3 Tips for Microsoft Dynamics Products – March 2016 Edition

Setting up Special Customer Note Alerts

Often times, we want users to be alerted with special customer notes. Here is a way you can do it with extremely simple jscript.

1. Create a text field on the entity such as an account.
2. Then users can fill in special notes on the account.
3. Put this function on form load or form save and users will be alerted to the special instructions when they open up the customer’s record.

See jscript function below:

function CustomerNoteAlert()
{
var note = Xrm.Page.data.entity.attributes.get("new_customernote").getValue();

if (note != null)

{
alert (note);
}
}

Edit and Resend E-mail Containing Historical Documents

In Dynamics GP2015, users are now able to edit and resend e-mail containing many Historical Documents including Sales, Purchasing, Payables and Receivables documents that have been previously sent. This is a great feature if you need to resend a Sales Invoice, for example, but the Customer’s contact has changed. Simply open the Historical Sales Invoice and click the E-mail Detail Inquiry button:

This will open the Sales E-mail Detail Inquiry Zoom window. Now click the Edit E-mail button:

This will open the Sales Edit E-mail Detail Inquiry window where you can enter a new email address and select it to be included by marking the E-Mail checkbox:

To send the new E-mail, simply click the E-mail button at the top of the Sales Edit E-mail Detail Inquiry window.

How to Cycle through Pages Quickly and Easily

True to it’s name, there aren’t too many steps and it’s really quick to do this trick.

1. If you are viewing any card page (sales orders, purchase order, item etc.) You have the ability to easily cycle through pages without closing and re-opening the desired card.
2. When on a page, use the keyboard shortcut Ctrl + Page up/Page down to cycle through.

Here are some images to see exactly how to apply this trick.