From Microsoft Dynamics 365 Customer Engagement and CRM blogs: date fields; Proactive discussions; Entity relationship; Required fields


In this week’s Microsoft Dynamics 365 Customer Engagement and CRM blog summary:

  • Default date fields on Dynamics 365 marketing forms
  • Omnichannel for customer service – proactive chats
  • Management of mandatory fields and marketing forms
  • Dynamics CRM Entity Relationship Behavior Explained

Default date fields on Dynamics 365 marketing forms

On the Megan V. Walker – Tips, Tricks, and Solutions for the Geek Non-Developer Blog, Walker noted that a customer recently asked him how a date field could be populated with today’s date on a Dynamics 365 marketing form.

Walker said she thinks the solution is pretty straightforward – you can just set a default. The reality, however, was more complicated. In the end, a member of Microsoft’s D365 marketing team helped her find the answer.

In his blog post, Walker first explained the steps required – along with screenshots – to fill in today’s date on a D365 marketing form. She also explained how to set a date in the future.

Omnichannel for customer service – proactive chats

Writing on his blog, Neil Parkhurst said that in Dynamics 365, you can use Omnichannel for Customer Service to present chat widgets to customers. Typically, you do this by showing the chat widget when a customer visits a website or portal page.

But what if you want to proactively get the customer to start a chat for one reason or another? Parkhurst said Omnichannel for Customer Service includes a proactive chat option so you can offer chats to customers.


Comments are closed.