We had a chance to check out Dynamics 365 v9 On Premise, and in the process answered some of our lingering questions. Does v9 On Premise have Unified Interface? Yes — Unified Interface is included in V9OP. You can create new model driven apps and select between web and classic UI. Note it is the […]
You provision the Dynamics 365 v9 App for Outlook and click the Dynamics 365 button in Outlook, but what you see is a random dashboard from Dynamics 365, not the Outlook App pane with the set regarding options. The thing you need to know is that the Outlook app pane is a dashboard in Dynamics […]
I’m setting up automatic case creation from email in Dynamics 365–what is the expected outcome if someone sends an email to my queue that has an attachment that exceeds my attachment file size limits in Dynamics? A reader Not finding any official documentation about what the expected result should be, I set up a simple […]
In Dynamics 365 v9, one of my favorite convenience features is the ability to pin the App for Outlook pane so it opens by default. But what if you are on v 9.1 and you do not see the pin option? Verify that you are running Outlook 2016/O365 Outlook Click To Run version. If your […]
I was recently upgrading a client from CRM 2011 to Dynamics 365 online, and for one custom entity, after reconfiguring the form and adding the timeline control, the form would only display the notes tab of the social pane. I removed the pane from the form, saved, published, and re-added the pane, and all I […]
I upgraded to server side SharePoint integration and now I don’t see enough detail from the document grid. It doesn’t show me who checked out the file, and I have to open the SharePoint location to see who checked it out. Reader Good news–with server-side SharePoint integration you can customize the grid more than you […]
I dedicate today’s tip to Steve Mordue, who asked me how to do this. Let’s say you have the Dynamics 365 App for Outlook configured against D365 instance A, but you are moving instances and want to use it with instance B. Log in to https://outlook.office365.com/owa/ Click the settings gear in the upper right corner Select Manage […]
MVP Elaiza Benitez gave me some very helpful advice when it comes to Microsoft Flow: If you want to filter Dynamics 365 records to only records that you create in your flow, you should use the CDS when a record is created (preview) trigger, not the Dynamics 365 trigger. If you use the CDS trigger, you […]
Recently we interviewed Evan Chaki, Principal Program Manager for PowerApp and D365 maker experience on CRM Audio. In the conversation, we discussed the dual maker experiences–configuring model-driven apps via web.powerapps.com or via D365 solutions and App Designer. To the question of which maker experience that D365 configurators should use, Evan said that there wasn’t a wrong […]
In Dynamics 365 version 9, the App for Outlook is an app module. However, when initially released, this app module was not configurable. Microsoft has introduced the ability to filter the entities included in the app module — this means that if you don’t want users to see certain entities in the set regarding dialog, […]
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