You enable mobile offline synchronization in Settings–>Administration. It tells you that offline provisioning was successful. However, when you navigate to settings, you don’t see the link. Using the XRM toolbox (or other Sitemap editor of your choice), add the following subarea to your sitemap.
After you enable Gamification in Dynamics 365, you will notice a new category of workflow steps available to you. These workflows may be useful to you in controlling how Gamification works (such as automatically triggering KPI rollups, disabling KPI’s, etc), and some of them may be useful for other purposes (stop all running workflows). The […]
Recently we posted about Unified User Interface (UUI) myths. Much of that, and other discussions, have focused on the additional goodies the UUI will bring to mobile users. But the benefits also go the other way–web/PC users of the Unified User Interface (UUI) will finally be able to use some of the “mobile only” functionality […]
Microsoft recently announced that Parature will be discontinued on May 18, 2017. To help their customers who currently use Parature, Microsoft is providing a toolkit which includes: A data migration tool to migrate accounts, contacts, cases (tickets), knowledge base articles, and files; Portal templates you can choose from to quickly deploy a modern support portal; […]
CRM Tip of the Day reader writes: I want to automatically close phone calls without the user clicking the “close” button. How can I do that? In the words of Theodore Roosevelt, “Far better is it to dare mighty things, to win glorious triumphs, even though checkered by failure… than to rank with those poor […]
This is the latest in our series of posts called “Reviewing the reviewers.” Given that the Apple App Store does not allow responses to app reviews, we are responding to these frequently misguided reviewers here, and explaining how they can resolve the issues that they are seeing with the Dynamics 365 mobile app. Read the […]
In Dynamics 365, you can specify an organization data download filter for entities enabled for mobile offline. From the entity customization form, check the box for “enable for Mobile offline,” then click the link for Organization data download filter. On the next screen, you will get what appears to be an Advanced Find type screen […]
As you probably have heard, Dynamics 365 July 2017 update is now General Availability (GA). If you set up an online trial environment or you provision a new organization in any geography, you will now receive a shiny new Dynamics 365 v9 environment. As you rush off to provision your environment, be sure to read […]
Steve “kick the hornet’s nest” Mordue asks: Does anyone know of a tool for comparing two security roles easily? Good news Steve. There’s a Yack for that. David Yack’s fantastic Xrm.Tools has a security role explorer that allows you to easily compare two Dynamics 365 security roles, identify what is unique to each role, and […]
The Ajax control for Bing Maps in Dynamics CRM 2013-2016 on premises has reached end-of-life. Sometime in the next few weeks, maps will stop rendering, leaving you with a blank area where the map used to be.. You can find an update for your environment in support KB 4038205.