I have a flow on Account, and sometimes I want to trigger that flow to run when a related contact is updated. Given we don’t have child Flows yet, how can I make a change to one record execute a flow on a different entity? One trick that I’ve used on workflow that is also […]
If you want to enable a standard Microsoft solution like Gamification, Voice of the Customer, or Field Service, the standard method is to go to the Dynamics 365 instance manager, select your instance, then click the Solutions button. But what if you select your instance and do not see the solutions button? As Marius “Viking” […]
Nasty rumors (and this official page from Microsoft) claim that you cannot create personal charts from Unified Interface. This is not true anymore. From any view in your unified interface model-driven app, click “show chart” then under the more options (…) menu, click “+ new.” This will launch the classic chart builder in a new […]
You set regarding in the Dynamics 365 App for Outlook, but you don’t get the results you expect. If you are in Outlook desktop, you should be aware that behind the scenes webpages rendered in Outlook (and the entire Office platform) are rendered in Internet Explorer. This issue can be caused by cache issues in […]
If you try to use the Dynamics 365 mobile app on iOS and experience the app repeatedly returning to the login screen, there is a simple fix. Log in to D365 in Safari. Safari will prompt you with the question “would you like to increase the database size for (URL of your D365 environment)?” Answer […]
I’m testing Unified Interface and when I create an activity from the timeline control I don’t see the quick create form. Reader question One thing that can cause this to happen is if you don’t have the Appointment, Phone Call, and Task entities in your model driven app. In other words, if you just have […]
We use Dynamics 365 Knowledge Base in USD (Unified Service Desk – t.j). We have links to PDF’s and images of schematics and detailed drawings in our KB articles. When users click the link they see the complex image or document in the KB article frame. How can we open the image or document full […]
When deploying model-driven apps, there are multiple potential points of failure that can affect users’ ability to access part or all of the app. The following is a non-exhaustive list of some of the more common areas to check if the user can’t see the app or access certain parts of it: User is missing […]
You want to embed a canvas app in a model driven app, but you want to start with one that you have already built, not create one from the embedded canvas app control. Go to powerapps.com and click the (…) by the app you wish to embed. Click Details, then find and copy the App […]
I recently was getting an error when I would try to configure predictive opportunity scoring or Talking Points in Dynamics 365. If you don’t mind losing your existing predictive scoring model data, the following solution fixed it for me: Delete the following solutions:PredictiveOpportunityScoring_upgrade, PredictiveLeadScoring_upgrade, SICommon_Upgrade, RelationshipAnalytics_Upgrade. Manually delete PredictiveOpportunityScoring solution Manually delete PredictiveLeadScoring solution If […]
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