Customer Service Core Components (Episode-02)
<– Previous Episode Now we’ll look at the basic record types that are used for service management. Types of Records […]
D365 Customer Engagement (CRM), D365 Customer Service, Microsoft Dynamics 365
D365 Customer Engagement (CRM)
D365 Customer Engagement (CRM), D365 Customer Service, Microsoft Dynamics 365
Introducing Dynamics 365 for Customer Service (Episode-01)
Customer service is a key aspect of any customer relationship management strategy. Microsoft Dynamics 365 for Customer Service has many
D365 Customer Engagement (CRM), Microsoft Dynamics 365
D365 – Create Alternate Keys
Alternate Keys facilitates two functions inside Dynamics 365: Duplicate detection based on a combination of fields. Integrating Dynamics 365 with
D365 Customer Engagement (CRM), Microsoft Dynamics 365
D365 – Use Rollup Fields
Rollup Fields rollup information from the related records (or in other words, it aggregates value of related records). Example: Total
D365 Customer Engagement (CRM), Microsoft Dynamics 365
D365 – Use Calculated Fields
Calculated Field allow you to automate manual calculations used in your business. Calculated field comprises of calculations that use fields
D365 Customer Engagement (CRM), Microsoft Dynamics 365
D365 – Configure Fields
Following are the screenshots of how you can configure fields of different data types in Dynamics 365. In this example,
D365 Customer Engagement (CRM), Microsoft Dynamics 365
D365 – Configure Lookup Fields and Customer Fields
Lookup Fields Lookup fields are used when: You want to select a record from an existing entity When you know
D365 Customer Engagement (CRM), Microsoft Dynamics 365
D365 – Implement Option Sets and Two Option Fields
Option Sets Option Sets allow you to create a number of choices to select in a field Option Sets are
D365 Customer Engagement (CRM), Microsoft Dynamics 365
D365 – Configure Field Properties and Field Display Formats
Field Requirement Optional: No Impact Business Recommended: Recommended from the business point of view Business Required: Mandatory to fill Searchable
D365 Customer Engagement (CRM), Microsoft Dynamics 365
D365 – Understanding Fields
What are Fields? Fields store value based on data types (Text, Decimal, Lookup, etc.) If entity is a table in