How to create Queue Email Signature in D365
Dec12

How to create Queue Email Signature in D365

*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Creating email signatures for emails sent from Dynamics 365 is really straightforward for each individual user. It’s something each person has the ability to do for themselves. However, what if you are using queues for sending out… Continue Reading Megan V. Walker’s...

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Creating Client Price Lists From A Default List
Dec11

Creating Client Price Lists From A Default List

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. An organisation using Dynamics 365/CRM and selling products or services is most likely using price lists to do so. Starting off with a default price list gives you a set of prices to generate opportunities, quotes and orders effectively. This is fine if everything you sell is the same price for each… Continue Reading Megan V. Walker’s...

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Calculate Total Tax On Opportunities, Quotes & Orders From Related Line Items
Dec05

Calculate Total Tax On Opportunities, Quotes & Orders From Related Line Items

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Some may argue (and they have! 🙂 ) that tax should never be calculated in Dynamics 365, and should only be used in a finance package. I would tend to agree from the point of view of an order/invoice, but a sales organisation using D365 is probably using the Opportunity & Quotes entity and needs to… Continue Reading Megan V....

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Incorporate Net Promoter Score – Megan V Walker
Nov27

Incorporate Net Promoter Score – Megan V Walker

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If the title of this article seems familiar, it’s because it’s based on a presentation I did with the same name. This was originally put together for the D365UG/CRMUG Virtual Summer Camp, but seemed like it might be a ‘real world’ use case that could be of value. So, here it is in blog form! So… Continue Reading Megan V. Walker’s...

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Displaying Product Codes On Word Document Templates
Nov21

Displaying Product Codes On Word Document Templates

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If anyone has ever used Word Document Templates in D365 you will know that they are really useful in many circumstances. You don’t need to be a developer or someone who knows SSRS to create them, and your end users can get really helpful documents out of the system when needed. Sending out Quotes is a… Continue Reading Megan V....

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Excitement Building For Dynamics 365 Saturday Scotland
Nov20

Excitement Building For Dynamics 365 Saturday Scotland

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Ever since attending my first Dynamics 365 Saturday event in Manchester in the summer, I’ve enjoyed being involved in the community as a speaker. It’s great being able to share knowledge and ideas, but even better for me is being able to attend and learn from my fellow presenters. So, when I was… Continue Reading Megan V. Walker’s...

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Getting Started With Kingswaysoft – Part Three
Nov16

Getting Started With Kingswaysoft – Part Three

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Following on from part two in this series, this post talks about how to bring over any email attachments from a source CRM instance in to the destination CRM instance. Email messages are it’s own entity, and these will need to be migrated first. However, this will not bring over any of the email… Continue Reading Megan V. Walker’s...

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Getting Started With Kingswaysoft – Part Two
Nov14

Getting Started With Kingswaysoft – Part Two

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Now we will continue on from Part One of this series. Once you’ve indicated on the destination CRM environment that the error handling should go to an error output, you need to set where those errors will go. From the menu on the left, scroll down to the section for Other Destinations. Click on the… Continue Reading Megan V. Walker’s...

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Getting Started With Kingsway Soft – Part One
Nov12

Getting Started With Kingsway Soft – Part One

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Most people who have used CRM for a while either as a consultant or System Administrator will be familiar with data imports. You’ve got the ability to import CSV files and create new records in your database. This is simple and easy to use, and perfect for small quantities of data. What if you have… Continue Reading Megan V. Walker’s...

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Provide Contacts With Access To A Portal Via A Workflow
Nov08

Provide Contacts With Access To A Portal Via A Workflow

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In a previous post I talked about how to set up a user with Administrator rights to be able to access and edit a Microsoft Dynamics Portal. There are different ways a Contact can get access to a portal, which all depends on your own internal preference and policies. A Contact could register on the… Continue Reading Megan V. Walker’s...

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Setting Up Microsoft Dynamics Portal Administrator Access
Nov06

Setting Up Microsoft Dynamics Portal Administrator Access

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. So, you’ve installed a portal, nice work! Now you want to get logged in and start editing things. The easiest way is via the portal itself rather than from CRM. So how on earth can you do that? You could register, but you might as well set up a few fields on the Contact record and do it from CRM… Continue Reading Megan V. Walker’s...

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Using Teams & Managers To Manage Records – Part Two
Oct30

Using Teams & Managers To Manage Records – Part Two

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In Part One of this topic we looked at using the manager field on a User to allow for filtering of data, and adding users to teams to make it easier to share views, charts and dashboards. What if we want to use Teams for reviewing data and not just sharing things? And how about making charts dividing… Continue Reading Megan V. Walker’s...

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Using the Look Up Address Button on Quotes & Orders
Oct24

Using the Look Up Address Button on Quotes & Orders

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In a previous blog post I wrote about how to automatically populate the shipping and billing address for an Order. This isn’t the only way, so in this post I’ll focus on the Look Up Address button that appears at the top of a Quote and an Order record. NOTE: the button also appears on an Invoice in… Continue Reading Megan V. Walker’s...

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Using Emojis In Voice of the Customer
Oct15

Using Emojis In Voice of the Customer

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I’ve talked about using emojis in the past, by adding them to option sets. I’ve also talked about using CSS on a survey to make it look better in terms of branding. So what about using emojis in voice of the customer and changing it slightly with CSS to make it awesome? You’re in luck! Gathering… Continue Reading Megan V. Walker’s...

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Understanding The Standard Sales Funnel Charts
Oct10

Understanding The Standard Sales Funnel Charts

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I’m not the first to write about this subject, and probably won’t be the last, but it’s something not immediately obvious in the way in which the standard sales funnel charts work in Dynamics 365/CRM. The standard Sales Activity Dashboard displays the chart below, detailing Opportunity Pipeline by… Continue Reading Megan V. Walker’s...

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Using Teams & Managers To Manage Records
Oct02

Using Teams & Managers To Manage Records

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. For the majority of organisations, people work in departments. They report to a manager, and as a manager you need an easy way to see what’s going on with your team. In D365/CRM there are many ways to separate the data for reporting but two of the easiest things to use are the manager field, and teams…. Continue Reading Megan V....

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D365UG/CRMUG – Presentation in Manchester
Sep27

D365UG/CRMUG – Presentation in Manchester

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. It wasn’t that long ago that I had my first introduction to presenting for the D365/CRM User Group community and took part as a presenter in their Virtual Summer Camp. The experience was fantastic, and an event I was proud and honoured to be a part of. It’s a fantastic feeling sharing knowledge and… Continue Reading Megan V. Walker’s...

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Automatically Populate Shipping & Billing Addresses For An Order
Sep26

Automatically Populate Shipping & Billing Addresses For An Order

One of the things that surprises me about Dynamics 365/CRM when it comes to Orders is there isn’t a fully automated process for populating the Billing & Shipping details. While the billing address is mapped when creating a Quote or an Order directly from an Account or a Contact, the shipping address isn’t. Most likely you will always present your customer with an invoice, but if you are… Continue Reading Megan V....

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Create Awesome Surveys Using Custom Style Sheets (CSS)
Sep18

Create Awesome Surveys Using Custom Style Sheets (CSS)

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you haven’t already dabbled with Voice of the Customer, you should. ? In my opinion it’s an underrated tool. You can send out customised survey requests automatically and link back responses to Contacts, Cases and pretty much any entity you wish. One of the things you might not be happy with is… Continue Reading Megan V. Walker’s...

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Create Account Specific Dashboards Using Subgrids
Sep12

Create Account Specific Dashboards Using Subgrids

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Dashboards in CRM/D365 are a fantastic way to provide an overview of key data to users in the organisation. Most likely if you are using CRM you’ve created your own dashboard, or a system administrator has created helpful dashboard layouts to share with relevant teams. What about displaying data… Continue Reading Megan V. Walker’s...

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Email Document Templates As PDF’s
Sep04

Email Document Templates As PDF’s

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. One thing I love more than anything about the D365 community is COLLABORATION! So many are willing to share ideas. From there it creates other ideas, expanding and encouraging new ways of doing things. One such collaborator is Bruce (creator of 365 Notify), and author of this awesome post...

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Scheduling Recurring Emails Using A Workflow
Aug29

Scheduling Recurring Emails Using A Workflow

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Have you ever had the need to send a weekly update email sharing specific data from CRM, but there isn’t any specific trigger you can use? Or, you want to send an email notification months or even years based on a date on a record? Rather than setting off lots of workflows with a timeout clause (which… Continue Reading Megan V....

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Configurable Cascading – Prevent Auto Reassign Of Records
Aug22

Configurable Cascading – Prevent Auto Reassign Of Records

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Hands up if you have ever reassigned a case to a user and had all related activities be reassigned along with it? Or, worse, reassigned an Account and had all related cases be reassigned too? If you haven’t, phew! It’s very frustrating and a PITA to unpick and sort through to fix. If you have, and… Continue Reading Megan V. Walker’s...

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Top 10 Blog Posts – My Year In Review
Aug14

Top 10 Blog Posts – My Year In Review

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Just over a 12 months ago I decided to start this blog. I’ve had them on and off for over a decade writing about different subjects but always enjoyed the process and sharing knowledge, information and ideas with anyone that might stumble across one of the articles. Having created websites and taught… Continue Reading Megan V. Walker’s...

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Creating Dynamics 365 Reports With Multiple Entities
Aug07

Creating Dynamics 365 Reports With Multiple Entities

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I’ve written previously about the joys of setting up Visual Studio and heading down the path of writing Dynamics 365 Reports using SSRS. Once you get through that, then the world is your oyster in the reporting sense. Getting the query to start with is done by opening the Advanced Find, creating your… Continue Reading Megan V. Walker’s...

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Presenting For the D365UG Virtual Summer Camp
Aug04

Presenting For the D365UG Virtual Summer Camp

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I’m so excited! This coming Thursday I am a part of something really cool for any one using or interested in Dynamics 365. D365UG is an amazing group for users of Microsoft Dynamics 365. They have organised a FREE unique three day virtual event (from Tuesday 7th to Thursday 9th August 2018) with… Continue Reading Megan V. Walker’s...

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Internal Notifications Using A Temporary Team
Jul31

Internal Notifications Using A Temporary Team

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I’ve written previously about a great solution from Bruce Sithole, and Using 365 Notify For Instant Notifications. That’s great for users to get push notifications that they set up, but what if you want to trigger an email notification to go to people on an ad hock basis. Let’s say on a case for… Continue Reading Megan V. Walker’s...

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Dynamics 365 for Outlook – Version 9 – Installing & Using The App
Jul24

Dynamics 365 for Outlook – Version 9 – Installing & Using The App

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. The Outlook Add-in for D365 is a pretty cool tool. It can make your life a lot easier if you work directly with clients and need your emails, appointments and tasks synced back and forth between Outlook and D365. If you have upgraded to Version 9 you might have noticed a few issues or annoyances. There… Continue Reading Megan V....

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Won Opportunity Notifications To Microsoft Teams
Jul17

Won Opportunity Notifications To Microsoft Teams

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Along with Dynamics 365, a license provides access to several other Microsoft tools, including Microsoft Flow. If your organisation also uses Microsoft Teams you can use the power of all three applications to post notifications of Won Opportunities in D365 to Teams using Flow. This is a great way to keep… Continue Reading Megan V....

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Populating The Appointment Location Automatically
Jul11

Populating The Appointment Location Automatically

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I was recently asked if there was any way to populate the appointment location in CRM. If you are using Server-Side Synchronisation for Appointments, any created in CRM will be emailed out to the attendees, and update your calendar in Outlook. Makes sense you might want to location in there right?  So… Continue Reading Megan V....

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Auto Numbering An Entity In Dynamics 365
Jul03

Auto Numbering An Entity In Dynamics 365

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. There are various options for providing an automatically generated number for the next record created in D365/CRM. Version 9 has a new feature available for auto numbering, and you can create a sequence for several of the standard out of the box entities. What if you have a custom entity, aren’t on… Continue Reading Megan V. Walker’s...

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Using, Importing And Viewing Connections
Jun26

Using, Importing And Viewing Connections

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Connections is a pretty good word to describe ‘connections’ between records. It could be a link from one Account number to another. Or it could be a link from a Doctor to their Patients. Or from a lead record to one of your competitors to indicate their current vendor. There are many reasons and… Continue Reading Megan V. Walker’s...

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Creating Leads Using An Email Queue
Jun20
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Displaying The Long Date Format For Date Fields
Jun12
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Creating A New Type Of Activity
Jun05
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Removing HTML From Description On Case Creation From Emails
May30
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Customer Today For News Feeds In Dynamics 365
May22
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Modifying The Quick Create Menu To Add & Remove Entities
May16
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Creating Consistent Communication Using Portal Comments
May10
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Using Animated Gifs In Dynamics 365
May01
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Qualifying Leads Without Creating Opportunities
Apr23
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Displaying Icons – Unified Interface App – Dynamics 365
Apr17
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Becoming A Microsoft Dynamics 365 CRM Consultant
Apr11
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Automatically Send Emails From Queue
Apr04
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Updating Icons The Right Way On Custom Entities
Mar27
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Removing Default Business Process Flows
Mar21
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Update The Status Of Unlinked Records
Mar11
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Improve Navigation And Usability With D365 Tiles
Mar10

Improve Navigation And Usability With D365 Tiles

Improve Navigation And Usability With D365 Tiles Blog Syndicated with Megan V. Walker’s...

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Creating Useful Goal Updates Via Email
Mar08
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7 Cool Things About The Microsoft Dynamics Community
Mar01

7 Cool Things About The Microsoft Dynamics Community

7 Cool Things About The Microsoft Dynamics Community Blog Syndicated with Megan V. Walker’s...

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