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Julio Esquivel, Author at FMT

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Dynamics 365 Outlook App Fixes: Lead Form Layout | Business Rule | JavaScript Function
Every time we do a CRM implementation or migration, there is always a chance we'll run into errors or roadblocks. In this blog, we will go over two issues we encountered using Dynamics 365 Outlook App for Microsoft Dynamics 365 for Sales 8.2 and how we overcame them:   Modify a Lead Form Layout Add a Business Rule and a JavaScript Function   Sounds pretty simple right? Main steps include making the modifications on the quick creation forms, create the JavaScript libraries, create the business rule, save, publish and done! Figuring these steps out took a significant amount of time and effort, because none of these changes were reflected in the Outlook App. So hopefully this will save you a headache! Let's get into the troubleshoot!    Issue #1: Modify Lead Form Layout in quick creation form. Even after making the updates, saving them and published them, these were still not […]
How to rename Business Process Flow stages in Microsoft Dynamics without disconnecting your sales pipeline
I think we can all agree that every customer has their own unique business processes. If you are running Microsoft Dynamics CRM 2016, Dynamics 365 v8.2 or Dynamics 365 v9.0, the pre-defined stages available within the Business Process Flow (BPF) might not suffice. So in this blog post, I will go over customizing BPF stages and renaming them for a custom flow without disconnecting your sales pipeline. Note: if your business only needs out of the box stages i.e. qualify, develop, propose, close from the Lead to Opportunity BPF or any other existing ones, this blog might not be for you. Based on my experience at FMT Consultants, 80% of the CRM implementations are not using out of the box stage names. So I am sure you're still with me! Now let’s dig into to it by examining the “Lead to Opportunity Sales process.” As you may know, the attribute […]
Excel Templates: Another Powerful Reporting Tool in Microsoft Dynamics 365
Last year, I shared another blog entry called, “Dynamics CRM 2016 Online Reporting: Breaking down the Fine Print." At that time I had not had the chance to work with Excel Templates— a super attractive feature for Excel lovers. This feature was introduced in the Dynamics CRM 2016 Update (Online/On Premises). Here we will explore Excel Templates as another reporting capability in Microsoft Dynamics 365. Excel templates can use Dynamics 365 as a data source and perform calculations, pivot tables, pivot charts, macros and many other Excel operations. You may be wondering, can’t you just do the same thing with Dynamic worksheets? Yes, you can! However, there’s a big difference that you can take advantage of; Excel templates are hosted on the Dynamics 365 platform. That means these Excel templates can be shared and used across your organization— forget that folder share solution on your intranet.    The Good: Easy steps to configure […]
Dynamics CRM 2016 Online Reporting: Breaking Down the Fine Print
When it comes to building reports in Dynamics CRM 2016, most of our customers take for granted that they will be able to create any kind of report, simple or complex, by leveraging the existing out-of-the-box features without development intervention. Unfortunately, this is not true when we want to build complex reporting because at some point we will need SQL Reporting Service expertise to accomplish some customizations. The following are some fine print considerations that you need to know if you’re going to use the out-of- the box reporting capabilities in Dynamics CRM: Report Wizard (Paginated Reports) The Fine Print: These reports will look good as long as you don’t use more than 10 columns. If you use more than 10, the format will be compromised. You can only fetch data from 2 entities (Primary and Related). This report is limited to 3 groups by clauses. Only count/none aggregation is […]
How to Change a Lead’s Contact Name to Company Name in Dynamics CRM 2016
NO CODE OR WORKFLOW NEEDED! Oftentimes Microsoft Dynamics CRM users have the need to see their leads as Companies instead of a Primary Contact Name. Out of the box, Dynamics CRM doesn’t offer the ability to change the view to a company name, however, there is a workaround to achieve the desired capability without needing additional code or workflow. This blog shares the steps to take to view Leads by Company Name instead of Contact Name in Dynamics CRM 2016. The process includes creating two new custom fields, one business rule, and two custom mappings. How to view a Company Name on a Lead Create two custom new fields as First Name and Last Name. Make sure to set these to 50 max characters. Add these new fields to the Lead form. These will replace the existing ones. Spot the out-of-the-box First Name and Last Name fields in the field […]
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