Quick View forms are a great way to view information from different entities while remaining on a single record. Quick view forms enable you to surface data from associated entities and display the data in read only mode on the form. This is done through linking the two different entitles together using a lookup field. Below you’ll learn how you can setup your own quick view form in just 3 easy steps.
1. Create a Lookup field
The first step in setting up a quick view form is to ensure you have a lookup field to the entity where the data is stored. If you do not already have a lookup field created, you will need to create one. To do so, go to Settings > Customizations on the navigation bar and select Customize the System.
Next navigate to the entity you wish to add the lookup field to, and thereby surface the Quick View form on. Click the Fields node, and create a new field.
Once you click new, the following pop up window will appear. Indicate a display name and change the data type to Lookup and select the entity you wish to associate to. Once that is done, click save and close.
2. Create a Quick View form
Next, we need to go to the entity the lookup was created for and create the quick view form. Navigate to the entity and go to the form section. Once there click the new button and pick Quick View Form.
This will open the quick form editor window. Here simply drag and drop the fields you wish to display to the form body on the left.
Once the desired fields have been added, click save and then publish.
3. Add the Lookup and Quick View form to a Form
Now that the lookup field and the quick view form have been created, it is now time to add them to a form where you want the associated data displayed. Go to the form you wish to display the quick view form on.
Open the form editor, drag the lookup field onto the form then switch to the insert tab. Here click Quick View form.
This will open the quick view control. From here, give your quick view form a name, select the lookup field you created earlier, pick the related entity, as well as the quick view form you created. Once done click OK.
This will create a field on the form. To apply these changes click Save and Publish on the Home tab.
Below is a preview of the result.
You can now brand your Dynamics 365 environment! Themes allow you to apply your distinct logo and color scheme to your Dynamics 365 environment. Three simple clicks and you are well on your way to a D365 environment with a look all your own.
1. From the Navigation Bar, select Settings
2. Select Customizations
3. Select Themes
Upon navigating to Themes, a few out of the box themes will be available to select and set as the default theme. The default themes cannot be modified, but can be cloned, should you want a head start on designing your theme. Otherwise, you can put your designing skills to the test and get theming.
Start by selecting an out of the box theme and cloning it, or create a new theme record.
Theme colors are defined using hexadecimal codes. You will need to either know the hexadecimal codes you want to use or find a good online resource, such as http://www.color-hex.com.
A fascinating feature is the ability to take a test drive of the User Interface with the newly defined color scheme before it gets released to your organization.
When you are ready to release the new theme, thereby making it the default, you can either select the theme from the Theme view and select Publish Theme, or do the same from within the theme record.
Wouldn’t it simplify things if you could go to one record and see everything you need to see? Ever find yourself heading into a meeting, and wish you could quickly “ramp up” on all interactions with the Customer? Getting the total picture in one place, enabling you to see every touchpoint, this is the benefit that sub-grids afford you.
One of the great things about Dynamics 365 is that it allows you to customize entity forms to display the information most relevant to your business. You will quickly find that providing your users with the ability to see, at a glance, a subset of related records when viewing a lead, contact or account record provides immeasurable value.
For example, your salespeople may benefit from seeing all tasks related to an account directly on the account record. Instead of having to navigate to a separate page or running an advanced find query, you can easily set this up by adding a task sub-grid to the account form.
To add a sub-grid to your account form, open the D365 form editor directly from the account record’s ribbon menu or by opening the general customizations menu, navigating to the account entity forms, and selecting the account main form.
Once you’re in the form editor, select the section that you want to add the sub-grid to, switch to the form editor’s Insert tab, and click the Sub-Grid button.
This will open the sub-grid properties window. The most important part of this window is the data source section, in which you select the records that are to be included in the sub-grid.
In the screenshot below I selected to populate the sub-grid with the account’s related task records, but you can choose any of the account’s related entities. In the data source section, you can also specify the default view that will be used to populate this sub-grid, while the additional options section lets you choose any additional views which will be available, as well as whether or a not a search bar will be included.
When you are satisfied with your settings, click the OK button to insert the sub-grid on your account form. Now, all you need to do is click the Save and Publish buttons in the form editor to confirm the changes to the form. Once this has been completed, you will see the sub-grid displayed on account records.
Ever have the problem of scrolling down a long list of options only to miss what you were looking for? What if there was a way to limit your option choices based on values previously selected? Well now there is!
Dependent options in Dynamics 356 gives users the ability to filter down a long list of option values to just a handful of choices based on previously selected parent fields. This feature dynamically updates the options users see based on pre-set business logic.
Take the following transpiration data model as an example.
Traditional Option Set
Traditional option sets simply display all the options for each field without any consideration for previously selected option values. This method is cumbersome when it comes to long lists and can feel very redundant when looking through lists where some of the options obviously shouldn’t be there based on previous values selected.
In the example below, you will notice that regardless of which Transport Class you pick, you will still be shown the entire list of Transport Type options.
Dependent Option Set
With dependent option sets, Dynamics 365 will automatically exclude options based on your previous selection. This makes selecting the right option much easier. As you can see below, once the user has selected the Transport Class as Public. The Transport Type option will automatically filter to only show options available based on the selected Transport Class.
As you can see, this feature is sure to provide many benefits to users working in Dynamics 365. Below are just some of the immediate benefits your users will experience.
- User Friendly: Less is more! Instead of bombarding users with tons of unusable choices, dependent option sets make finding the correct option easier.
- Time Saving: With less options to go though, users reduce time spent entering data, and get back to the things that really matter.
- Eliminate Errors: With logic built into the option set, prevent users from selecting the wrong option by accident. This over time will improve overall data quality and reporting efficacy.
Isn’t it maddening to fill out the same fields, with the same info, when creating a child record directly from its parent form? Well -- Stop Doing It! Let the system fill out those fields automatically for you, instead of eating up your own time on it!
One of the “quiet” features of Dynamics 365, that will significantly save you time and protect data integrity, is Field Mapping. The purpose of field mapping is to copy certain values (e.g. address fields) from a record to an associated record (e.g. a contact created from an account)
The following details how simple it is to create field mapping relationships.
In Customizations, locate the Account Entity, and go to the “1:N Relationships” node.
Locate the relationship which you want to carry values over (in this case, Account to Contact).
In the relationship editor window, click on Mappings.
Select the field to be mapped from the SOURCE entity, which is the entity you are starting from (Account). Then select the field for your TARGET entity, which is the destination entity (Contact), that you want auto completed. Click OK once you are satisfied with your mapping. Repeat this step for each field you want to create a mapped relationship for.
There are a couple things to be mindful of with field mapping: The Data Type must be the same for both the Source and Target fields (e.g. Option Set to Option Set, Whole Number to Whole Number) and the destination field length should not exceed the source field length. Also be aware that this is a mapping upon record creation, updating values in the source record will not update the target record and updating values in the target record will not update the source record. For example, updating an address in accounts will not update the address in contacts. There are other ways to achieve those requirements, but we will save that for another blog.
Ever had your boss ask you to pull a report which meets a specific set of criteria or sat scratching your head trying to pull up a record, but could not recall the exact details? With Advanced Find in D365, you can find exactly what you are looking for in just seconds. Advanced Find is the most powerful and robust tool in Dynamics 365 for searching. Using intuitive, user friendly features, you can quickly create queries and search your entire D365 database with ease.
At first glance Advanced Find may appear a bit intimidating, however once you become familiar with it, you will find yourself using it all the time, and wonder how you ever worked without it.
Continue reading to learn everything you need to know to get started using Advanced Find today!
The Advanced Find button is simple to locate, no matter which screen you are on, because it is housed in the D365 navigation bar.
Once you click on the Icon, a window like the following will appear.
In this window you can find every entity in D365 by clicking on the “Look for” drop down. In the drop down, select the record type you wish to perform a search on.
Next in the Details area, choose the fields you want to perform the search on, the query operator (equals, contains, begins with...), and the data value.
You have the ability to add multiple conditions, so repeat these steps for each condition of your query. By default, all conditions are processed as an AND condition.
To display results matching any of the specified requirements you will need to add an OR grouping. To do so, select the arrow next to each of the field names that you want to include as an OR statement, and choose Select Row. Then in the navigation bar, select Group OR.
Once you have entered all your query conditions, click Results in the ribbon.
See, that wasn’t so hard was it?
Now that you know the basics for using the Advanced Find feature in D365, you can query the system with ease and find exactly what you are looking for. However this is just the tip of the iceberg.
It’s vital to capitalize on opportunities and convert leads successfully in order to run a successful business. Relationship selling is a must, and Microsoft Dynamics 365 for Sales is there to help. The customer wants to feel appreciated and their business makes a difference. Finding someone to sell them something is easy, but what they really want is someone to guide them to make the best decision. It’s your duty to build rapport with the customer to uncover their needs, and remember, no two customers are ever the same.
As your company continues to grow, this statement will become more and more accurate. New opportunities are always going through the funnel and you need to make sure that you’re ready with the right tools to assist all the new and existing customers. Microsoft Dynamics 365 for Sales allows you to create individual records for each of your opportunities. This allows you to follow-up with your customers in real-time and makes sure you capitalize on all opportunities, so none fall through the cracks.
Microsoft Dynamics 365 for Sales allows you to create profiles for each opportunity and then organize them accordingly. Once the opportunity has been created, you can document and record all of the interactions, notes, and reminders you might need to re-engage in the future. No matter where the opportunity is in the sales process, tasks and events can be crated on the spot to remind you when to reach out to the customer again.
Having a Microsoft Dynamics 365 for Sales system in place will help your company not only organize your leads but make sure to capitalize on each opportunity. If you wish to take a test drive of this system, please visit our free CRM demo http://www.websan.com/demo/dynamics-crm and see what this system can do.
Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner
Continuing from our previous blog post, we’ll further discuss the process of capturing leads and how to develop them into potential customers. Now that you’ve established your workflow and have found some promising leads, the next step towards gaining new customers is to build on your relationship with your leads and to nurture them.
What is lead nurturing?
Lead nurturing refers to the development of a series of planned actions and communication strategies for the purposes of eliciting certain behaviours from potential clients. The idea of lead nurturing is to guide consumers down their purchasing journey, sending them specific and relevant content which can help convince clients that you both understand their needs and assuring them that you have the solution to their problems.
How does lead nurturing work?
When a potential lead engages with your company, ie. by filling out a form on your website, they can be registered into your lead nurturing program. With Microsoft Dynamics 365 for Sales, you’ll be able track the lead’s level of engagement, create lead scores to qualify which prospects show the most interest in your product or services, as well as send out personalized scheduled emails to continue to engage and nurture leads.
Benefits of Lead Nurturing
Not only will this help leads to get to know more about your company, but it will further produce higher quality leads by filtering out low quality leads from higher quality ones. Furthermore, the ability to send out personalized emails will help you build a more personal relationship with potential leads, allowing you to stand out from other competitors.
Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner
No doubt, CRM plays a significant role in today's business world – it provides useful insights, improves customer service and automates everyday tasks. But what about one of the fastest developing industries in the world – the IT industry? How can a $200 billion worth industry benefit from a CRM system? Here are three ways how CRM helps software companies to increase their sales:
1. Determine the best marketing channels for quality lead generation
Does your marketing team know which leads bring you the most value – the ones that were acquired from LinkedIn or the ones that saw your ad on Google? Assessing it without a CRM system is tough. A CRM system can also determine the most effective messages, which influence a sale, and the best time to deliver them. This makes a CRM system an irreplaceable tool for software sales.
2. Develop a well-established customer journey
It always takes time to determine the buying process of your clients, because it's different for each of them. With insights, that a CRM system provides, it's much easier to build a customer journey that leads to a successful sale. The system spots the best points to reach your leads and determines the weakest parts of your sales cycle to turn your leads into customers.
3. Set realistic goals for revenues and profits
When you're running a software startup, it's more than important to understand your financial goals, otherwise, it may lead to the wrong distribution of monetary resources. Yes, you can set up goals for sales using your intuition, but it's more accurate to use data, acquired by your CRM system. A CRM system can help predict sales and revenue for future periods, which helps to make smarter strategic decisions.
Make sure that your software company has a right CRM system to get the best results – try a free demo version of Microsoft Dynamics 365 for Sales.
Alina Hura, Digital Content Creator, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner
With Microsoft Dynamics 365 for Sales and the implementation of marketing automation, managing and nurturing leads has never been easier. With automation software, potential leads can be tracked and nurtured accordingly based on their level of interaction they have with your company’s content. However, establishing a lead nurturing workflow is not a one size fits all process, and requires some initial setup and customization before you can begin to start bringing in new clients. Consider the following three steps before you decide on implementing any CRM software:
1. Understand Your Customers
Before you can begin setting up any sort of automation, you need to understand how your customers interact with your content. Who is your ideal target segment? Is the information and content relevant to their needs? Knowing how consumers are engaging with your company (i.e. social media, blog posts, etc.) will influence the type of content you post and how you choose to interact with them based on where they are at in their customer journey.
2. Plan Out The Steps To Your Workflow
After segmenting your target audience, develop specific strategies that nurture your leads down your workflow. Having leads sign up for newsletters via email has become the norm for many companies, and will allow you to nurture leads through custom emails tailored to where your leads are at in their purchasing journey.
3. Test your workflow and analyze results
Once you’re successfully planned and created the relevant content for your leads, test and analyze the results. Your workflow may require some trial and error, however the information that you gain will allows you to build more effective and efficient workflows in the future.
Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner