In an ideal world, it would be great to not have any escalations at all. Escalations can crop up due to a bunch of reasons like miscommunication with agents, technical delays, missed service level agreements (SLAs), and more. And managers must be at the forefront to pacify customers in such situations. It is, therefore, essential to set up the right processes and mechanisms to effectively manage escalations and prevent them from getting in the way of a good customer experience. 

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There may be a requirement to open an HTML page from a button. In this example, we will use the Ribbon Workbench to open a page from a button.

First, create a new solution and go to Web Resources:

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Multi Select Option Sets were introduced in version 9.0 of Microsoft Dynamics 365 CRM. D365CE Multi Select Option Sets are a great new capability. The way to apply business rule functions to a Multi Select field is to use JavaScript.

Multiselect Option Sets are also limited in the case of Workflows. We can not select these fields in a condition nor modified in an update record step. The field will not even appear on the update record form. However, the field can still be selected as a trigger for the workflow.

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In this blog we will learn how to sort a lookup field in a custom order in Dynamics 365.

Sorting makes it easy for us to get a quick overview of the data. For example, if we have many customers, we could sort them by Customer No., Currency Code, or Country Region Code to get the overview we need.

Consider a scenario, on a Work Order we have Incident Type and the values in the lookup sort based on the primary field. If we must sort the Incident Type records based on the priority.

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In this blog, we will learn how to handle the visibility of RibbonButton based on selection of records.

To achieve this, we need to have a XRM toolbox setup in your computer and connected to your working CRM Environment.

Most of the customers wanted to have a custom RibbonButton on a particular entity and due to this visibility of that RibbonButton comes in a picture that improves the efficiency of the product.

We can handle button visibility from Entity form, Entity List view and from any Subgrid on entity from.

Here in this blog we will cover the visibility of custom button from Home grid.

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In this blog, we will learn how to format a Phone Number in Dynamics 365 using JavaScript. We will achieve this using JavaScript.

Having a consistent entry format for phone numbers is something that most companies want to see in their Dynamics 365 Customer Engagement (CRM) environments.

Scenario 1: User provides data into a phone number field. The field includes some special characters. Cleaning them becomes a difficult task.

Scenario 2: If there are more than 10 digits provided in a Phone Number field.

Scenario 3:  Format a Phone Number to desired Format. (more…)

Add the Fields on a Form in Microsoft Dynamics 365

After you’ve identified additional information that you would like to track in the application, you can create the custom fields on the appropriate entity and expose that new fields on a page in Microsoft Dynamics 365.

The following steps describe the process for creating a custom field and placing that field on a form.

1. Navigate to the form where the new field is needed.

2. Because the end goal is to expose the custom field on a form, the entry point for creating custom fields exists inside the personalization experience. Open the personalization toolbar by selecting Options, and then Personalize the form.

3. Click Insert and then Field.

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Looking to streamline your business processes effectively, for optimizing the KPIs and improving results? Then Dynamics 365 is the best tool available in the market. Its rich features and highly professional framework are easy to interpret and utilize. In a competitive market, you will be at an advantageous position to stay ahead than others, fine-tuning strategies with complete support from Dynamics 365. Do you want to know the specific benefits in details? Continue reading to get an in-depth overview.

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