In some environments with Dynamics 365 v9, when you go to the URL for your Dynamics 365 URL you get the classic default app, while in others you get the Unified Interface app selector. To control this behavior, go to the Power Platform Admin Center , select Environments and select the desired environment. Click the […]
In classic UI we always had a personal option to set the starting point by selecting Default Pane and Default Tab. That option is no longer there in Unified Inteface so what do we do? The helpful tip today comes from Mihir Shah (and you can send your tips to jar@crmtipoftheday.com too!): As we have […]
(The chart fortnight by Ulrik “CRM Chart Guy” Carlsson is over but I’m sure he’ll be back! – t.j.) Sometimes we need to set the value for a field but only if it does not exist, e.g. user did not bother entering it. Like topic for a lead. I’ve seen the implementations where business asked […]
Dynamics 365 (and CRM before it) “remembers” the most recent form that a user accessed for each entity. If a user has access to more than one form in the Account entity, the next time he or she opens an Account record, they will see the form that they last accessed. The user can switch […]
The best tips always come from the users, people who, unlike me, use CRM daily. Today’s awesome post is from our almost regular Matt Johnson. Recently I discovered a little quirk that has been introduced somewhere around 2015 Update 1 Online (at least that’s where I found it). When you’re creating a workflow and you […]
Got a question this morning: “Why can’t I set my default dashboard in CRM 2015 like I could in CRM 2011?” First of all, you can set your default dashboard, if you are in your “home” sitemap area. So if your default sitemap area is “Sales,” you will be able to set the default when […]
of the