How to make use of tooltips to gain the data you need in Dynamics 365 / CRM

As experienced Dynamics 365 / CRM and Power Platform consultants, when we create new fields either in an out of the box table or a custom one, we presume that users will know exactly what type of data needs to be added into that designated field. 

However, what if the data needed has greater complexities than the norm? To put this into context via an example, you may have a description field where you would like to assist a user in inputting the correct data. 

What can you do to make sure that the user puts in the right data? 

The answer is simple: tooltip! For those of you know that don’t know what it is, tooltip is a backend setting which can be filled out so when a user is hovering over a field, it will tell them what data needs to be added or provide hints as to what could be added. 

To provide a demonstration of this in practice from what you as the user see in the CRM system please look at the below example. 

 

Your user is able to easily hover over a field, as seen when hovering over the description field in the example above which then provides a definition of what is needed in this field. 

So, how do you set this up in your Dynamics 365/CRM, we hear you ask? 

Step 1: Go to make.powerapps.com. 

Step 2: In your designated solution file, open the field where you need a tooltip to be added.  

Step 3: Within the description field, simply add the text that you need to appear when the user hovers over this particular field within Dynamics 365 / CRM. 

It’s as simple as that! By doing this, you will help to encourage your users to make use of the CRM system more than ever before and the use of tooltips can help you to achieve this. 

Next Steps? 

If you are a business that is looking to take advantage of tooltips in your Dynamics 365/CRM solution and don’t know how then please talk to our Dynamics 365 experts today who will be able to book you in with one of our experienced Dynamics 365 consultants. 

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