Tip #883: Exporting filtered lists to Excel from subgrids

In CRM 2013 – Dynamics 365, subgrids do not have the “Export to Excel” button, but you can click the “pop out” button on the subgrid to open the full associated view, from where you can export to Excel. However, what if your subgrid is filtered by a different view? Let’s say you have 20 […]

Tip #879: Merging duplicate Outlook contacts

Merge

If you use Dynamics 365 contact synchronization (either server-side or client-side), you will find yourself in situations where you have duplicate contacts in Outlook. This can happen when you reconfigure the Outlook client, other users create duplicates, or many other reasons. Contact duplication is also an issue when users first configure synchronization of contacts, and […]

Tip #878: Swiping in Dynamics 365 for Phones

In this video tip we talk about the differences between how Dynamics 365 for Tablets and Dynamics 365 for Phones navigationally swipe. Since the phone app does not include any animation when users swipe, some users have the perception that the swipe isn’t working or the app is unresponsive, then they leave negative reviews. In this video […]

Tip #874: Update email subject or body with workflow

Sometime, somewhere you are going to want to update the subject line or body of an email after it has been sent or received with a workflow. If you do, your workflow will fail with the following error: “Cannot update subject or description unless email is in draft status.” To make your workflow succeed, have […]

Tip #873: Can’t open records after Dynamics 365 upgrade

Can opener

After your CRM online environment is upgraded to Dynamics 365, some users are seeing the following message when trying to open records after the upgrade: As referenced in this Microsoft support article, the answer is to clear your browser cache. In Internet Explorer, the typical process to do this is to click Tools–Internet Options–under Browsing […]

Tip #863: Learn TypeScript

TypeScript

This morning we released episode 50 of CRM Audio, and our guest Daryl Labar talked about TypeScript, an open source superset of JavaScript that adds optional typing, classes, syntax, and Intellisence. To get started with using TypeScript in Dynamics 365, Daryl recommends the following resources: TypeScript Playground — write TypeScript and see what it looks like in JavaScript ReSharper — […]

Tip #862: Mobile offline profile decision matrix

When deploying Dynamics 365 mobile with offline capabilities, it is important to plan your profiles. Profiles define what data should be available when offline. I use a simple planning matrix to define the filter options for each business group that will be used offline. This spreadsheet includes the standard filter options: All Records Related Data […]