove or rename personal Excel or Word templates? Or what if you want to control who gets access to create templates? Or what if you want to convert a personal…
CRM2016 – Excel Templates
One of the great new features of CRM2016 is the ability to create Excel (and Word templates). In this post I will explain the process to load and create an Excel templates. (With a few tips along the way.) Opening an Excel Template First off let’s look at how to open an Excel template. I’ll…
Microsoft Dynamics 365 