“Skip to the end”
You’ve previewed a report in Business Central and its 80 pages long and now you’re looking at the controls to scroll pages and there’s no icon to get to the last page, all you see is something like this:
The ability to views other fields from other related areas of CRM from within a record form has been around for a little while as “Quick View Forms”.
Utilising these you could view say a contact’s job title, email and phone number, whilst in a case record.
Microsoft Teams is fast becoming the collaboration platform, especially in the context of the pandemic.
Most are using it for internal (video) calls, messaging and some file management, but did you know you can use Dynamics 365 CRM from within Teams and also use Teams within CRM? Read more >
Microsoft are adding a feature to Teams that allows you to swap between different accounts whilst still in the application, rather than having to sign out and sign in again.
Sometimes getting a user’s security access to particular records spot on can be fiddly and you’re not quite sure why access has or has not been given. A new feature added to CRM will make this process somewhat easier.
Within a record a new menu option will appear called “Check Access”
Additional email options have been added to Business Central.
Previously a single email account was used to send all documentation from but now several options have been added so that, for example, you can specify that all users send sales documents from one email account, and purchase documents from a different one.
Using dynamic segments filtering in D365 Marketing allows you to re-use a segment time and again for targeting your contacts for marketing, but then you add a segment based on an interaction, say clicked/open/received an email and you appear to be stuck with static dates, what you need is to use the additional filter.
A new feature has been added to Business Central where you can set up to be emailed notifications on changes made to selected fields.
Yes, you could utilise the standard audit log to track changes to fields within the system but this added feature allows you to know about it as soon as it has happened.