(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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
A good observation from Nick “Benchpress” Doelman that, once you click Add All Assets when adding an entity to a solution, you won’t be able to remove any of the assets of that entity. Both, Add and Remove Components buttons will be gone. The reason is fairly straightforward (though options could have been labelled better). […]
One minute your instance is humming along just fine, then suddenly it’s spewing strange errors something like The customized site map could not be used because it is configured incorrectly. The default site map has been applied instead. To resolve this issue, repair the customized site map and import it again. The url, as frequently […]
I need to get out more often. Thanks to the relevance search, I have not used All Contacts view since the awkwardly named Dynamics 365 July 2017 Update seen the light of the day. Because if I have had, I would have noticed that clicking on any contact in this view opens New form instead of […]
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