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Lindsay Prechtl, Author at FMT

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Editable Grids: Another great feature of Dynamics 365
Dynamics 365: Editable Grids Do you like efficiency and saving time? If you do, read on to learn more about Dynamics 365 Editable Grids. All versions prior to Dynamics CRM 2013 had no type of editable grid, if a user needed to modify any record, the record had to be opened in a new window or exported to an Excel editing function. A lot of unnecessary time spent making edits. In this blog, we’ll discuss what the Editable Grid feature is, the benefits, and how FMT can help your business unlock this functionality. The Basics An editable grid (or list) is a custom control providing inline editing capabilities on web and mobile clients. This includes the ability to group, sort, and filter data within the same grid so you don’t have to switch records or views. So, a record does not have to be opened to edit it, you can […]
Service your Customers best with D365 CRM Service Module
Your customers are relying on your service to help them work through their daily woes and the Dynamics 365 CRM Service Module can help you do just that! In this blog, we’ll discuss various Out of Box features and many benefits of the Service Module. FMT can help your business unlock this functionality and much, much more. The CRM Service Module in D365 enables you to accept an incoming customer request on a Case (or incident), manage these in queues or views, and track all communications with your customer. Automatic Case Creation When an email is received by the designated Service Email Account, the system automatically creates a new Case, and with a simple extension, we can assign it to a Queue and even send automatic responses to the customer! Including situations where the customer is unknown in CRM, we are easily able to configure the system to create the […]
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