Customize Settings and Enhance Customer Experience Through CRM

Every trade has a secret and so does every professional. You would know what I mean if you have ever interacted with your colleagues regarding shortcuts to completing work. You can use simple keyboard combinations in Microsoft Word to quickly complete work or use inbuilt features of Microsoft CRM Development to replicate changes at multiple instances to avoid rework. Knowledge of these simple tricks can make a big difference in your routine task and can also help you leave an impression.

Today, we will explain how to add help section in CRM entity form, which is useful while working on multiple forms. While working on large forms or multiple forms, at some point of time, we might need to guide the user about the form, so the user can utilize it easily.

Read more - Top 10 Reasons to Use CRM Software within Your Business

Here, we will going to show you two different ways for adding help:

1) Every form which has multiple fields, we need give proper definition to every field. For this, we need to follow certain steps.

• Let us suppose, we need to create one new field namely Account_Status in account entity. In this case, user needs to identify, what is the main purpose of that field?

• For creating a new field, follow the below path: Setting à CustomizationàEntityàAccountàFields , when you are creating a new field, add a proper description according to the image, add this field in the account form, then save and publish the customization.

• For this please refer the below image:

• After completing the 1^st step, when you create a new record in account entity, and when you hover the mouse cursor to that field it will display field description. See the below image:

2) Another way is, suppose we have the requirement to provide help URL or website link to user, where all the solutions are available.

• In that case, we need to do some internal settings:
• Follow the below path, settingàadministrationàSystem settingàclick on the general tab.
• In custom help URL section, we need to select yes, for Use custom help for customizable entities, and provide required URL in Global custom help URL section.
• For this please refer the below image:

• After this step, we need to do some entity specific settings.

• Just follow the below path: CustomizationàEntityàAccountàdouble click on account entity.
• Here you need to check the custom help check box, and provide the required URL, then Save and publish the customization.
• For this please refer the below image:

• When all the setting is completed go to the account entity form here “?” icon will be displayed. See the below image:

• When you click on that icon, it will redirect you to the help URL which you provided previously:

Conclusion:

These two simple ways can help you customize settings and thus, the industry can have better customer experience. Additionally, if you are dynamics CRM developer and have any queries on this topic, post it in the comments section.

You can also read 

How Do I Use Azure API in Object Detection?

Complete Introduction Microsoft Dynamics CRM

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Ethan Millar

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