Newest Features in Dynamics 365 You Are Not Using (Video)

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TRANSCRIPT

Hello, everyone. Welcome to the “Newest Features of Dynamics 365 You’re not Using.” I am your presenter here from Encore Business Solutions. My name is Youngha Kim. I’ve been working with Dynamics 365 since CRM Online or CRM 2016, which kind of correlates to version 8.0. Although I might not have as much experience with some of the older features like 2015 and CRM version 3.0 and 3.4, one of my roles here at Encore is to really dive deep into the newest features that Microsoft releases in the upcoming updates. And so don’t be alarmed by my, you know, small number of years I’ve been working with CRM. My main focus here is working on the newest features of Dynamics 365, and hopefully, you get a lot of new features that you can add on to your company or your organization when you get back to your work.

So here’s the agenda that we’ll be going over today in terms of the newest features. The first feature we’ll be going over is the editable grid, and then we’ll transition into the multi-select option sets, as well as the business process flow enhancements, and we’ll take a brief look at Dynamics 365 app for Outlook or the mobile functionality. And another add-on, it’s not really a new feature but I think it’s a very neat feature that you can bring into your Dynamics 365 environment is what we call the “Not In” advanced find query. This feature allows you to query a lot of records with one-to-many relationship that does not have a record that’s associated to it. I find it very useful, and it’s completely free to you and your users. And then we’ll wrap this session up in a Q&A session.

The main objectives hopefully that you take away from this seminar or session is to get “”you and your users excited about some of the new features in the new version that’s coming out for Dynamics 365. I don’t know if any of you are on the current, the latest version of 9.0, but the latest versions from 8.0 to 8.1, 8.2 has, you know, drastically increased functionality, and the newest features make it a lot easier for your users to make big changes in your organizations without investing a lot of development or customizations in your environment. And that’s one of the things that I found very exciting about working with these features or working within the latest versions is that, for someone like me who does not have a very big technical background, I was able to go in and make a lot of the users and a lot of our clients’ lives easier with Dynamics without having to invest, you know, having the overall in development.

A lot of these new features that came out with Dynamics, Microsoft’s target or objective was to resolve some of the pain points that came with the old versions. I’ll tell you from experience, my biggest pain point that I ran into working with Dynamics was the multi-select option sets. That was one of the newest requested features that came out in version 9.0. And for me, it seems silly that you wouldn’t…from a technical perspective, you won’t be able to add or apply multiple options for a specific record in Dynamics. So I’ll go a little bit deeper into that. But when I first started working with Dynamics, I thought it was a little silly, you know, from my perspective that you weren’t able to do that without having to do custom development.

The next objective I hope to take away from this is these newest features are supposed to be very simple and easy. It doesn’t require, you know, a consultant to work on it for 12 hours or something like that. Any subject matter expert within your organization that has, you know, basic configuration or functional expertise in Dynamics should be able to turn this on or make quick modifications to quickly improve your business processes in your organization and also see immediate value within your users.

And the best part about all these features is that it requires no code. So all of the newest features I’ll be going over, especially even the add-on, will help you and your users increase your experience with Dynamics, your UI experience. It looks so very sleek, very smooth, and it’s all without code. So from my perspective, I see it as a win-win situation.

So we’ll dive into the first new feature that came out with Dynamics. It’s called the editable grid. Some of the prerequisites that you need to enable this feature is that you must be on Dynamics CRM 2016 8.2 or higher version. It was rebranded to Dynamics 365 once they went to 9.0. And this feature will definitely apply to everyday users that modifies data or any records in Dynamics. So any users updating accounts or contacts out of bulk perspective, hopefully, you’ll be able to turn this on for a lot of those users and make their lives a little bit easier.

One of the pain points that I believe that came that this should address if you turn this feature on is that, previously, you have to open every record to edit the values on that record. So for example, if you had an account view or, you know, you queried an account, in order to edit any of the information such as the address or a primary contact, account type, or things like that, you have to open up a new record or a new window in your UI to edit that information. Although it sounds silly when I say it out loud or even when I was getting ready for this presentation I’ve noticed that the editable grid, you know, drastically improved the ease of editing data without having to do an import file or data migration or even a bulk edit, and it saves a lot of users many, many clicks within your Dynamics environment.

I think I worked with CRM 2011 a while ago, and in order to…I would have to edit, you know, tens of accounts, and I would have hundreds of windows open just to see which account I’m editing. And it took a lot of time. It was very tedious. But with the editable grid, you’re able to edit multiple accounts or contacts at once without leaving the web browser or the same window that you have open.

Previously, the other options to edit multiple accounts at once or multiple records at once is using the Excel Online import perspective. And what that would do is take you to Excel spreadsheet, edit your values, and then you’d save it. It’s called Save to Dynamics. That actually does an import file into your environment, which is great if you’re editing just static values, however, any lookup values that reference a different record, you did run into a lot of duplicate errors just because of the CRM import wizard is not powerful enough to look at the underlying GUID of the record. And so this new editable feature will allow you to do that without worrying about the technical aspects of the data infrastructure or the data GUIDs for that.

Similar pain point here was advanced find. You can do a bulk edit if you do a query on any of the entities and looking at a record, but that only limits you to changing to the same value for every record. The editable grid allows you to change different values for different records all in one spot.

So here’s a little screenshot of what the editable grid looks like from a user perspective. I’ll dive into a little bit of a demo after this, but you can see right off the bat, the biggest notice you’ll see between the editable grid and the read-only view is that the lookup values were previously hyperlinks. So if you hovered over any of the record or values, it would be a link to the next record and that is removed from the editable grid view. The next thing you’ll notice is that some of…there are little labels next to some of the values in terms of what you can and can’t edit. The red dot indicates that it’s required field. So if you’re editing this value for, for example, Adventure Works, you wouldn’t be able to save the record or navigate away from the selected record without having any value in there.

There are some limitations with the editable grid. I’ll go into that at the end of this session in terms of the gotcha, but for now, you’ll see that there is some padlocks on some of these fields, that just means that this field can’t get edited within the editable grid view.

The next screenshot here is the subgrid view. So the editable grid is not only limited to the main entity views of that record, you can also allow it or enable it for a subgrid. I believe some of you may have ran into this if you’ve used the opportunity product and the invoice product views in the past. Those views were the first kind of introduction to the editable grid. And the subgrid view here is very similar to that. So if you’re comfortable with using that functionality, you’ll see that available to you in your arsenal when you enable this feature.

To give you a little walkthrough on what it looks like from a user perspective, here is my active accounts view in my environment, and right off the bat, you’ll see this new bar when you have a new toolbar available to you when you enable this feature is the “show as.” You can toggle between the read-only grid and the editable grid view. And so if I turn back, this is what I meant by the hyperlink for this feature. So, if I, you know, click on the link for a primary contact, that will take me directly to that primary contact or that contact record. However, if I switch this back to the editable grid, you lose that functionality, which is one of the limitations, but I find it, you know, it’s a small limitation for me.

So as I mentioned, all you have to do to edit any of the values in the editable grid is just click on the field and you’ll see that it’s basically highlighted. It kind of reminds me of the Excel spreadsheet, except you just modify it exactly right in the middle. Let’s say, I’m in Houston. And then on the bottom left corner, you’ll see that labeled as unsaved changes. And if I navigate to a different record, you’ll see that it’ll update it to saving. And so that’s it. It’s pretty simple. Your users, if they’ve never worked with the previous versions of editing the record by, you know, double-clicking and opening the account, they really won’t see the difference between the two views. However, for those of you who have dealt with this pain before, it’s very nice to go and navigate through different records, update different cities or account types or addresses, other highlighted account information for different records at a time.

As I mentioned before, that you do have the option to edit it within the subgrid as well. And within the subgrid, it’s the same functionality. And you’ll see here that the recommended feature for the field properties also gets displayed, same with the required field for that functionality as well.

Unfortunately, one of the features you lose in the subgrid view is to toggle between the read-only and the editable grid. You lose that functionality in toolbar. However, if you use the ribbon…if you’re familiar with the ribbon workbench bar and the XRMtoolbox, you can enable that back on for this functionality.

If I go back to the main view here, another nice feature of the editable grid is the grouping. So, on top of the filter option is that you have two per column. You also have the option to group it by whatever column you have set up your view. So for example, let me say that I wanna see the accounts broken down by states. And you’ll see that it’ll automatically update to the different values you have within your account. And this is an easy way if you’re gonna do a quick query search, quick, you know, just out of curiosity or you want it broken down, you certainly have that option to do so. For these purposes, you can see I have a small sample size of the accounts, but, you know, for organizations that have hundreds of records, it can be a very nice feature to see broken down into whatever column that you wish to take. So it’s more like a chart inner view if you put it that way.

Some of the limitations with this editable view, as I mentioned earlier, is that you won’t be able to edit some of the padlocks, and the padlocks are specific to certain fields. So within the editable grid view, if you add the column to any composite field, so that’s the address field or from the account record, it’d be the first name…the full name field. So any composites that’s out of the box, you will not be able to edit that information as it’s still locked. The other field or information that you won’t be able to edit is any other field that doesn’t lie directly on the entity of that view. So for example, the reason why this email field is stuck in a locked state is because it’s the primary contact email is from the linked primary contact record. Unfortunately, the views, the view set up, you have access to see the other information, but in terms of editing, you’ll have to go into that primary contact record to change the values.

Speaking of the primary contact, this is one of those unique items that takes a little bit of an additional configuration within the editable grid is if you bring any lookup field as a column on your view, you have to do additional setup to enable the lookup value. So if I wanted to change the lookup, you have that functionality of the available lookup values. However, I did have to set that up within my solution in your customize the solution or customize the system aspect of the editable grid. And don’t worry about…I won’t go deeper into how that’s set up. I do have that broken down in my slides that we will send out to after the seminar. So I have screenshots and a step-by-step process of how to turn…to enable the lookup on the editable grid as well as setting a default for specific views and specific users.

So here’s some of the limitations I’ve got just that are tied to the editable grid. I believe I touched on most of this information or most of these bullet points. One of the things I didn’t get a chance to show you was the customer field. So out of the box in Dynamics, there are certain customer fields that allow you to look up to both accounts and contacts. And because that’s a one-to-many lookup to two different entities, you will not be able to edit that field within the editable grid view. And one other gotcha is that, when you enable this feature per entity, you cannot select what views that you want to enable the editable functionality to or limit that. So it’s really an all-or-nothing approach however you use this. As I showed you, you can still toggle back and forth between the read-only and the editable functionality. Is there any questions regarding the…quick questions regarding the editable views before I move on to the next newest feature? Okay.

The next new feature I’ll be going into is the multi-select option set. As I mentioned earlier, this was one of my highest requested features that I’ve heard as well as a big advocate for your user experience. It is only available to you if you’re on Dynamics version 9.0 or higher. And some of the features I have benefits or beneficial for is definitely for all users entering data similar to the same user group that was for the editable grid. But also, it’s very beneficial for you as an organization because it gives you an option to have a better client profile or a better data structure or data matrix for all your records and how you wanna use this option accordingly.

Some of the biggest use cases I’ve seen is the industry perspective for an account or a contact. Previously, if you wanted to apply more than one, you know, industry, whether that’s accounting and professional services, you’ve had to create multiple fields to capture that information or you had to invest some development work into or JavaScript into the form to allow that functionality. And as a company that specializes in multiple products, as with our clients, we don’t wanna be just specializing in one aspect, we wanna make sure that we can handle a lot of different industries, right? And with Dynamics 365, you have that functionality with the multi-select option set.

It’s very fluid. Some of your users will…similar to the previous feature, if they’ve never worked with any versions prior to 9.0, they won’t really see a difference. It’s more of one of those, you know, common sense things like we have in our diagram, the upper right corner. Definitely, I’ve made this face multiple times when I started working with Dynamics, and I felt like it was something that should have come out of the box or available to you. Unfortunately, it wasn’t available to you until version 9.0. And again, the cherry on the cake here is that you don’t need any code or any custom developers to help you with this feature.

So let’s go back to my environment here. And the multi-select option set, it gets displayed like any other field. So I have created a custom field here for account type. And if I click on the values, you’ll see that every value is displayed in a small text box with an X next to it. If you wanna add more values, you can start typing what you want to type for the option set that you wanna apply to this record. So I think “vendor” is one of the options. So if I start typing vendor, it will display all the options available to you with that. If you wanna see all of the options available to you, you can click this arrow bar, and it will just show you all the options that you can select from. Obviously, the checkbox for this option shows you what’s already applied. And it’s as simple as clicking a checkbox for the rest of the records.

This is what it looks like for if you’re on an account or any other type of record perspective on the form. If you wanted to look at what it looks like for the…in a view perspective, you can see that it’s separated by a semicolon within the account type column, and it gets broken down as such. Using the editable grid, you still have that same functionality. It’s the same as you would on the form, which is also very nice not to worry about having a different experience for your users who’s entering all this information, very sleek, and I find it very easy to use as well.

One of the setbacks that I found with the multi-select option set is how you can query or search or filter down within your data set. And what I mean by that is, within advanced find, you would query your related records however you’d like. And the simple query I have here is I wanna look at all accounts that have account type of either customer and vendor. And so if I kept it together in one line, it will only show me records that have customer and vendor as the account type. Previously, if we had kept this filter with just the regular option set, it will show you all accounts that had either customer or vendor. So that’s a quick change here with how you wanna approach the option set. If you wanna break it up into an Or functionality, you do have to enter a second line to look at the combination of the two. So let me do a quick Or change here, and you can see that will show you just the vendor.

If I go back to the main view, what is actually a little counter intuitive is that if you wanna filter down per account type on the view, it will also do a Or functionality as well. So if I just select customer, it’ll show me all accounts that have the customer as the account type. However, if I select the separate field in terms of a vendor, it will show me all accounts that have either customer or vendor. So it is a little counter intuitive because in the advanced find, when you included both of these options, it gave you an And. However, if you did within the view, it gives you an Or. So you can see here for a City & Power Light account, it only has the vendor, but it got displayed in this query here.

It’s very simple. For me, it was still kind of mind-boggling that it took Microsoft to 9.0 release this feature. However, it is ready for you if you are on version 9.0, and it’s one of the…what I find very useful for your organization helping you, again, with client profiling or it gives you a lot more flexibility into, you know, different types of products they may have or services that they may have. You have that option for any entity you create this field for.

One thing that I do explain later in my slides when you get it is that one of the field properties or field type when you create the field is actually called a multi-select option set, so you can’t turn a already created option set field into a multi-select. It has to be created at a multi-select option set field. But you can use any of the global options sets available to you when you create that field.

Some of the gotchas here is the multi-select option set field can only have up to 150 options. That’s the same as if you create any other global option set in your environment. It seems pretty large to me, so it should meet all of your needs. And again, be warmed with the query functionality within the advanced find and within the view. Any questions regarding the multi-select option sets before we move on? Okay. So here’s what it looks like within just the user perspective, and then the differences between the advanced find and the view.

The next feature we’ll be diving into is the business process flow enhancement. Again, this only applies to you if you’re on version 9.0 or higher. And this quick enhancement or quick configuration setup will be beneficial for all users using any type of business process flow, not just limited to sales. I would say it is the most common in sales if you use the out-of-the-box lead to opportunity process or the opportunity sales process. And the add-on that I’ll be specifically talking about is triggering a workflow, whether that’s you’re entering or exiting a specific stage. So I’ll go into a demo once I get…and later in the slides. But to give you a little idea, one of the biggest requests that I’ve gotten is, you know, if we are moving this sale through different stages, I wanna make sure that people have proper ownership and that we don’t have to worry about emailing other people to let them know that, “Hey, this opportunity or this record is now in your hands.” It’s an easy handoff, and I think, you know, it doesn’t take that much set up, and it should be an easy win for you and your team. It’s very smooth and very user-friendly.

As I mentioned, just briefly touched on, I believe it’s best used for when you’re using a handoff scenario. So if your sales process touches multiple departments, it can be a lot of overhead to try to manage each record. So in a classic sales case, you know, we have a proposal or we have a developed phase and then a proposal phase and then the close phase within the business process flow, and that may hit, you know…initially starts off with the sales team, maybe it goes to, you know, the contracting team or if it gets contracted out, like, who owns that sale and that record. And so, a workflow can be triggered, whether that you enter or exit that specific stage. And instead of, you know, creating an email to let them know, we can also trigger the email within the workflow that you have set up, and it’s just to get them a heads up that, “Hey, this is a…this opportunity or this record is now ready for you. You now own this.”

And with the easy handoff, if we use the scenario for example and we assign the new owners, we can also use a dashboard or a query perspective for individual users that gets automatically populated with a lot of these records. And so the flexibility and your functionality you can introduce that can meet your business needs is very large, and hopefully, you can take this on and turn this and add this feature to your organization.

So a classic scenario that I mentioned is just kind of the handoff stage for your opportunity. And what I’ve done is that I want to show you all of that. If you wanna transfer the account or the opportunity to somebody else, you certainly have that functionality when you trigger this workflow. The scenario I’ll be going over here is from…if you leave the develop stage of this opportunity, I want to assign the opportunity of this owner to the owner of the account. And so let me just double-check that this is going to be a different user. So I’ve already built my workflow and added it on to this business process flow enhancement. And so you notice that I am the owner for this opportunity, however, the account owner is the business application platform, so a different user. And so if I were able to move on to the proposed stage, so within the business process flow, you’ll see that, with a quick refresh, it’ll recognize that this owner is not the same as the account owner, and so that workflow would get triggered and that owner will be updated to the owner of the account.

Sorry about that. Let’s try that again. Refresh. And you can see here that now the owner has been changed to the proper owner that was on the account. And again, the handoff here is very simple. It’s pretty straightforward. Your business needs may not be as simple as this, but if your objective is to have proper ownership of your sales or proper ownership of any type of records, you have that functionality whenever you’ve enabled this business process flow enhancement.

One of the limitations that come with this enhancement is that the trigger point for the workflow is whether it’s gonna be stage entry or stage exit. So within every business process flow, you have a stage depicting where that is in the process. You can’t add any more functionality to that in terms of a trigger point, and so when you create your workflow, it might be counter intuitive to set up a trigger for the workflow and a trigger for the business process flow. However, just keep in mind that when you create the workflow to do whatever action that you would like it to do, the trigger will be at two points. So you don’t have to worry about the stage entry or stage exit to trigger that workflow.

Another gotcha is that if the desired action or desired functionality you want is a little bit more complex, you do have to set up that workflow in advance. So I’ve created my workflow to assign that opportunity or record to a different owner. That’s one functionality. The other thing that comes at your arsenal is that you can trigger email, create new tasks, create new records, all the functionality you have within creating a workflow you have, it’s just this is triggered based on a stage entry or exit.

The other limitation is that when you go back to a stage in the opportunity, that is considered a stage entry. So for example, in that scenario where the proposed was the next process after the develop, if I went back to the develop stage from the proposed, that would be count as a develop stage entry. And so that’s something to keep in mind, that some of your processes may not always be linear progression, it could be a linear regression that still counts as the same trigger or same action for the business process flow enhancement. Any questions for what was available to you with the business process flow enhancement? Okay.

The next feature we’ll be looking at is the Dynamics or enabling the Dynamics 365 app for Outlook for your mobile users. Previously, I don’t know if many of you have used the Outlook add-in or the add-on to your desktop Outlook, it gave you the functionality to track email records, track activity, track any contact appointments and such from your Outlook calendar or Outlook desktop to your Dynamics 365 environment. One of the biggest limitations was that it was never readily on the go for you, for those people that use phones or tablets for different sales meetings or different appointments and stuff like that. However, with this new app, you have that functionality available to you on the phone.

There are some limitations or system requirements that does need to be…that you do need to be on in order to make this work. The biggest thing is that you have to be on Exchange Online and you have to be on Dynamics 365 Online. Anything of a hybrid or on-premise perspective, you will not be able to have the mobile functionality. You can still use the App for Outlook if you do have a hybrid, however, in order to get the mobile tracking to track emails from your phone, you do have to be on the Exchange and Dynamics 365 Online. With that, there are some mobile system requirements as well. It’s only available to you on iOS and Android or iPhone and Android, either on iOS 8 or higher or any of the versions listed for the Android. Myself, I’m a iPhone user, so I found it very easy. I downloaded the Microsoft Outlook app on my phone, and whenever it’s connected to your mailbox, you have that track functionality. I use it quite daily to be honest. Whenever I get an email that I need other users accessing the record to see, it’s very simple.

So why you need to deploy the Dynamics 365 app for Outlook is that the…I’ve heard it from a lot of clients that they lose data or they lose activities within a client management or a client profiling or any, you know, sales opportunity you have within your system. And that’s valuable data. Any interaction you have, any conversation you have via email, or any appointments you have, a lot of the sales teams I think is more…approach this as a, you know, one-off approach that they’re the owner of the sale or the conversation with the client. However, if you’re in an organization that has multiple people touching the sale or, you know, talking to the client, then they need to know all the information that’s been going on. So from the first direct touch point all the way to the end of the sale, if you use the track functionality within your mobile app, any users accessing that record, whether in Dynamics or on the phone, can see all that information right on the go. Previously, if you didn’t take your computer with you anywhere you want, anywhere you went for the sale, you wouldn’t be able to have that information. A lot of users used to take notes and take a picture and then upload it as an attachment. However, anything on the go, your users can take a phone or tablet to access all that information.

As long as you have all your users using the Dynamics 365 App for Outlook, again, I think it adds tremendous value to your CRM system. You know, all that information actually is very valuable, especially if you’re dealing with clients that talk to multiple people within your organization. Everybody can stay up to speed on everything that’s been conversed and what the client is looking for or any other inquiry that you have. So for someone like me who provides services to the client, I wanna see everything that’s been talked about. Maybe they had, you know, a conversation about a specific add-on or a specific feature or something that they are really interested in, I can see that for myself without having to go to the salesperson and talk for 30 minutes to figure out what’s going on. So again, it’s increase in data cleanliness and also increase in data functionality and your client management and customer relationship management for your Dynamics environment.

Unfortunately, I was not able to set up, you know, a hands-on demo for my phone to our environment, however, these are screenshots I have from my phone that I’ve used in a previous environment. You can see when you get the email, all you have to do is tap on the ellipses that came under the email and then this Dynamics 365 button will pop up. And when you tap that, you can track any email to any record. It gets recommended to you based on the email that you received it from. However, you can also search for different records if they don’t exist in your Dynamics environment. Create new records if it’s a new person that you’re interacting with. If it’s a new of account, you can certainly do that as well. You can track it with any opportunity. You have all that functionality with you on the phone. And for your users, I think it’s a very valuable tool for you to get all that information. And, you know, we always say you get what you get, get what you put in in terms of your end result. And as long as your users are using the tracking functionality, there should be no lapse in conversation or a loss of data within your environment.

Here are some of the limitations with this feature. However, I cannot stress this enough. If you want the mobile functionality, you have to be Dynamics 365 Online and also Exchange Online for your organization. However, as I mentioned, you can use the desktop functionality if you’re a hybrid, but if you wanted to be on the go, you do have to be online for both D365 and Exchange. Also, you do have to download the Microsoft Outlook app. So it doesn’t come with you with the mail app that came default with your phone, you do have to download the Outlook app. And once that’s…if it’s enabled for you, there’s no additional setup, it’s just ready for you to track and ready to go.

Some of the things I didn’t go into for this presentation purposes but it is broken down in my slides, is that you do have to enable the Outlook security role as a privilege and also earlier versions of 9.0. It will stuck in preview mode, so you do have to enable that. It goes deeper into the setup and the configuration perspective later in these slides which will be handed out to you after this presentation. Well, any questions before we move on to the new add-on? Okay.

Finally, this is a new add-on I hope that your users will love. I know for sure I loved it when I found out that this was available to me. It is a third-party add-on from Cobalt. It’s called the “Not In” query. The prerequisites can apply to CRM from 2013 and on, whether that’s on-premise or online. And this query definitely allows you to look at all records that doesn’t have specific things associated to it. So one of the use cases that I’ve seen is, you know, I wanna see all accounts that doesn’t have any leads within our system. If you use the out-of-box lead entity, it’s like, you know, how long have we had this account and why haven’t we been making any sales to them, right? We want to make sure that all the accounts or all the data in our environment is getting touched on for all of our services or products or anything like that. It’s more of a better client profiling tool than anything in your Dynamics environment.

Previously, without this tool, the only way you get this type of query is you have to look at all of the leads available to you and search, you know, if there’s any leads for a specific account as a one-off. So you have to check every account one by one, and you can see how that can get very tedious if anyone wants to do it, especially if you had over hundreds of accounts, right? So you would have someone or a system look at, do that query for all those accounts to see the “Not In” query. So here’s the link. It is available to you. Just sign up with your email, excuse me, and then the solution will be sent to you in a zip file and you import it within your solution.

So let me dive into what that looks like for you in advanced find. So a view that I created was…one scenario that I showed in that slide was I wanna see all accounts that does not have any cases, right? And so I wanna look for accounts. And for your query, you scroll down to the cases that’s linked by the customer. And when you enable or install that solution, you have this new feature that’s next to you, whether that does not contain data or contains data. So the “Not In” query specifically relies for the, does not contain data. And it just looks for all accounts that doesn’t have any records that’s the associated record in the query. And so if I click results, you can see that I only have one account, the A. Datum Corporation that doesn’t have any cases applied to them. And so, as a use case scenario, I wanna look into this account further and say like, “Are we sure that they don’t any cases? You know, that’s great for us. Maybe they don’t have any support cases for us.”

And if I look into the associated records for this account and I go to the cases, you can see, you know, these are the…I think this is not right. Sorry about that. Let’s look at [inaudible 00:49:00] data results. There you go. [inaudible 00:49:09] add-on. Again, you can filter that on for multiple entities that’s related. The other one I showed you was about the leads. If you wanna see all accounts that doesn’t have any leads tied to that. And again, this does get broken down into the other options that’s available to you. In my slides, there’s a multiple use case scenario that you can use, however, I find that if we use it in-house, the marketing team really loves this tool a lot because they use advanced find to figure out, you know, who doesn’t have any type of records associated to them. Previously, you wouldn’t need a big SSRS support or, you know, multiple reports overall to get to the data. I think that should be very simple.

The only gotcha I found with this solution is that it only works for advanced find views. It does not get brought to your system view within your solutions. If you want to share this view with all of your other users, you have to enable and share it to all your other users within the advanced find saved views perspective. But I believe that a valid workaround is not as smooth, but you can share to all of your other users if you wanna make it a system view.

So I open this up for questions for not just the Cobalt, not in functionality, but any questions regarding any other functionality that we went over in the features, etc.

 

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