Monthly Archives: July 2019

D365 – Use Rollup Fields

Posted on July 23, 2019 by Paresh Sharma

Rollup Fields rollup information from the related records (or in other words, it aggregates value of related records). Example: Total estimated revenue of open opportunities of an account, Number of high priority open cases across all accounts, etc. Functions available: … Continue reading →

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D365 – Use Calculated Fields

Posted on July 22, 2019 by Paresh Sharma

Calculated Field allow you to automate manual calculations used in your business. Calculated field comprises of calculations that use fields from current entity or related parent entity. It has two important sections: Conditions and Actions. Example: Weighted Revenue, Contact Number, … Continue reading →

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D365 – Configure Fields

Posted on July 20, 2019 by Paresh Sharma

Following are the screenshots of how you can configure fields of different data types in Dynamics 365. In this example, we have use the data type name as the field name for demonstration: Single Line of Text Option Set Multi … Continue reading →

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D365 – Configure Lookup Fields and Customer Fields

Posted on July 20, 2019 by Paresh Sharma

Lookup Fields Lookup fields are used when: You want to select a record from an existing entity When you know that field values can change anytime and are not fixed. For example: Accounts lookup field on Contacts entity Customer Fields … Continue reading →

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D365 – Implement Option Sets and Two Option Fields

Posted on July 19, 2019 by Paresh Sharma

Option Sets Option Sets allow you to create a number of choices to select in a field Option Sets are used when the choices are limited and known For example: Payment Terms (Advance, 7Days, 30 Days, 60 Days) Two types … Continue reading →

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D365 – Configure Field Properties and Field Display Formats

Posted on July 18, 2019 by Paresh Sharma

Field Requirement Optional: No Impact Business Recommended: Recommended from the business point of view Business Required: Mandatory to fill Searchable A field can be searchable or not (Advanced Find, Basic Search) Can be enabled or disabled Field Security To control … Continue reading →

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D365 – Understanding Fields

Posted on July 17, 2019 by Paresh Sharma

What are Fields? Fields store value based on data types (Text, Decimal, Lookup, etc.) If entity is a table in SQL, Field is a column for that entity. Field is represented in Dynamics 365 as: CONTROL: On the Form COLUMN: … Continue reading →

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D365 – Create Connections and Connection Roles

Posted on July 16, 2019 by Paresh Sharma

The connections provide a flexible way to connect and describe the relationships between any two entity records Dynamics 365 for Customer Engagement apps. It helps you to promote teamwork, collaboration, and effective management of business and sales processes. Connections enable … Continue reading →

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