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A blog about Microsoft Modern Cloud Business Solutions

Quick Search Step 1. Open the entity, where you need to find information. In our case, it is “Accounts”. Step 2. Go to the “Search for records”. Step 3. Type the word that should be searched. For example, “University”.  We will get just the results, where the field starts with the searchable word. As on the example below, we have just 4 results. Step 4. If we need to find all records, where the word “University” appeared, we should add before the word symbol “*” and to search again. In that case, we got 8 results. Using Excel Online to update data/ search data Step 1. Go to the available menu option… (1), and choose Export to Excel (2).  Step 2. In the appeared option set, choose Open

Toggl is one of the most convenient time trackers that allows you to track your daily activities across different platforms; providing you with detailed insights and an opportunity to optimize your workflow by identifying areas where you can improve. It is easy to use, smart designed, and a well-organized tool. Toggl is a team-friendly, fun, and multi-functional software. We, in Skyline Consultants LLC, find this tool the most convenient and user-friendly. It gives an opportunity to start tacking time from the phone app, stop it on the desktop app, and renew it on the website. How can Toggl be integrated into Dynamics 365? Skyline Consultants LLC has built an integration between Toggl and Dynamics 365 for Sales. Track and sync hours to Dynamics

Microsoft Bookings is an online and mobile app for small businesses that provide services to customers on an appointment basis. Bookings are turned on by default for customers who have the Office 365 Business Premium, or Office 365 A3 and Office 365 A5 subscriptions. Bookings are also available to customers who have Office 365 Enterprise E3 and E5, but it is turned off by default. You can find a lot of information about "How to configure your booking page," so this article will be about making it more personal in the color perspective. You can use an already predefined color template at any time, but then you will look like "others". I urge you to be unique and to make your booking page

For all our Power Apps projects we had one similar requirement – to have a very simple static menu, where each item should navigate to a specific screen. We had tried different methods and chose the best one for us. In this blog, we want to show you how easily we can create this menu using Gallery control. Before we start, we need to prepare two sets of icons for our menu: common and selected. You can use any icons which you like or have. I’ve imported all my icons to Media. Let’s imagine you will need 4 Screens: MainScreen; LeadsScreen; ContactsScreen; OpportunitiesScreen. On the visible property (OnVisible) of the MainScreen we should add the next function UpdateContext({selectedScreen:MainScreen}); ClearCollect(MenuItems, { Name: "Main", TargetScreen:MainScreen, Icon: ic_main, SelectedIcon:ic_main_selected   },{ Name: "Contacts", TargetScreen:ContactsScreen, Icon:  ic_contacts, SelectedIcon: ic_contacts_selected },{ Name: "Leads", TargetScreen:LeadsScreen, Icon:  

We can use Excel to update records in Dynamics 365 by exporting the records to an Excel file. For example, we want to update our accounts with new information. To that, follow the next steps: Step 1. We open the entity with our important data and with the View that we will need for updates. Step 2.  Go to Export to Excel and click on it. The file will be automatically saved into the default download location, depending on the browser settings (as usually in the Downloads folder). Step 3. Open the Excel file, that has just been loaded to the computer. It will look like that: *Important: the first 3 columns will be hidden; they contain checksums of each record from the CRM.

It is relative to state that a manager's purpose is to achieve results through the activities of other people.  However, the manner in which HOW one manager works with and through others with or without an element of heart has that character for victory or failure of outcomes. An affirmative leader who achieves positive results will truly benefit the other members of a group, office or organization. Therefore, that kind of leader, in one way or another, fulfills his/her personal goals. Furthermore, this leader's ability to expand his/her capacities to the members of the team by inspiring and directing them to gain new and better skills for more productivity spells (underscored) unlimited value and success of the group. How? Plain and simple.

In Spring 2018 Microsoft launched an online service Microsoft Dynamics 365 for Marketing. If you’re already using the standard Marketing Module in the Customer Engagement Plan then this article should be of particular value as a comparison between the well-known Marketing module vs Microsoft Dynamics 365 for Marketing.

By default, some of the MS Dynamics buttons are hidden in the Unified Interface. Hidden buttons can be added to the Hubs using the solution Ribbon Workbench. For example, you may notice a missing button ‘Add to Marketing List‘ on the contact form in MS Dynamics Unified Interface. To add the buttons you are looking for we will have to use a new solution.

The Modern Driven Apps (Hubs) in Microsoft Dynamics 365 is designed and optimized to simplify your day-to-day job. It is a focused, interactive interface that shows you all your vital information in one place. The Sales Hub, for example, is optimized as a lead generation and sale activities module, while the Customer Service Hub supports seamless and intuitive user interface for your service modules.