When I roll out the new Dynamics 365 portal, especially for a demo, the first thing I want to do is to change the date format. Why? Because of this comprehensive map of all countries that use the MMDDYYYY date format: In Dynamics 365 go to Portals > Portal Languages and open English record. Change […]
Tip #1021: Everything is an app
If you provisioning a trial and accidentally or deliberately missed the checkboxes enabling Customer Service, you will end up with Dynamics 365 instance with the “facelifted” Web UI but nothing else. Where’s the much tooted Universal User Interface (UUI) that was meant to replace Interactive Service Hub in the version 9? Well, it’s simply not […]
Tip #1017: Protect your cell number
Microsoft’s strong focus on security means sometimes they get false positives for people signing up for trials and misdiagnose them as bots or service abusers. If you provision multiple Dynamics 365 trials, chances are you found yourself in this situation more than once. Other scenario where you wouldn’t want to use your number if you […]
Tip #1015: Remove mandatory and locked fields
Tip 1006: “Remove the stuff you don’t need. Doing tickets for internal helpdesk and don’t need entitlements? Turn it off and remove it from the form.”. Easy for Joel to say. Dynamics 365 has a lot of baggage, both good and bad – let’s see what happens when I create a new Case form. We […]
Tip #1013: Include attributes that are not there
New Developer Guide, as it turned out, contains a lot of useful nuggets, little enhancements that make developer’s life much easier. How many times did you need some field values for the use in javascript but didn’t really want to include the fields on the form? Something like lattitude and longitude, for example. Would it […]
Tip #1012: Developer Guide of the Future says hello
According to the timestamp on the page, it is the future because, as of the time of writing, there is no place on Earth where 31st of October is a reality. Developer Guide for Dynamics 365 Customer Engagement, version 9.0, the release formerly known as July 2017 Update for Dynamics 365 (online), is now available […]
Tip #1010: Use synchronization filters
I have a customer who is running Dyn 2016 8.0 On-prem and Server Side Sync. One of the accounts has 12000+ appointments and when/if we do a “Test and Approve” of the mailbox it seems that the resync of the mailbox with the Exchange Server (ver 2010) takes a very long time, often over 12 […]
Tip #1005: Keep your portals warm and cuddly
This week I had a privilege to sit among Australian Technical Solution Professionals (TSPs) absorbing some of the best selling techniques delivered by none other than our resident video tipster Derik Bormann. One of challenges of the pre-sales demos is that they need to flow as smooth as butter – there is no room for […]
Tip #996: Learn at the summit
What’s the point of running CRM Tip of The Day site if you can’t wheel it out when you need a bit of a promotion? So here we go. If you’re attending D365UG/CRMUG Summit in Nashville next week, and thirsty for more Dynamics 365 goodness, consider signing up for one of the 25 D365UG/CRMUG Academy […]
Tip #990: New ways to consume tip of the day
With only a handful of tips left before the extra digit kicks in, we thought it’d be a good idea to quickly tell you the new ways to consume tip of the day. If you are a proud owner of a device running iOS 9 or later, you can now subscribe and read tip of […]