Tip #1206: View any Dynamics 365 record on a calendar

Walk over calendar

I want to see a calendar of my opportunities based on estimated close date (or other date field on the opportunity record). Can I do that, or do I need to license a third party add-on? Sales Manager If you use unified interface, you can display any record in a calendar view via the calendar […]

Tip #1204: Export marketing lists with more information

Export Excellence Award

Is there a way to export a marketing list and include email addresses and other information? When I export a marketing list, I just get the lead or contact’s name. Reader Yes — you can get email address, phone number, address, and any other information from the contacts or leads who are members of the list. […]

Tip #1202: Editable grid control not working in subgrids

Worm's eye view photography of a metal frame

I enabled the editable grid control on a subgrid, but after publishing, I still see the read-only grid in the subgrid in classic UI. The grid is editable in unified interface. What’s up?Gridless reader Chances are you have legacy form rendering enabled in your environment system settings. Disable legacy form rendering and your subgrid will be […]

Tip #1201: Working with integer variables in Microsoft Flow

Image of assorted row of numbers

In tip 1199, Leon Tribe talked about the power of using variables in Microsoft Flow. Leon astutely pointed out that using variables can simplify process development by allowing reuse of values between steps in Flow, and they can also be used for calculation purposes and building strings. One challenge with working with integer type variables […]

Tip #1195: Your D365 V9 On Premise Questions Answered

Private property sign

We had a chance to check out Dynamics 365 v9 On Premise, and in the process answered some of our lingering questions. Does v9 On Premise have Unified Interface? Yes — Unified Interface is included in V9OP. You can create new model driven apps and select between web and classic UI. Note it is the […]

Tip #1194: When the App for Outlook shows a random dashboard

Random street art

You provision the Dynamics 365 v9 App for Outlook and click the Dynamics 365 button in Outlook, but what you see is a random dashboard from Dynamics 365, not the Outlook App pane with the set regarding options. The thing you need to know is that the Outlook app pane is a dashboard in Dynamics […]

Tip #1193: When Case attachments exceed your limitations

Use carabiner to connect safety harness

I’m setting up automatic case creation from email in Dynamics 365–what is the expected outcome if someone sends an email to my queue that has an attachment that exceeds my attachment file size limits in Dynamics?A reader Not finding any official documentation about what the expected result should be, I set up a simple test […]

Tip #1188: The case of the missing activity tab

Tabs in a book

I was recently upgrading a client from CRM 2011 to Dynamics 365 online, and for one custom entity, after reconfiguring the form and adding the timeline control, the form would only display the notes tab of the social pane. I removed the pane from the form, saved, published, and re-added the pane, and all I […]

Tip #1185: Customize the document grid

Magnifying glass and color grid

I upgraded to server side SharePoint integration and now I don’t see enough detail from the document grid. It doesn’t show me who checked out the file, and I have to open the SharePoint location to see who checked it out.Reader Good news–with server-side SharePoint integration you can customize the grid more than you could […]