Tip #1318: Why don’t I see the “associated records” link in subgrids?

In unified interface, when you click on the more option button, you will sometimes see the the option to see the related records in the subgrid. This is handy, especially when you want to see all of the view options, like filters. But sometimes you might see the “see all records” option instead. This is […]

Tip #1317: Make lead qualification better with Power Automate

You work on a lead in Dynamics 365–you have several conversations and enter some notes. After you qualify the lead, the activities show up on the account or contact record that was created in the qualification process, but the notes are left behind on the lead. Power Automate to the rescue! Create a Flow that […]

Tip #1316: Do form embedded charts work in unified interface?

A cool 1950s retro gauge located in a nuclear power plant in central Idaho. I have no idea what it is, how it works, or what measurement they were taking, but it sure looked cool.

I heard that you can’t put charts on form in Dynamics 365 unified interface. Is that correct? Tip Jar We’ve received this question from several readers, so I decided to check it out. I did this in Dynamics 365 Online v 9.1. I don’t know if this works in on premise 9.0. Add a subgrid […]

Tip #1315: How to remove Field Service from Dynamics 365

Two surgeons in full scrubs performing a surgical procedure in a theater

Disclaimer for Ben Vollmer: We love field service. If it was food, we would eat it at every meal. That out of the way, sometimes you find yourself with solutions in your environment that you don’t need. Maybe you set up a trial of Dynamics 365 and you accidentally chose the “I want it all” […]

Tip #1312: View process history from Unified Interface forms

Tipster note–this tip is an unsupported tip. It’s not going to damage anything, but it is unsupported and may stop working with future updates. Proceed at your own risk. So you have moved to unified interface, but you want to be able to see the process and workflow history for a record. Microsoft has not […]

Tip #1311: Use entity name in Flow lookups

If you are building your Flows from solutions and connecting to Common Data Service, you should use the CDS (current environment) connector. When you do, if you populate lookup fields, you might get a “resource not found” error message. If you get this error, like I did, you are probably just putting the guid of […]

Tip #1309: 213 revisited: Embedded user role list

Assorted wooden frames

Seth Bacon commented recently on tip 213 letting us know that it still worked in classic UI to embed a subgrid of security roles on user records, but this approach does not work in unified interface. Well it is 2019 now and we now other methods. Hardit Bhatia explains how to do this with an […]