Microsoft Dynamics 365 Archives

Case Management Overview (Episode-04)

365proz / October 4, 2019

<– Previous Episode What is a Case? A case typically represents a situation or incident that’s reported by a customer […]

365proz / October 3, 2019

<– Previous Episode Service has changed drastically over the last five to ten years. In the past, a customer would

365proz / October 2, 2019

<– Previous Episode Now we’ll look at the basic record types that are used for service management. Types of Records

365proz / October 1, 2019

Customer service is a key aspect of any customer relationship management strategy. Microsoft Dynamics 365 for Customer Service has many

365proz / August 19, 2019

Alternate Keys facilitates two functions inside Dynamics 365: Duplicate detection based on a combination of fields. Integrating Dynamics 365 with

365proz / July 23, 2019

Rollup Fields rollup information from the related records (or in other words, it aggregates value of related records). Example: Total

365proz / July 22, 2019

Calculated Field allow you to automate manual calculations used in your business. Calculated field comprises of calculations that use fields

365proz / July 20, 2019

Following are the screenshots of how you can configure fields of different data types in Dynamics 365. In this example,

365proz / July 20, 2019

Lookup Fields Lookup fields are used when: You want to select a record from an existing entity When you know

365proz / July 19, 2019

Option Sets Option Sets allow you to create a number of choices to select in a field Option Sets are