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Episode 12 – Considering UX in your form design

March 24, 2021

Show Notes:

0:30 – Top ways to get fired from you job, is falling asleep on the list? https://www.monster.com/career-advice/article/10-ways-to-get-fired
3:00 – Check out last week’s podcast! https://dynamicshotdish.com/podcast/episode-11-seriously-dont-forget-about-the-xrmtoolbox/
4:10 – UI vs UX: What is the difference? https://www.guru99.com/ui-vs-ux.html
4:50 – Canvas Apps https://canvas.apps.chrome/
5:40 – Using tool tips on form design https://reenhanced.com/2020/tooltips-in-dynamics-365-a-quick-user-adoption-win/
7:10 – Don’t forget to use your header & footer
8:40 – Training tip: have your user share their screen and see how they are filling out the forms, job shadow your users!
9:30 – Big debate! Do you use tabs or scroll?
11:20 – Responsive design is now included in the Unified Interface https://docs.microsoft.com/en-us/power-platform/admin/about-unified-interface
12:10 – Why do IT people like tabs? https://www.digitalinformationworld.com/2019/03/multiple-tabs-productivity.html
12:50 – Responsive sub-grid view https://www.inogic.com/blog/2019/09/how-to-rearrange-traditional-sub-grid-in-dynamics-365-crm-unified-interface/
16:00 – mobile app changes in Wave 1 2021 https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/sales/dynamics365-sales/mobile
21:00 – Tip: Use model-driven apps allow for customization to your users!
24:30 – Tip: Move your data to a data lake if you need to delete a field
26:20 – Tip: Use a workflow or business rule to populate required fields with existing data
28:30 – Use a business process flow to incorporate your process https://docs.microsoft.com/en-us/power-automate/create-business-process-flow
30:00 – Ways to use business rules https://www.advantage.co.uk/intelligence-hub/tips-and-tricks/how-to-use-business-rules-in-dynamics-365
30:10 – Limitations of multi-select (choices) columns https://blog.armaninollp.com/dynamics/2019/01/07/microsoft-dynamics-crm-multiselect-option-sets-pros-and-cons/
30:52 – Editable grid changes in Wave 1 2021 https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/sales/dynamics365-sales/advanced-editable-grid-update-deals-ability-personalize-columns
30:40 – Tip: Use a custom control on your form to limit white space https://ledgeviewpartners.com/blog/how-to-use-custom-controls-in-microsoft-dynamics-365-to-add-visualizations-to-a-field/
33:15 – How many pet peeves does Liz have?!
33:30 – Use the XRMToolBox to update puzzle piece icons for custom tables https://www.xrmtoolbox.com/plugins/MscrmTools.Iconator/

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