Unified Interface Overview

Found an interesting article on Unified Interface Dynamics 365 CRM, click here and have a look at it.

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Email Signatures in Dynamics 365 9.X

It is an interesting feature to add your different Email Signatures for every email that you send, like the same we do for outlook.

Follow the below steps to create Email Signatures in Dynamics 365 9.X.

Step 1: Login Dynamics 365 CRM and Click on Settings/ Gear Icon on the Top Right Corner of the CRM page.

Email Signatures - Options

Step 2: Click on Email Signatures and Click on New.

Email Signatures - Create New

Step 3: New Email Signature record will be opened and give the Title of the Signature, select the Language and custom Email Signature in the Email Body.

Save the record.

If you want this Email Signature to make it as Default for any Email that you send, click on Set as Default button on the Ribbon.

Email Signatures - Save Signature

If you don’t want this signature to be default, then click on Remove Default on the Email Signature record.

Email Signatures - Remove Default

Step 4: To test this Signature, Go to Sales -> Activities and click on Email button on the ribbon.

Email Signatures - Create Email record

Step 5: New Email record will be opened with the Default Signature.

If you want to insert any other signature, click on INSERT SIGNATURE button on the ribbon.

or

Click on the Icon as shown in the below picture.

Email Signatures - Insert Signature in Email

Hope you have learned a new feature today 🙂

 

Unified Service Desk 3.3.0 released

You can download Unified Service Desk 3.3.0 Version Package Deployer and Executables from the below links,

Name Size Download Link Description
Dynamics365-USD-3.3.0.929-PackageDeployer.exe 119.6 MB Click here USD Package Deployer to install solution components in CRM
Dynamics365-USD-3.3.0.931-amd64.exe 82.7 MB Click here 64 bit USD client
Dynamics365-USD-3.3.0.931-i386.exe 82.7 MB Click here 32 bit USD Client

Click here to see “What’s new in Unified Service Desk 3.3.0

Enable Organization Insights Preview in Dynamics 365 CRM Online

Follow the below steps to enable Organization Insights preview feature in Dynamics CRM 365.

Step 1: Open Dynamics 365 CRM Online. Go to Settings -> Administration -> System Settings -> Previews.

Step 2: Select I have read and agree to the license terms.

Step 3: Select Organization Insights Preview (Enable Organization Insights Preview) as Yes and click on OK.

Organization Insights Preview SettingsStep 4: Refresh the CRM Online Organization. Go to Dashboards and Click on the Organization Insights Dashboard.

Organization Insights Preview Dashboard

Step 5: Below Dashboard will be displayed with different types of charts related to the Organization.

Organization Insights Preview Dashboard View

Hope you have learned a new feature today :):):)

How to get the number of Tables and their records information in MSCRM On-premise?

Follow the below steps to get the volume of Tables,

Step 1: Open MSCRM SQL Database.

Step 2: Under Databases, select the required <CRM_Org_Name>_MSCRM database. Right click on it and click on Reports -> Standard Reports -> Disk Usage by Table.

Disk Usage by Table

Step 3: Disk Usage by Table report will be displayed as shown below.

Disk Usage by Table Report

Other way to do the same is,

Step 1: Select the required MSCRM database. Click on F7 or View -> Object Explorer Details.

Disk Usage by Table - View Object Explorer Details

Step 2: Object Explorer will be opened in a new window. Right click on the header to select the required data columns to be displayed as shown below.

Disk Usage by Table - Object Explorer Details

Hope you got the results successfully :):):)