Notes rollup, multiple Timelines per form, customizable actions, modal dialogs for detail forms – there’s so many settings to optimize with this control in 2022 Release Wave 2.
Reopen tasks with Power Fx & custom command bar button
Using the command designer in Model-driven Power Apps to add new buttons for activity tables, to perform common status change actions. Exploring how the modern commanding features and Power FX formulas can be used in scenarios that previously required Ribbon Workbench and JavaScript.
Playbooks for Dynamics 365 Activity Templates
In my previous post I explored the current Dynamics 365 Customer Engagement solution update practices and used the Playbooks feature as an example. Here’s a quick overview of what the actual Playbooks offer. The official MS documentation, “enforce best practices with playbooks”, gives you a list of what the initial October ’18 release of Playbooks […]
Activity Management Enhancements in Dynamics 365 (v8.2)
Whenever a new version of Dynamics CRM and now Dynamics 365 (the XRM part) are released, the first thing you should review is the “what’s new” documentation that Microsoft produces for three different audiences: users, admins/customizers and developers. For the “December 2016 update for Dynamics 365” a.k.a version 8.2 of what used to be called CRM, […]
Your Interaction Network in Dynamics CRM
One of my posts that seems to remain in high demand, based on the site visitor analytics, is Advanced Queries with Advanced Find. Written over two years ago, people still tend to read it far more often than the newer posts dealing with the latest trends around Dynamics CRM or instructions on how to leverage […]
Dynamics CRM 2013 in Retrospect
Dynamics CRM 2013 was released only a bit over year ago, on October 8th 2013 to be exact. With CRM 2015 already knocking at the door, this seems like ages ago already, even though the actual time between these two major releases is shorter than their marketing names imply. Since the discussions in the Dynamics […]
Synchronization vs. Tracking: Understanding Activity Management Options in Dynamics CRM
Long before a company has any CRM system in place they will already have a bunch of customer facing activities like emails and appointments in the personal mailboxes and calendars of their employees. Once a CRM system is implemented, these activities will not magically disappear but rather they will continue to be a key element […]
Expanding “Add Activity” Options on CRM 2013 Forms
CRM 2013 has introduced many UI features that aim to reduce the number of different windows between which the user needs to navigate while performing everyday actions on records. Since customer relationship management systems are often focused on capturing the various interactions between the company and its customers, activity management is naturally a core feature […]
Activity view default filter, missing due dates and how to modify the filter
Certain entities that contain the activity roll-up feature, namely accounts, contacts and opportunities, are also equipped with a date filter that allows you to choose whether you want to see all the activities related to the record or just a selected subset. By default this is “Next 30 days”, but you also can choose between […]
CRM 2011 subgrids ain’t what associated views used to be
Back in the days before we had Microsoft Dynamics CRM 2011 available, it was a commonplace customization to show entities related to the parent entity directly on the parent’s form by utilizing an iFrame. Making information such as latest history items (nowadays called closed activities) quickly visible to any user opening the form is often […]
