From the Microsoft Dynamics 365 Customer Engagement & CRM Blogs: Date fields; Proactive chats; Entity relationship; Required fields

In this week's Microsoft Dynamics 365 Customer Engagement and CRM blog roundup:

• Defaulting date fields on Dynamics 365 marketing forms
• Omnichannel for Customer Service – proactive chats
• Handling required fields and marketing forms
• Dynamics CRM entity relationship behavior explained

Defaulting date fields on Dynamics 365 marketing forms

On the Megan V. Walker – tips, tricks and solutions for non developer geeks blog, Walker noted that recently a client asked her how a date field could be populated with that day's date on a Dynamics 365 marketing form.

Walker stated that she thought the solution was pretty easy – you could just set a default value. The reality, however, was more complicated. Ultimately a member of Microsoft's D365 Marketing team helped her find the answer.

In her blog post, Walker first explained the steps necessary – complete with screen shots – to populate that day's date on a D365 marketing form. She also explained how to set a date in the future.

Omnichannel for Customer Service – proactive chats

Writing on his blog, Neil Parkhurst stated that in Dynamics 365 you can use Omnichannel for Customer Service to present chat widgets to customers. Typically, you do this by having the chat widget show when a customer visits a website or portal page.

But what if you wanted to proactively prompt the customer to start a chat for one reason or another? Parkhurst stated that Omnichannel for Customer Service includes a proactive chat option so you can offer chats to customers.