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.
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.
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.
This blog post is aimed at users who are brand new to Microsoft Dynamics CRM or Dynamics 365 and after a quick start guide to importing Account, Contact and Lead Data into their Microsoft Dynamics instance.