If you haven’t yet tried Microsoft Dynamics 365, you’ve come to the right place. Let’s go over the basics. This cloud-based platform builds and expands upon the features of Microsoft Dynamics CRM 2016 while allowing you to access and upload data anytime, anywhere. It focuses on and unites the things that matter most to your business: people, data, and processes.
Big or small, non- or for-profit, Microsoft Dynamics 365 offers something for every organization Subscriptions are flexible and allow you to purchase the specific apps and access levels that make the most sense for you. If you don’t need the functionality of an app, you don’t have to pay for it. If 90 percent of team members don’t need administrative privileges, the price reflects it, with user licenses available for as little as $8 per month.
Combining customer relationship management (CRM) and enterprise resource planning (ERP) tools, Microsoft Dynamics 365 provides everything from customer-facing portals and automated email marketing campaigns targeted at specific markets to coordinating across departments and scheduling the appropriate resources based on skill, location, and availability.
Dynamics 365 can aid your customer engagement, employee empowerment, operations optimization, and product transformation efforts, and take your business to the next level.
In Dynamics 365, the theme determines the colors within the platform, the icon in the upper left corner of the screen, and the tooltip that appears when you hover over this icon. In addition, the theme is easy to customize.
Click the down arrow to the right of the current app name along the top of the screen, then click the Settings tile. You may have to use the arrows to scroll over, depending on the number of apps you have.
Click Customizations within the Customization column.
On the page that appears, click Themes.
You’ll see CRM Default Theme in the All Themes view. The easiest way to create a custom theme is to click the check mark to the left of this theme name to select, then click Clone.
Copy of CRM Default Theme will be the name of the cloned theme; click the check mark to the left of this theme name to select, then click Edit.
When the theme opens up, enter desired text to name the new theme, and desired text for the logo tooltip; remember that the tooltip text is what appears when you hover over the logo in the upper left corner of Dynamics 365.
Next, enter the desired hex (HTML) value in the Navigation Bar Color field. This will change the color of the bar along the top of the screen. You can change any or all of the other colors shown on this page as well, in the same way.
Next, you can add a custom logo by clicking the magnifying glass for the Logo field, then selecting a logo from the dropdown list, clicking Look Up More Records, or clicking New.
If you click New, next you’ll need to enter text in the Name field; note that spaces are not recognized since you’re adding a web resource, so use underscores in place of spaces in the name.
Enter text in the Display Name field (spaces are permitted here), and the Description field, if desired.
Click within the Type field, and choose the appropriate file type from the dropdown list. Make sure that your logo file is one of the listed types.
Next, click Browse, and select the logo file from its location on your computer. Click Open.
Click Save, then click Publish All Customizations.
Close the popup window.
Now, after you add a new web resource, you’ll need to click the magnifying glass for the Logo field again, then click Look Up More Records.
In the window that appears, scroll or search to find the resource, then click the check mark to the left of the resource name to select it. The word “new” is added at the beginning of your web resource name, so keep that in mind when searching. Select the resource you just created, then click Add.
When you’re finished customizing, simply click Publish Theme. This will apply the theme to your instance of Dynamics 365 immediately.
At any time, I can change the theme back to the default theme, simply by returning to the Themes, page, clicking the check mark to select it, and clicking Publish Theme.
That’s it! You’ve customized your theme in Microsoft Dynamics 365!
For more videos, blog posts, and information on Microsoft Dynamics 365, visit xrm.com!
Global Search is a feature of Microsoft Dynamics 365 that should not be overlooked. It allows you to query multiple entities simultaneously with the magnifying glass icon in the upper right corner of the screen.
While out-of-the-box, Global Search is set up with default settings, customizing the entities and fields it searches to meet your business needs is simple. Let’s detail both parts: selecting entities and selecting fields.
Selecting the Entities for Global Search
Within Dynamics 365, click the down arrow to the right of the current app name, choose the Settings tile, then click Administration within the System column.
On the Administration page, click System Settings. In the window that appears, within the General tab, scroll down to the Set up Search section. Click Select to select the entities for categorized search.
The Selected Entities column shows the entities that Global Search currently pulls results from. As you can see, currently it’s only querying 8 different entities. This is how it will be set up out-of-the-box, but you can actually include up to 10 entities. Be careful, as you can select more than 10 entities in this window, but when you save, you’ll receive an error if there are more than 10 selected. You can do a couple different things in this window.
Here’s a quick rundown:
Select an entity by clicking it in the Available Entities section, then clicking Add.
Remove a selected entity by clicking it in the Selected Entities section, then clicking Remove.
Change the order results are displayed in by clicking a selected entity, then clicking Move Up or Move Down.
Click OK when all desired entities are selected.
Click OK again to close the System Settings window.
Selecting the Fields for Global Search
After setting up the entities to search, you need to update the Quick Find view for the entities you included in Global Search so that the desired fields are being searched within each of the entities.
Click the down arrow to the right of the current app name again, choose the Settings tile, then click Customizations within the Customization column.
Click Customize the System. In the window that appears, click to expand the Entities section, then click the name of one of the entities you selected for Global Search to expand. Within the desired entity, click Views. In the list that appears, find the Quick Find view, click the check mark to the left of the view name, then choose Edit from the More Actions dropdown menu.
In the window that appears, you’ll see a table that shows the columns of information that will display in the Quick Find view for that entity. To the right of the table, you’ll see Add View Columns and Add Find Columns.
Click Add Find columns and check the boxes to select the fields to search on for Global Search. For example, if I add Address 1: City, and Address 1: State, then I can type a city or state into Global Search and return a list of the accounts located there. Click OK when finished.
You’ll notice that the columns shown in the table will not change. This is you’re simply adding fields to search on, not fields to show in the view. If you want to change the Quick Find view, use Add View Columns, then use the arrows to rearrange them.
When you’re finished, click Save & Close.
Now, in order to activate these changes, you must click Publish All Customizations.
That’s it! You’ve selected custom entities and fields to use for Global Search.
For more videos, blog posts, and information on Microsoft Dynamics 365, visit xrm.com!
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