Dynamics 365 Education and Knowledge

In Dynamics 365, when creating / editing entity fields, there is a property that is largely ignored and rarely used by the customizer. This property is the Description that is displayed when seeing the list of fields in the customizations. Other than the customizations, the Description property is shown as a tooltip on the field when the user hovers over a field label in the form. This feature is an OOB one and does not need any additional development, and will avoid to enter long field label. You can also use the Description property to better clarify and explain the purpose of the field and improve the understanding of how it should be used. In the below steps, we will see how to set up tooltip for the fields : Go to https://make.powerapps.com Open your solution that contains your needed fields to add/edit the t...

In this post, I will talk about how to use the Toggle control for better display in order to optimize and increment user-friendliness of the system. This control can be used with two options type fields. Therefore, to add the Toggle control on the form, you need to add a two options field on the form. Under the field's properties, in the Component section, click the + sign to Add a new control From the list, select Toggle control Check where you want to show this control, and click Done Once published, you can see the result on the form For more user experience and enhancements ideas, you can check this link for some custom controls that can be used like: ...

In order to optimize and increment user adoption and interaction, it is recommended to bring some of the optimized and available controls into the system. This way, the users will have more user-friendly interface to deal with. Therefore, using the custom controls is highly recommended to achieve this. In this post, we will have a look at how to use Number input control and Star rating control with numeric data types like number , currency , decimal . To add the Input Number control on the form, you need to add a numeric field Under the field's properties, in the Component section, click the + sign to Add a new control From the list, select Number Input control In the Step, set the number you wish to add or subtract...

Every customer wants to have a user friendly interface and easy-to-use system in order to help the users to be more productive and effective in their daily work. Providing a good user experience will increase the chances of meeting these goals. In this post, I will talk about enhancing the user experience for option sets fields on the form by using the Option Set control . In the below steps, you will see how to enable the Option Set Control and how the result is going to be displayed on the form. In the form, open the option set field properties Click the Controls tab > Add control In the list of controls, select Option Set and click Add Save and Publish the form You can now see the Option Set Control in action on the form ...

What is a  Rich Text Editor control ? A Rich Text Editor control will allow you to enter formatted text and the ability to include images with minor effort where the input/output is HTML. It will enhance the user experience and increase productivity. The below steps will show you how to enable the Rich Text Editor control for multiline text fields in Dynamics 365 form. In the form customizations, open the properties of a multiline text field Go to Controls tab > Add control Scroll down, and select Rich Text Editor Control Click OK, Save, then publish Once published, the user can now format the text in the field and add images as well ...

The data existing in D365 application represents the most important thing to any customer, and all of us are helping clients to better use and improve the data entry to be more consistent and cleaner as much as possible. Most fields allow users to enter specific type/format of data, for example, an option set field will provide a list of items to select between them, the lookup field will provide data from another entity, the number field will limit the data to be numeric.... However, the main concern will be on the text fields where the users can enter any info and save it. Here, the data might start to become inconsistent and can lead to erroneous outcome in some scenarios. Therefore, in order to maintain the consistency of data entered in the text fields especially for the ones that present sensitive info to the business, you can add the Auto-complete control where it will start giving suggestions and ...

Dynamics 365 product team is always working to improve and give the best user experience. Therefore, the continuous evolutions of the different areas and possibilities are one of the most critical things to bring. In this post, I will talk about one of these user experience improvements which is Reference Panel that was introduced with the Dynamics 365 V9. So what is exactly a Reference Panel? The Reference Panel is a type of section that can be added to the form that allows users to move across different types of sub grids and quick view controls in a single place without scrolling down or up. Let's take the example of the account form, where many quick view forms and sub grids exist inside (contacts, recent cases and opportunities...). When the users enter the form, they have to scroll up and down through the form in order to check the sub grids and their data which is sometimes annoying for them. ...

Many people don't know that Pen control exists as a Out of the box feature in Dynamics 365. The Pen control will allow the user to capture customer signature on a record, and it is available for both built-in and custom entities. In this post, I will go through the steps and show you how to Add and Use the Pen control in Dynamics 365 forms that allow you to capture the customer signature . For the sake of this post, I created a multi-line field in the Account entity and you can follow the below steps to enable the Pen control to capture the customer signature . Put the field in a specific form section Open the Fields Properties > Formatting tab and set the number of rows for better appearance (i.e: 5) Go to Controls tab > Add Control ...

How professional to provide the end users, a user-friendly and easy interface, as well as meaningful and comprehensive layout. Sometimes, you think that showing a visual effect is a better and more interesting way to help users in their daily work. Here comes our topic of today, which is adding Emoji in Dynamics 365 and more specifically making the option-sets fields more attractive by displaying emojis in the option-set items . This post will show you how to add emojis in Option-sets fields so you can make more attractive and pretty visual. All you need is to simply get your emojis from a website like https://getemoji.com and a copy/paste into your option-set field. For the sake of this post, I created a new option-set field Customer Satisfaction on the case entity that contains the below options: Very Satisfied ...