From the Microsoft Dynamics 365/CRM Blogs: Sorting views; Existing contacts; Workflows; Configurable cascading
This week on the Dynamics 365/CRM blog roundup:
- Sorting views by parent entity attributes in Dynamics 365
- What to do when you can't associate existing contacts to an account in the D365 UCI
- Microsoft Dynamics 365 workflows: Keeping track of your processes
- Configurable cascading - prevent auto reassign of records
Sorting views by parent entity attributes in Dynamics 365
On the Magnetism Solutions Dynamics CRM Blog, David Mochrie stated that sometimes Microsoft releases a new feature for Microsoft Dynamics 365 with little or no fanfare.
Sometimes when he comes across these new features, Mochrie stated that he often wonders if the feature had been included from the beginning and he just missed it. Consequently, he often has to look back at older versions of Dynamics CRM to reassure himself that it is, in fact, a new feature.
Mochrie stated that this happened recently when he discovered that you can now sort a view by a parent entity column. He stated that you've always been able to add parent entity attributes to views.
You can read more about sorting views by parent entity attributes and what Mochrie stated are a couple of limitations here.
Can't associate existing contacts to an account in D365 UCI?
On The Dynamics Evolution blog, Chris Huntingford stated that recently he was doing some configuration in Dynamics 365 for a customer who wanted to use the UCI (Unified Client Interface). While he was familiar with UCI, it was the first time he had used it for a live environment.
After a few hours of build i ended up setting up a little training ...FREE Membership Required to View Full Content:
Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us hereor login