Editable Grids and Relevance Search Enhancements in Microsoft Dynamics 365

You were introduced to Microsoft Dynamics 365 in an earlier post.

Now get introduced to Editable Grids and Relevance Search Enhancements in it.

The new Editable Grids offer various capabilities such as Inline Editing, Grouping, Filtering and Sorting of Columns. End Users can find them at the Entity Level, in a Dashboard and also in Sub-Grids inside a Form. Editable Grids are supported on forms in the Dynamics 365 Web Client, Dynamics 365 for Tablets and Dynamics 365 for Phones.

As far as dashboards are concerned, Grids are available in Dynamics 365 for Tablets and Dynamics 365 for Phones.

Some of the tasks that Editable Grids make possible are:

1. Editing rows with most Dynamics 365 field types
2. Grouping and Filtering on any and all columns falling in Current View
3. Sorting all sorts of Columns in the Grid
4. Moving, Adjusting and Paginating Columns in the Grid
5. Showing Lookup Values based on the Value of the Field of the Related Entity
6. Showing Calculated and Rollup Fields As Read-Only, alongside associated last Updated Date
7. Enabling and Disabling Fields based on Security Role
8. Exporting Editable Grids to Excel and Integrating with the Chart Panel
9. Toggling between a Read-Only Grid and Editable Grid
10. Saving the User State (Filters, Sorting and Adjusted Columns) within the Session
11. Using Business Rules and Complex Grid Logic based on Events, including Saving and Updating Records
12. Using Command Bar Actions and Buttons

These sure are set to increase curiosity in Microsoft Dynamics 365 for Customer Services as end users will feel they will get to do more while attending to customers. If these Grids are anything to go by, then you can proceed to check Relevance Search Enhancements.

Relevance Search Enhancements in Microsoft Dynamics 365 comprise the new Facet and Filter support, using which you can drill into as well as explore search results without the need to refine search terms repetitively. There are 4 global facets for Relevance Search, shown by default on the left side of the Relevance Search Results Page, mainly Record Type, Owner, Modified On and Created On fields sharing commonalities with almost all Dynamics 365 entities shown below:

 

Users selecting specific entities in the Record Type facet get to see a list of entity-specific facets, which they can choose from eventually. So if they happen to Select Account Entity, they will get to see additional information about the Account’s Annual Revenue, alongside the Industry they happen to be in and also the Primary Contact Information. Also, the Facet List is configured by an Administrator and in case you wish to view some other kind of information as well, you can contact your administrator for the same.

1. Documents attached with emails and appointments can now be searched in, besides those attached with a note
2. The Option Set and Lookup Fields are searchable as far as this release is concerned
3. There is added support for showing results for shared records

So this was about Editable Grids and Relevance Search Enhancements in Microsoft Dynamics 365.

New Dashboard in the Latest Microsoft Dynamics AX Upgrade

The world is busy talking about everything it loves about the latest Microsoft Dynamics AX upgrade. The New Dashboard in it is a move of sorts made by Microsoft to revamp end user experience. What does it hold in store and why is it being praised so highly?

To begin with, workspace in the latest Microsoft Axapta upgrade is a blend of colorful tiles that make it easy for end users to view to-do tasks, urgent actions and other work-related activities. This latest feature in the most recent Microsoft Dynamics Axapta upgrade enables end users to share common tasks and activities with other end-users. The LCS Task Recorder is meant to facilitate recording and explaining tasks and keep others informed. Two distinct browsers can also be linked which enables users to collaborate side-by-side on a double screen. The move is an aim to empower the Production Planner and eliminate clicks.

The Dashboard in the recent MS Dynamics Axapta upgrade is a new navigation measure. It is the first page users get to look at. It contains tiles that display important information from the system. It has the content that was earlier displayed in Cues on Role Center pages in AX 2012. At any point of time, one can return to the dashboard by clicking on the Navigation Bar at the top of the Application Frame.

The Dashboard has a massive section of workspace tiles and might also feature a Getting Started Tool which may otherwise not be visible in the preceding screenshot. The workspace tile section in the dashboard is built from a menu structure with its root being in the NavPaneMenu menu. The menu has been modified through a set of menu extensions and these have one or more tile references corresponding to the tiles users get to see in that particular section.

The default dashboard contains:

1. Navigation Bar: This is at the top of the form and contains buttons that are Go to Dashboard, Navigation Search, Company Select, Show Messages, Help, Feedback and User.
2. Navigation Pane: This can be read about in detail here.
3. Workspaces: These are designed as the starting point for all the daily work done on the premier enterprise resource planning software. They are pages collecting all the information and functionalities necessary to perform specific tasks.
4. Calendar: This highlights the Session Date, used as default value for the posting date in the current session. The initial value for the session date is the current date. The calendar helps set it to a different date.
5. Work Items: These refer to the workflow management.

This was all about the New Dashboard is the most recent AX upgrade. Companies across Australia should get a Microsoft Dynamics Implementation done immediately if they are to enjoy working on it.

Social Media Analysis With Microsoft CRM Application

Social media has become indispensable in our lives and is very instrumental as far as connecting with others is concerned apart from other things such as shopping, praising, and even complaining. Businesses have realized this and are integrating their software with popular social media tools so that whenever customers ask about their latest offering, they always have an answer ready as they know about the latest that trends in popular social media.

More importantly, it is consumers too who are equally active on social media and have their own discussions, debates and threads going on regarding new product launches. If something is liked, it is discussed fast. If something is not, it is immediately pulled down and a hate campaign spreads within no time.

In the midst of all this, there is the most popular customer relation management system companies cannot seem to do without. It is the Microsoft CRM System. A CRM Implementation of the same is done to serve customers better and companies with time have realized that this can be integrated with other third party applications as well.

Microsoft Social Listening is one of them. Organizations after plenty of trial and error have found out that this powerful media analysis tool can be integrated with the most widely used CRM for Small Business. For this, they know they will be requiring the services of a Microsoft Dynamics Partner offering Microsoft Dynamics Support post go live.

First, why is the integration necessary? It is necessary because it helps know what customers think of the business, product, service and competition.

Secondly, after getting it done, what does it help achieve accomplish? Integrating Microsoft Social Listening with MS Dynamics CRM helps:

1. Monitor social media posts, hashtags and keywords

2. Analyze the same and understand the sentiment of customers and their intentions as far as buying is concerned

3. Engage them in innovative ways and ensuring they receive the bet customer service possible

By working on the Dynamics CRM integrated with Microsoft Social Listening, businesses will be able to identify potential new markets, threats arising from competition and business opportunities available to be taken. Besides, any kind of negative publicity can be doused off at the earliest.