Let’s jump right in and catch up on all the CRM News and Training that has been floating around this month!
PowerObjects shared several great how to articles:
- Creating a Bookmark that Shows the Schema Name for a CRM Field – this allows you to quickly click a favorite and change all the display names on a form to show the schema names. This can also be done using Sonoma’s CRM Dev Tools which is a great chrome extension!
- A Study in Editable Grids in Three Parts – Walks through setting up Editable grids in your environment
- A Must Know Shortcut: Adding Hyperlinks to an Email Template in Dynamics 365 – this is for anyone who has created an email template in an HTML editor, opened it in IE, copied and pasted into a CRM Template just to get a link to show up correctly.
Ledgeview Partners shared how to Turn your Report into a Dashboard in Dynamics 365/CRM. Take all your beautiful reports and make them easily visible within the dashboards your team is accessing.
For those interested in getting certifications, be sure to check out Hosk’s post containing Dynamics 365 Certification Study links.
Sonoma Partners posted Bulkify Bulk Edit which walks through several ways to improve the out of the box Bulk Edit functionality with the help of workflows and plugins. In addition it gives some great background information on Bulk Edit.
Sonoma also shared Dynamics 365: Miscellaneous Security Permissions. This explains what those extra permissions actually control in your system.
And of course you should check out the CRM Tip of the Day!