The Microsoft Dynamics CRM Platform Enhancement Discussion February 2018

Continuing our second blog post on TotalServ Pro’s billing types, let’s learn about the final two billing types in this blog post. They are: Milestone Billing and Cost Plus Percentage.

Milestone Billing

Milestone billing is typically distributing the billing arrangement in which customers are billed in installments spread over a specific period of time on the achievement of a predefined milestone for a job. A job could have many milestones as agreed by service providers and their clients. Upon reaching a milestone, delivery manager will alert the sales team to initiate the billing with the pre-defined milestone amount. The billing cycle continues until all the milestones of that particular job is finished.

Custom grid using Super Grid allows you to change values on a view inline without getting into the form. In some business scenarios, you would want to edit only a few column fields while making the rest of the fields as read-only. To enable this functionality, you are required to create a web resource on the custom grid you create following the below steps. For instance, let’s consider Account entity on which the custom grid is created.

Step 1:

In the custom gird that you created, click the Settings Icon.  Form Settings window opens up.

TotalServ Pro brings effectiveness of intricate work repeatability with ease of creating accurate costing forecast for internal assurance of profit and customer’s pricing satisfy forecast actions. TSP allows multiple forecast at the Opportunity and Quote level for tracking the time, managing resources and estimating the budget for the project during sales process itself by giving the analysis between the customer budget and actual budget.

Menu Settings Using Templates

TotalServ Pro capabilities in Microsoft Dynamics 365 provides a more scientific and deterministic way of coming up with the sales estimates by using job templates and associating it towards the estimates for the project. Whether you are working on a single project or multi team project, with TotalServ Pro you can easily add job templates for creating a projects through a sales process that drive productivity and consistency. These job templates simplifies the process of creating a new identical jobs for different clients. It essentially provides insights,

Auto Numbering in Dynamics 365 v9.0 provides the users with the procedure of managing Auto number attributes. The release supports only creating and managing the auto numbers through SDK.

Process to Configure AutoNumber Manager:

• Download XrmToolBox from https://www.xrmtoolbox.com  .
• Click Download latest versions button

The latest version of Dynamics 365, i.e., v9.0 has brought some interesting features such as sub grid controls which enables the user to change the sub grid color, reduce white spacing, etc. In this blog, we will explore these new features. 

Sub Grid Controls Section in Dynamics 365 V9.0:

The new look and feel of the sub grid controls in Dynamics 365 v9.0 has improved user experience with new form design, tabs and persistent spacing.

• Sub grids header color
• Bounding boxes that describe the boundaries of sub grids
• Configuration of data source views, charting options, row span and so forth

The latest version Dynamics 365-v9.0 has brought many interesting features especially, in the UI section.

Label wrapping is one of the most fascinating features added to D365 v9.0 for longer field labels. In older versions there’s always been an issue for displaying the full text in the labels. However, in the newer versions there has been a great enhancement where there is a new system wide setting for text wrap that Admin can enable or disable.

If under system settings, it is selected as “No” then text wrapping is not enabled, i.e.,
only a limited portion of the label text is displayed.

Editable Grid in D365 is a very productive feature allowing you to edit the Home Grid and Sub Grid on the fly saving tons of your time and effort. Unfortunately, Editable Grid in D365 is not configurable on Dashboards limiting its capability. Dashboards form an important tool for business owners to get an overview of different departmental progress based on which necessary actions will be initiated. MTC’s Super Grid add-on for D365 rightly addresses this issue making your usage of Dashboards more user-friendly and effortless.

Super Grid add-on is available on Microsoft AppSource and MTC’s websites (www.mtccrm.com/products and www.dynamicsexchange.com) and does everything that Editable Grid feature in D365 does. Let’s see how Super Grid works on D365 Dashboards.