From the Microsoft Dynamics CRM/365 Blogs: Form editor; Marketing lists; Power of Under; Message listener

In this week's Microsoft Dynamics CRM/Dynamics 365 blogs:

• Dynamics 365 Form Editor Button Opens a Different Form
• 4 Tips for Managing your Marketing Lists in Dynamics 365
• Don't Forget the Power of Under!
• A Dynamics 365 Local Message Listener for Web Client Notifications - Part 1

Dynamics 365 Form Editor Button Opens a Different Form

On the Magnetism Solutions Dynamics CRM blog, Jordan Hohepa wrote that recently one of the company's clients encounter a situation where the Form Editor button would only open the main form. The problem occurred after the client updated to Dynamics 365. It had never happened with customer's previous version of Dynamics CRM.

While Hohepa was investigating this issue, he discovered that this was out-of-the-box behavior with Dynamics 365, compared to the Form Editor button on the previous versions of Dynamics CRM. The Form Editor button opened the form the user was currently on, rather than the main form.

Hohepa said Magnetism's solution for this was to create a Form Editor button to imitate the functionality of the button in the previous version of Dynamics CRM. Internally, Magnetism uses a bookmarklet button that can be added to a browser for easy access on any record, he said.

You can find the code for the new Form Editor button here.

4 Tips for Managing your Marketing Lists in Dynamics 365

On the Ledgeview Partners blog, Chad Collett wrote that segmenting in Dynamics 365 with marketing lists is pretty simple because of the advanced find feature. If you have information in Dynamics CRM, you can use the advanced find feature to easily create dynamic and static marketing lists with ...