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This is how you can display icons on views!

  • 1.  This is how you can display icons on views!

    D365UG/CRMUG ALL STAR
    Posted 20 days ago


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    Gus Gonzalez
    8x Microsoft MVP, CRMUG All-Star
    CEO, Elev8 Solutions
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: This is how you can display icons on views!

    TOP CONTRIBUTOR
    Posted 20 days ago
    From a non-developers point of view, I prefer using a calculated option set with emojis to achieve the same thing. One of the limitations to that is of course that your are limited to the available emojis instead of using custom icons.

    And you also need to make sure, that you use a browser that displays the emojis properly 🙂





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    BR,
    Niels
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: This is how you can display icons on views!

    GOLD CONTRIBUTOR
    Posted 19 days ago
    Great Stuff. Thank you both. Visualizing data is such a great way to help users identify items quicker.

    Thanks a bunch,

    Anthony

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    Anthony Roth
    Director of Business Systems
    California Hospital Association
    Sacramento CA
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: This is how you can display icons on views!

    GOLD CONTRIBUTOR
    Posted 18 days ago
    That's a helpful video. Do you know if there's a way to add these custom icons to the calendar view of opportunities? My opportunities have a "Type" field, and changing the icon from the default icon would be a great tool!

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    Adam Posegate
    Fox Valley Technical College
    Appleton WI
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: This is how you can display icons on views!

    GOLD CONTRIBUTOR
    Posted 18 days ago
    Update on my question above. It looks like the web resource function does not run when the list is viewed as the Calendar Control. It runs on the Read Only view.

    In the Read Only view, the parameter that goes through is "rowData". Does anyone know if there is an equivalent for the Calendar Control event items?

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    Adam Posegate
    Fox Valley Technical College
    Appleton WI
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: This is how you can display icons on views!

    GOLD CONTRIBUTOR
    Posted 14 days ago

    This is a very powerful feature! Thanks for the great video.

    Just to add to this: In this example the icon and the field value (On Track, Warning, etc) are basically telling you the same thing. Great for quick visual identification, but I like to add, that this is even more powerful if you add it to - let's say - a date field.

    We have it added to a due date field for Cases, and compare that date to today's date.
    When the due date is more than 2 days out, a green bullet shows,
    When the due date is less than 2 days out, a yellow bullet shows,
    When the due date is passed, a red bullet shows.

    That way, you have both the actual due date, and the urgency of your Case in 1 column. And by sorting on Date - Descending you have all your red bullets in the top of your view.

    Finally: you can even build IF statements depending on other fields in the same view. For example: Do not show a bullet at all when the Status = Closed.

    Great feature!



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    Rogier Vriezen
    CRM Consultant
    Amsterdam, Netherlands
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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