Tag: Dynamics 365

New high-density headers have been introduced for Dynamics 365 Entity Forms as part of 2019 Release Wave 2 for Unified Interface.

Let us try to understand various settings available for it

Log in to

https://make.powerapps.com/

select the environment, and select Data à Entities à Forms

Click on Edit Header Density to open the properties section for the Header. This setting is only available in the new form model app form designer.

Let us first uncheck High density option and see how it renders in the Contact Main Form.

Result:

• The first 3 fields appear on the form within the Header section and the remaining 6 fields appear in the flyout section of the header.
• The editable fields are rendered as editable and read-only fields as read-only.

On resizing the browser, the fields in the header are rendered in the Summary tab.

Now let us check with only High-density option enabled

Result:

Only the first 4 fields appear, there is no fly out section and all the fields are read only.

On resizing the browser, the fields in the header are rendered properly.

Now let us check with both the options enabled

Result:

The 4 fields appearing in the form are still read-only.

However, we can see all the fields being available in the flyout section both editable as well as read-only.

On resizing the browser, the fields in the header are rendered properly

Along with the flyout section

Thus, based on the total number of fields and types of fields i.e. read-only or editable, we can select the appropriate options of rendering for the Header in the new Unified Interface.

Meanwhile, the headers in our legacy web client

Hope it helps..

With 2019 Release wave 2, now we have Save and New button available in Unified Interface.

However, for now, it is limited to the Quick Create Form.

For our main form, for both legacy web client and unified interface form, the Save and New button is not available in the command bar.

• Unified Interface –

• Legacy Web Client –

Let us try unhiding the button using our favorite XrmToolBox Plugin – Ribbon Workbench.

Select the Save & New button on the form and click on the Customize
Button.

Remove the below display rules and publish the changes

• Mscrm.HideOnCommandBar
• Mscrm.HideOnModern

We now have the button available in our legacy web client’s form.

And also, it is working as expected.

We can also use the shortcut CTRL + Shift + S
to save the form and open a new form for our legacy web client form.

We also have the button appear in our new Unified Interface however it throws the below script error.

The below answer from Linn Zaw explains the reason for it not working in Unified Interface.

Below is the screenshot of the form (with Save & New button) in CRM 2011 before it was hidden in the product starting from CRM 2013 with the introduction of the new command bar.

Hope it helps..

The new capability allows salespeople to write an email in the context of the record. Email opening in the non-blocking pop window allows salespeople to refer to the data without navigating away from it, easily attach documents and can leave the drafts record open.

The existing experience à

Clicking on the email

takes us to the new entity create form

To enable the new experience, navigate to App Settings and apply the Enhanced email

Now with new enhanced email, we can easily refer/copy values from the main record, attach files, insert templates, etc.

We can also navigate to other records, with the popup email windows still open.

Below we have navigated to the account record and we still have our email window open.

A salesperson can also have multiple active draft emails open simultaneously.

Thus, the new enhanced contextual email feature makes working with email much more intuitive / productive for the salesperson

Hope it helps..

Below are some of the capabilities added in Dynamics 365 for Sales with lead management.

It applies to both Unified Client Interface and Classic Web Client 

When creating a new lead, for Qualify sales stage,

on the selection of Existing Contact

First Name, Last Name, Job Title, Business Phone, Mobile Phone, and Email field will be populated

On selection of Existing Account

Company Name will be populated.

Ability to choose which records to create (Account, Contact and / or Opportunity)

To enable go to Sales Tab of Administration à System Settings

Qualify lead dialog box à

The Qualify Lead dialog box was always part of the product which was removed later, and the contact, account and opportunity records were auto-created based on certain conditions which are nicely explained here.

https://www.crminnovation.com/blog/qualify-lead-crm-2011-vs-crm-2015/

https://ledgeviewpartners.com/blog/how-to-qualify-a-lead-in-microsoft-dynamics-365-crm/

This is how the old dialog box looked like.

Notes and attachments associated with the lead are displayed in the opportunity record that is qualified from it.

Lead Record à

Opportunity records created from the lead have the notes associated.

Thus, these capabilities bring faster capture of lead information, more control of which records to be created as part of lead qualification and also quick reference on the opportunity records created through lead qualification.

Hope it helps..