In many Dynamics 365 implementations one of the customizations which can have an enormous impact to user adoption is the customization of the CRM Theme. However, changes made to an organization’s theme are not solution aware. As a result, each theme customization must be made manually in each environment. Now, if there were no other way […]
Tip #849: Adding Security Roles to Dynamics 365 Apps
One of the great new features of Dynamics 365 is the new App Designer. (For a video review of the App Designer, take a look at Tip #799). The App Designer allows the customization of Dynamics 365 to create targeted experiences for user navigation based on job function or system areas of importance. For example, a “Sales” app […]
Tip #841: Mobile client metadata is corrupted due to null reference issue
Recently, I had experienced a significant failure with the Dynamics 365 for Tablets client. It had seemed to present itself out of the blue, without any real reasoning or trigger behind it. As we reviewed the errors presented via developer tools in Chrome while loading the tablet client in a browser, we saw a significant […]
Tip #775: Change The Default Order of Activities on the Social Pane
If you are like me, you have a love/hate relationship with the Social Pane. A conceptually cool widget on an entity form, it is where Posts (do you still use these?), Notes, Yammer, OneNote, OneDrive for Business and our focus of this tip…Activities reside. Why do I hold any disdain for this collection of valuable […]