The Microsoft Dynamics CRM Platform Enhancement Discussion

  • Cortana Integration for Dynamics 365


    Cortana is your digital agent. It will help you get things done.

    Cortana supported Operating Systems: Windows 10 Version 1703, for mobile Windows 10 Mobile Version 1703.

    Cortana integration with Dynamics 365 is a Preview feature and it was introduced in Microsoft Dynamics CRM Online 2016 Update. To use this feature, it must be turned on and the license terms must be accepted.

    Using this …

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  • OneDrive for Business in Dynamics 365


    Microsoft Dynamics CRM 2016 released new concept of OneDrive for Business in Dynamics 365. Using this, users can create and manage private documents with OneDrive for business and those documents can be accessed within Dynamics CRM in the document grid.OneDrive for BusinessOneDrive for Business is not the same as OneDrive. OneDrive is free online personal storage that you get with a Microsoft …

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  • Security Roles in Dynamics 365


    Why we use security roles?To control data access, you must set up an organizational structure that both protects sensitive data and enables collaboration. You do this by setting up business units, security roles, and field security profilesSecurity rolesA security role defines how different users, such as salespeople, access different types of records. To control access to data, you can modify …

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  • Interactive Service Hub in Dynamics 365


    Interactive Service Hub was introduced in CRM 2016 online and CRM 2016 on premise version.

    The interactive service hub is designed to simplify your day-to-day job, and is specifically optimized for customer service.

    It shows you all your vital information in one place, and lets you focus on things that require your attention

    It’s loaded with richer dashboards and redesigned forms that …

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  • Social Pane Activities Sorting Control in Dynamics 365


    With improvement in Dynamics 365 social pane, it is now possible to sort activities. Based on the field Like Due Date, Last updated, Actual end date and Actual Start

    For Example:-

    Here, sorting order can be set according to requirement. Go to Form Editor → Double click on Social Pane.

    In Activities Tab Properties, select Activity Wall tab, as seen in the below screenshot.

    Now you can …

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