Tip #1358: Are you fit?

Nope, it’s not about weight loss programs. Nor, strictly speaking, it’s about Power Platform. I can’t believe I’m even writing this tip but, after discovering that some of my very technically proficient friends asked me to rotate my phone during the meeting because they could only see my nose (it’s big but not THAT big, […]

Tip #1307: PowerApps designer makes your work in progress easier

Monitor on a busy desk with the words "Do More" on the screen

Today’s tip is from EY Kalman. Got a tip? Send it to jar@crmtipoftheday.com (and include either your Twitter handle or LinkedIn profile link for the eternal appreciation link). Late last night I decided to start playing around with entering the data fields directly into the entity first (the aim is to drive a Model App […]

Tip #1295: Quickly search for multiple records in advanced find

Too many search results

If you want to quickly find multiple records in advanced find, you can type in semicolon-separated text values into your filter. This can be a huge time saver, as you can copy/paste the string in, and assuming they are legitimate records, each value will resolve. This is also helpful for testing a set of records […]

Tip #1230: Launch KB hyperlinks in a new window

Nature, moon, airplane and sky HD photo by eberhard grossgasteiger (@eberhardgross) on Unsplash

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 […]

Tip #1171: You can now configure the Dynamics 365 v9 App for Outlook

Wrenches

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, […]

Tip #1169: Have a toast with variable timing

Fancy avocado toasts

Just found something in Unified Interface under the cogwheel menu that I’ve never seen (or noticed) before and couldn’t find any references in the documentation: Did I miss the memo? Toast? Where? Shilpa Sinha, Principal PM at Microsoft explains: This was added for Accessibility reasons. In accessibility compliance, there is a requirement called “timing adjustable” […]