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You can now brand your Dynamics 365 environment! Themes allow you to apply your distinct logo and color scheme to your Dynamics 365 environment. Three simple clicks and you are well on your way to a D365 environment with a look all your own.

1. From the Navigation Bar, select Settings

2. Select Customizations

3. Select Themes

 Theme 1

Theme 2

Upon navigating to Themes, a few out of the box themes will be available to select and set as the default theme. The default themes cannot be modified, but can be cloned, should you want a head start on designing your theme. Otherwise, you can put your designing skills to the test and get theming.

Theme 3

Start by selecting an out of the box theme and cloning it, or create a new theme record.

Theme 4

Theme colors are defined using hexadecimal codes. You will need to either know the hexadecimal codes you want to use or find a good online resource, such as http://www.color-hex.com.

Theme 5

Theme 6

Theme 7

Theme 8

A fascinating feature is the ability to take a test drive of the User Interface with the newly defined color scheme before it gets released to your organization.

Theme 9

When you are ready to release the new theme, thereby making it the default, you can either select the theme from the Theme view and select Publish Theme, or do the same from within the theme record.

Theme 10

If you need assistance or have any questions while using Themes, please reach out to our support team at This email address is being protected from spambots. You need JavaScript enabled to view it..

 

 

In-Depth Cash Flow Analysis and Forecasting

Having enough cash flow to keep your business going is a primary focus for a business owner who wants a successful business. That's why we developed a series that will provide you with all the accounting tools you'll need to run a successful business. In this webinar, the following topics will be covered.

  • In-Depth Cash Flow Analysis
  • Cash-Flow Forecasting

Time: 12:00PM EST - 12:30PM EST
Date: Thursday May 24, 2018

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

WebSan Solutions Inc. will host a webinar in collaboration with Insight Works about Canadian Payroll in Microsoft Dynamics 365 Business Central. Registrants will be introduced to the features and functionalities of the system. Registrants will learn how D365 Payroll simplifies the payroll process and automates their business, by exploring the following features:

  • Employee Timesheets
  • Manage Employee Details
  • Bank Integration
  • Direct Deposit or Cheque Payments
  • General Ledger Integration
  • Up-To-Date Tax Tables
  • Security
  • Privacy
  • Back-Ups
  • ESS (Employee Self Service)

Time: 11:00AM EST - 11:45AM EST
Date: Thursday May 24, 2018

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!


Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

Wouldn’t it simplify things if you could go to one record and see everything you need to see? Ever find yourself heading into a meeting, and wish you could quickly “ramp up” on all interactions with the Customer? Getting the total picture in one place, enabling you to see every touchpoint, this is the benefit that sub-grids afford you.

One of the great things about Dynamics 365 is that it allows you to customize entity forms to display the information most relevant to your business. You will quickly find that providing your users with the ability to see, at a glance, a subset of related records when viewing a lead, contact or account record provides immeasurable value.

For example, your salespeople may benefit from seeing all tasks related to an account directly on the account record. Instead of having to navigate to a separate page or running an advanced find query, you can easily set this up by adding a task sub-grid to the account form.

To add a sub-grid to your account form, open the D365 form editor directly from the account record’s ribbon menu or by opening the general customizations menu, navigating to the account entity forms, and selecting the account main form.

subgrid1 1

Once you’re in the form editor, select the section that you want to add the sub-grid to, switch to the form editor’s Insert tab, and click the Sub-Grid button.

subgrid1 2

This will open the sub-grid properties window. The most important part of this window is the data source section, in which you select the records that are to be included in the sub-grid.

In the screenshot below I selected to populate the sub-grid with the account’s related task records, but you can choose any of the account’s related entities. In the data source section, you can also specify the default view that will be used to populate this sub-grid, while the additional options section lets you choose any additional views which will be available, as well as whether or a not a search bar will be included.

subgrid1 3

When you are satisfied with your settings, click the OK button to insert the sub-grid on your account form. Now, all you need to do is click the Save and Publish buttons in the form editor to confirm the changes to the form. Once this has been completed, you will see the sub-grid displayed on account records.

subgrid1 4

If you need assistance or have any questions when implementing sub-grids, please reach out to our support team at This email address is being protected from spambots. You need JavaScript enabled to view it.. We are always happy to help you increase the productivity of your Dynamics 365 environment!

Ever have the problem of scrolling down a long list of options only to miss what you were looking for? What if there was a way to limit your option choices based on values previously selected? Well now there is!

Dependent options in Dynamics 356 gives users the ability to filter down a long list of option values to just a handful of choices based on previously selected parent fields. This feature dynamically updates the options users see based on pre-set business logic.

Take the following transpiration data model as an example.

dos 1 1

Traditional Option Set

Traditional option sets simply display all the options for each field without any consideration for previously selected option values. This method is cumbersome when it comes to long lists and can feel very redundant when looking through lists where some of the options obviously shouldn’t be there based on previous values selected.

In the example below, you will notice that regardless of which Transport Class you pick, you will still be shown the entire list of Transport Type options.

dos 2

Dependent Option Set

With dependent option sets, Dynamics 365 will automatically exclude options based on your previous selection. This makes selecting the right option much easier. As you can see below, once the user has selected the Transport Class as Public. The Transport Type option will automatically filter to only show options available based on the selected Transport Class.

dos 3

As you can see, this feature is sure to provide many benefits to users working in Dynamics 365. Below are just some of the immediate benefits your users will experience.

Benefits

  • User Friendly: Less is more! Instead of bombarding users with tons of unusable choices, dependent option sets make finding the correct option easier.
  • Time Saving: With less options to go though, users reduce time spent entering data, and get back to the things that really matter.
  • Eliminate Errors: With logic built into the option set, prevent users from selecting the wrong option by accident. This over time will improve overall data quality and reporting efficacy.

Dependent option sets open the door for many new opportunities in Dynamics 365. To learn more about how this can be implemented in your environment, email us at This email address is being protected from spambots. You need JavaScript enabled to view it..

Isn’t it maddening to fill out the same fields, with the same info, when creating a child record directly from its parent form? Well -- Stop Doing It! Let the system fill out those fields automatically for you, instead of eating up your own time on it!

One of the “quiet” features of Dynamics 365, that will significantly save you time and protect data integrity, is Field Mapping. The purpose of field mapping is to copy certain values (e.g. address fields) from a record to an associated record (e.g. a contact created from an account)

The following details how simple it is to create field mapping relationships.

In Customizations, locate the Account Entity, and go to the “1:N Relationships” node.

field mapping 1

Locate the relationship which you want to carry values over (in this case, Account to Contact).

field mapping 2

In the relationship editor window, click on Mappings.

field mapping 3

Select the field to be mapped from the SOURCE entity, which is the entity you are starting from (Account). Then select the field for your TARGET entity, which is the destination entity (Contact), that you want auto completed. Click OK once you are satisfied with your mapping. Repeat this step for each field you want to create a mapped relationship for.

field mapping 4

There are a couple things to be mindful of with field mapping: The Data Type must be the same for both the Source and Target fields (e.g. Option Set to Option Set, Whole Number to Whole Number) and the destination field length should not exceed the source field length. Also be aware that this is a mapping upon record creation, updating values in the source record will not update the target record and updating values in the target record will not update the source record. For example, updating an address in accounts will not update the address in contacts. There are other ways to achieve those requirements, but we will save that for another blog.

If you need assistance or have any questions when configuring field mapping, please feel free to reach out to our support team at This email address is being protected from spambots. You need JavaScript enabled to view it.. We are always happy to help you increase the productivity of your Dynamics 365 environment!

LinkedIn Sales Navigator is an enhanced social selling tool which learns from your behaviors and preferences to recommend viable prospects. Not only that it also feeds you information which can help you enhance your current connections, and give you insight into new potential connections. Partner this tool with Dynamics 365, and you are off to the races, providing you with integrated tools which allow you to have all the information you need in one place.
 
Topics of Interest:
· What is LinkedIn Sales Navigator
· Leverage the feature set of LinkedIn Sales Navigator
· CRM Widget - Company and Member Profiles embedded in D365 records
· CRM Sync - Bi-Directional Sync between D365 and LinkedIn Sales Navigator

Date: Thursday, April 26, 2018
Time: 11:00AM EST - 11:30AM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner