Tip #1108: Good news for Australian and New Zealand partners

Australia and New Zealand

I am not even going to pretend that I can match the eloquence level of some Microsoft announcements so I’m going to copy this one verbatim. In short, if you are a Microsoft Partner with expertise in Azure and/or Dynamics 365, and you deal with the government(s), read and take action. We are excited to […]

Tip #1107: Do not extend system users

Line in sand

Dynamics 365 Online is a great platform for extending almost anything including system entities like systemuser. While it’s easy to customize this entity to add some simple additional information about the user, e.g. charge-out rate, induction training completion date, latest lasertag achievement, etc, it may be not a good idea, after all. The problem is […]

Tip #1106: Developer Masterclass

Developer masterclass

Calling for Dynamics 365 developers around the world but mostly in Europe! CRM Tip of the Day is proud to present an inaugural Business Application Developer Masterclass. Even though the acronym spells “BAD”, it’s going to be good! WIthout further ado… Dynamics 365 Business Application Developer (BAD) Masterclass The new, Spring 2018 Dynamics 365 release is here […]

Tip #1092: Chrome trick to make new field appear in the list

Screwdrivers

Browsers to Dynamics 365 are like a set of screwdrivers to a random screw. Sometimes you need a Phillips, sometimes – flathead, and on odd occasion HP hex is required. We already covered browsers war in the past but not a day goes by without a new discovery. Consider, for example, today’s training session by […]

Tip #1091: Dynamics 365 App for Outlook version 9.0 is now available

Released and free

If your Dynamics 365 instance is 9.0, it is time to ditch deprecated Dynamics 365 for Outlook (add-in) and switch to Dynamics 365 App for Outlook because version 9 is now out of preview. Short summary of the new features and things you can do without leaving Outlook: Unified Interface View tracked email or appointment […]

Tip #1086: Bring back content access levels

Protected area

Dynamics 365 Portals have a very convenient way to control access to knowledgebase articles – content access levels. Link contact, account, or web role to a content access level (e.g. Gold Partners), then simply associate that access level with a knowledgebase article and boom – that article is only available to the users associated with […]

Tip #1084: New way to learn Dynamics 365

Learn

Our resident video tipster, Derik, has been a bit quiet lately and, as it turned out, for a good reason. If you are not a partner, and do not have access to Dynamics Learning Portal, then you’re in luck. Managing Customer Engagement with Microsoft Dynamics 365 course is now offered free of charge through Microsoft […]

Tip #1083: Don’t expire your passwords

Password

Mini Truckstop Jonas “The Shuffler” Rapp fed us a perfect question for a security slam dunk. Really? (Jonas’s words, not mine) Yes, really. We’ve already mentioned the brilliant password guidance in our tip 1031. Since some folks seem to have missed the memo, here’s the quote from the guidance (highlights are mine – g.d.). Most […]

Tip #1078: Illustrated tipster guide to the decision making process

Choice

The binary choices seem to rule the Dynamics 365 landscape as of late. Everyone has an opinion, everyone seems to know the right way to do things, everyone stands by their choices until their last Dynamics breath. To stop very mature “did not – did to!” arguments when designing, building, and operating Dynamics 365 solutions, […]