Источник:
https://www.powerobjects.com/2017/12...posts-of-2017/
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We’ve had a great year at PowerObjects and that goes for our Microsoft Dynamics 365 blog too! We’ve compiled a list of our top 10 most popular blogs posts for 2017, you check them out below.
10) CRM for Dynamics 365—Relationship Insights
Coming in at #10 is one of the exciting new CRM features of Dynamics 365, Relationship Insights. The Relationship Insights feature is for analyzing our relationships and providing us timely and actionable insights into our sales, communication, and support. If Relationship Insights sounds interesting to you and you’d like to learn more about configuration requirements, then watch this webinar:
CRM for Dynamics 365—Relationship Insights.
9) Dynamics 365 July 2017 Update: Multi-Select Option Sets
We predicted one of the
Dynamics 365 July 2017 Updates blogs would make it on the Top 10 Blogs of the Year and we were right! The Dynamics 365 July 2017 Update has loads of exciting new features and enhancements. As we see more previews, we’ve prepared
blogs and
webinars with all that we know so that you are prepared for the upcoming release. Be sure to
click here to watch the Microsoft Dynamics 365 July 2017 Update webinar series!
8) A Must Know Shortcut: Adding Hyperlinks to an Email Template in Dynamics 365
Take a look at how this must know shortcut became our 8th most popular blog post of 2017. One feature that is not always utilized by our clients is Email Templates. Email templates work well when you want to send out standardized information to customers, but don’t need to create an entire email campaign. One question we receive from many of our clients is how to turn plain text within the body of an email into a hyperlink. Have no fear, this blog will show you how!
7) Two Rockin’ Ways to Enable Editable Grids with Dynamics 365
There are two ways to enable the new “Editable Grids” functionality delivered with Microsoft Dynamics 365. At the entity level, which will turn every view into an editable grid, or specifically on a sub-grid on any form. This blog shows you the steps for enabling either one! For more Dynamics 365 information, check out our
Dynamics 365 page.
6) When You Reassign Accounts and Contacts, All Activities Are Also Reassigned
Dynamics 365 is a wonderful tool and many of the configurations are just as great. There is one configuration in particular that occurs out-of-the-box that can be changed improved in all implementations: the parental relationship between Accounts/Contacts and their child records. This popular blog walks through how to change this behavior for the Account and Phone Call relationship, and these steps can be followed for most Parent-Child relationships in Dynamics 365.
5) Troubleshooting Solution Import Errors
Remember when CRM life was so much simpler that solutions did not yet exist? If you had separate development and production environments and you wanted to move your customizations, you simply clicked Export Customizations and voila! It was done. Those were the days. With CRM 2011, the concept of solutions was introduced, giving us a new set of powers – by picking individual entities, workflows, etc., we now had the ability to group together and move only those customizations we wanted to include in our solution. If you want to learn more about solutions, please have a look at our
CRM Book.
4) D365 In Focus: Get Started with PowerChat in 5 Easy Steps [VIDEO]
In the two short months since this Dynamics 365 In Focus video was released, it’s racked up enough views to nab the title of the 4th most viewed blog post of the year! One of our PowerPack experts, Jack Sapp, addresses how you can get started with PowerChat in five easy steps. If PowerChat didn’t excite you, explore the other thirty-plus PowerPacks we have to offer by
clicking here!
3) 5 Things We Love About Dynamics 365 App for Outlook
Not only do people love the Dynamics 365 App for Outlook but they also love this blog, which is why it comes in at #3 on our list. The Dynamics 365 App for Outlook has gotten faster, smarter, and more convenient. Connecting Dynamics 365 with Outlook, the app makes it easy to track emails, tasks, and appointments without installing any additional software.
Click here and find out what else it can do!
2) Top 10 New CRM Features in the Dynamics 365 July 2017 Update
This Top 10 has become so popular it’s made it as the #2 spot! The
Dynamics 365 July 2017 Update has loads of exciting new features and enhancements, which makes it difficult to pick a top ten. We’ve done our best to highlight the best new features and enhancements. Be sure to
click here to view our complete Microsoft Dynamics 365 July 2017 Update webinar series.
1) CRM for Dynamics 365: Top 10 New Feature
Drum roll please! Coming in at #1 is CRM for Dynamics 365: Top 10 New Features. Along with new branding, this fall release has brought many updates. Many are available for both Online and On-Premises, some – for now – are Online only. See the
full list of CRM for Dynamics 365: Top 10 New Features.
There you have it! These are our Top 10 Most Popular Blogs for 2017. To stay up to date with the latest Dynamics 365 news and tips and tricks – be sure to
subscribe to our blog!
Happy Dynamics 365’ing!
Источник:
https://www.powerobjects.com/2017/12...posts-of-2017/