Microsoft recently released the Technical Preview of Microsoft Dynamics for Talent, and I had the opportunity to test drive this new offering in trying to understand what it is all about. And the short version of this blog, is that I am impressed how they’ve brought so many HR functions together into one simple solution.
So what is Dynamics 365 for Talent?
Dynamics 365 for Talent aims to be an Employee Centric solution that takes your common HR functions and brings them together in a meaningful way to both your managers, HR staff and your prospective and current employees.
The solution can be thought of as three separate workloads (or experiences). They are at a high level:
- Human Resources
Let’s have a closer look at each experience and what it offers.
Continue reading “Microsoft Dynamics 365 for Talent is Here! First Impressions”
The following is a tip on how to show how often a product is being added to an opportunity. It involves create a rollup field that counts the number of related opportunities. Once you have this variable it is easy to include into charts, reports and views.
Continue reading “Show how often a product is being added to an opportunity”
The following is a handy tip for appending the last modified date and user details to the description field of any entity. In this case I’ll be using the Phone Activity. This may be useful for providing a visual guide for your team members in quickly seeing a history log of when this record was last touched.
Continue reading “How to Append Last Modified Date & User within the Description field of an Activity”
This troubleshooting blog post was written in response to a question on the community forum on how to change the resolution type label for cases.
When you click on Resolve Case you will see a pop up. With the options to change the Resolution Type to either Problem Solved or Information Provided.
To change this, goto Settings > Customize the System. Then navigate to Entities > Cases.
Click on Fields and Locate “Status Reason”.
Edit the Status Reason (StatusCode) attribute.
Change the Status dropdown from Active to Resolved
Edit the Label for “Problem Solved” and change this to a value of your choosing, in this case “Resolved”.
Click Save and Close. Then Publish All Customizations.
Now when you resolve a case you should see the new value reflected on the pop up dialog.