In unified interface, when you click on the more option button, you will sometimes see the the option to see the related records in the subgrid. This is handy, especially when you want to see all of the view options, like filters. But sometimes you might see the “see all records” option instead. This is […]
You work on a lead in Dynamics 365–you have several conversations and enter some notes. After you qualify the lead, the activities show up on the account or contact record that was created in the qualification process, but the notes are left behind on the lead. Power Automate to the rescue! Create a Flow that […]
I heard that you can’t put charts on form in Dynamics 365 unified interface. Is that correct? Tip Jar We’ve received this question from several readers, so I decided to check it out. I did this in Dynamics 365 Online v 9.1. I don’t know if this works in on premise 9.0. Add a subgrid […]
Disclaimer for Ben Vollmer: We love field service. If it was food, we would eat it at every meal. That out of the way, sometimes you find yourself with solutions in your environment that you don’t need. Maybe you set up a trial of Dynamics 365 and you accidentally chose the “I want it all” […]
You create an amazing Forms Pro survey, and you want to share it with your colleagues so they can edit it. So you hit the Share button. You are given three options: Share and collect responses, share as a template, and share to collaborate. To share editing privileges, you should select Share to collaborate. This […]
Tipster note–this tip is an unsupported tip. It’s not going to damage anything, but it is unsupported and may stop working with future updates. Proceed at your own risk. So you have moved to unified interface, but you want to be able to see the process and workflow history for a record. Microsoft has not […]
If you are building your Flows from solutions and connecting to Common Data Service, you should use the CDS (current environment) connector. When you do, if you populate lookup fields, you might get a “resource not found” error message. If you get this error, like I did, you are probably just putting the guid of […]
Seth Bacon commented recently on tip 213 letting us know that it still worked in classic UI to embed a subgrid of security roles on user records, but this approach does not work in unified interface. Well it is 2019 now and we now other methods. Hardit Bhatia explains how to do this with an […]
You use the import utility in Dynamics, and sometimes you get the option to export your failed row and sometimes you don’t. What gives? The answer is it depends on your import file type. If you import from XML or from CSV, you will get the Export error rows option. If you import from xlsx, […]
You are writing canvas apps and Flows, but what happens if you get hit by a bus? How do you make sure that someone will be able to edit them in the future? Option 1: add them to a solution. If you create your Flow or canvas app in a solution, Flows and canvas apps […]
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