Tip #1254: Design Dynamics 365 email templates with the new email editor

Antique silver typewriter in shallow focus photography

In a recent virtual conversation with Steve Mordue, Steve inquired about using the new Unified Interface email editor to create email templates. While Microsoft has not (yet) gotten around to adding the template creation process to unified interface, there is at least one approach you can take to design your templates in the new email […]

Tip #1246: Use “Get Record” to get all the fields in Flow

Sign on a brick wall saying "Grab"

TIP UPDATE–after further testing, it appears that this tip may not be necessary. Get record is helpful if you need to get additional details from a related record, but you should not have to do get record after an update trigger. You create a Flow that runs when a record is updated. Occasionally the Flow […]

Tip #1239: Can’t manage solutions

Two similar sheep standing in the field looking at the camera

If you want to enable a standard Microsoft solution like Gamification, Voice of the Customer, or Field Service, the standard method is to go to the Dynamics 365 instance manager, select your instance, then click the Solutions button. But what if you select your instance and do not see the solutions button? As Marius “Viking” […]

Tip #1235: Create personal charts in Unified Interface

Neon sign "personal space" on black background

Nasty rumors (and this official page from Microsoft) claim that you cannot create personal charts from Unified Interface. This is not true anymore. From any view in your unified interface model-driven app, click “show chart” then under the more options (…) menu, click “+ new.” This will launch the classic chart builder in a new […]

Tip #1234: When Dynamics 365 App for Outlook hasn’t found what you’re looking for

person searching through tabbed folders

You set regarding in the Dynamics 365 App for Outlook, but you don’t get the results you expect. If you are in Outlook desktop, you should be aware that behind the scenes webpages rendered in Outlook (and the entire Office platform) are rendered in Internet Explorer. This issue can be caused by cache issues in […]