Feature Review: Dynamics 365 Dataverse Views

Learn how views in Dynamics 365 work as windows, giving us an inside view of data sitting behind the scenes of the user interface.

Dynamics 365 View: Accounts with No Activities for 30 Days

Want to be able to easily see Accounts, Contacts, Leads or Opportunities that haven't been followed-up within 30 days (or some other period of time)?  In this blog we'll review 5 options to help you make sure that no one is slipping through the cracks!

Back to SharePoint Basics: Part 3–Working With Views

It’s been awhile but I am back to continue on my SharePoint Basics series for SharePoint.  Let’s see where we are:

• Part 1 – What is SharePoint?
• Part 2 – Creating Content
• Part 3- Working with Views (this post)
• Future SharePoint Basics Goodness…

Back in Part 2, I touched on SharePoint Views briefly in the context of creating content.  In today’s post I want to go a lot deeper with views and show you how to work with them while will help any SharePoint user work more effectively and efficiently.

CRM Adoption Tips: Keep Your Lists Short and Manageable

“Paralysis by analysis” means having so much data that it becomes difficult to take any action. And it is an issue that organizations frequently run into with getting users to adopt a customer relationship management solution. Users see long lists of activities, leads, opportunities, cases and accounts - and they don’t know where to begin to manage their day in the CRM system. The results can be devastating to the bottom line and often include: failing to work the best leads, opportunities slipping through the cracks, key customers being ignored and follow-up commitments aren't met. Ultimately, it may lead your team to abandon CRM and go back to more familiar ways to manage relationships.

Update the Default Associated View on a CRM 2011 Form

Our Project Managers use Microsoft CRM to manage and track all of our projects – including the project plans, financials, time tracking and expenses.  When combined with SharePoint, our Agile Project Management solution has become a great way to carefully track all the details of our projects and communicate with our clients.  During a recent update to this solution, our Project Managers asked us if we could use a different view for the Time Tracking entity than the associated view.

After doing a bit of research we found that this is possible to some extent, but it is not well documented.  So here are some options for changing the associated view on a specific Microsoft Dynamics CRM 2011 form.

Working with Views in Dynamics CRM 2011

[NOTE: This blog is the first in a series on working with views in Microsoft Dynamics CRM 2011.] Microsoft has continued its focus on improving the user experience in its new release of the software by incorporating a number of new features for users and administrators to make configuring, using and administering views easier and more powerful. Based on some recent demos we’ve done for clients, I’m putting together a few blog posts to examine some of these improvements. The first of these posts ...