If you make changes to the marketing list entity in Dynamics 365 v9 and try to move your customization, you may receive an error importing the customization. Solution: Extract the solution and open the customization XML file Locate the List entity in the XML file Add the following tag in the XML file: <IsReadOnlyInMobileClient>1</IsReadOnlyInMobileClient> 4. […]
So you want to use hierarchical security to give your sales managers access to their team’s account records. One thing that you should be aware of is how hierarchical security works when users are disabled. If a user becomes disabled, records that he or she owns are not available for hierarchical security. This is a […]
Several people have recently asked me if they could use VOC to send surveys to application users. The answer to that question is “yes, sort of.” When you send a non-anonymous survey invitation, you copy an HTML snippet to a Dynamics 365 email template, and when the system generates the email, it replaces the snippet with […]
“It’s a small change, we don’t need to test it” said many a CRM administrator. What could go wrong? Maybe this ancient CRM proverb will make you rethink that idea: Because the admin added a field to the opportunity form, the field count increased beyond the mobile field count limit, Because the field count increased […]
We have had several tips about icons in Dynamics 365. As Tanguy reminds us, if you want your icon to show in the unified interface sitemap, you need to use Scalable Vector Graphics (SVG) format. Andrew Magnotta from Microsoft shares a tip about how he quickly creates SVG images for Dynamics 365. Method Draw – […]
Jerry Weinstock found out the hard way that if you change your Dynamics 365 instance URL after you install Voice of the Customer, survey responses will not synchronize with Dynamics 365. Survey responses will still be captured in Azure, but they will not appear in Dynamics 365. If you want to change your URL, do […]
When you export to Excel Online in Dynamics 365 online, you can edit values and create new records, then click the “Save changes to Dynamics 365” button, the changes will be uploaded to Dynamics 365. Sometimes when you hit the save changes button, you may be presented with this option: So should you stay or […]
In Tip 844 we talked about the Dynamics 365 service admin role in Office 365, which allows people who aren’t Office 365 global administrators to manage Dynamics instances, copy sandboxes, and other administrator features. So if you give someone the Service Admin role and they don’t see the ability to do something like copy an […]
Today’s tip is from Scott LeFante. Scott is the co-host of the “At Your Service” podcast, heard on the CRM Audio podcast network. When working with Work Orders and their corresponding data, such as Service Tasks, be careful about removing or hiding fields from forms. Field Service functionality includes many out of the box plug-ins […]
The biggest challenge to knowledge management is content creation–somebody has to create the knowledge base articles. Emails can be a good source of knowledge base content. You are emailing your contacts and answering their questions, giving users a good way to quickly create knowledge articles from emails can be a good idea. There isn’t a […]
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