You try to configure Dynamics 365 for Outlook (legacy Outlook Client) against a sandbox organization that has been copied from production, but when you do, you get an encryption error. This error can be caused by restoring a copy of a production environment that has data encryption enabled and not restoring the encryption key. If […]
In a recent MVP discussion, a question was asked about a Microsoft Flow that was not being triggered on update of a custom entity. David Yack pointed out that Microsoft Flow currently uses Change Tracking to trigger on record updates and deletions. If you find that your Flows are not flowing when changes happen in […]
One of the ways that you can make Voice of the Customer your own is to brand it–change the theme colors and add images. However, the image files are a bit of a mystery–they are not CRM image web resources, and don’t follow the same logic for file sizing. And the available documentation does not […]
You try to install Voice of the Customer, but the installation fails repeatedly. What is going on? You are doing it wrong. Don’t just go to the Dynamics 365 instance picker, click solutions, and then install Voice of the Customer. First go to the Application tab of the instance picker, configure and approve the T&C’s […]
In Dynamics CRM 2015 or later we have cross entity search. This allows users to search across multiple entities and displays the results on a single screen. If you don’t find the record you want, you can hit the + button. So when you are training users, should you train them to create new records […]
You have people in your company who are not Dynamics users, will never use the system, and have no need to own records. However, you want to track those relationships and include them as activity parties or have them synchronize to your Exchange/Outlook contacts. What are the options? Disabled users: Add a Dynamics 365 license […]
If you open Dynamics 365 Online 8.2 in Internet Explorer or Microsoft Edge, you may see a second tab with a blank page open automatically. The page will have a URL that starts with https://www.crmdynint.com/Auth/v2/. The browser will prompt you to close this tab. The first time I saw this, it reminded me of back in […]
One of my favorite classic features of Dynamics 365/CRM is the marketing list. While it is never on the top of anybody’s list of top features, and the legacy campaign features with which it is associated are long in the tooth, static marketing lists have some unique capabilities that give them utility outside of marketing […]
So you want to give users who are not system administrators the ability to manage roles for other users, but you don’t want to give them the ability to elevate their own roles? How do you allow users to manage other users’ roles without promoting themselves to system administrator? In the role for the user […]
A client recently asked me about the ability to limit who can move an opportunity out of the “propose” stage. They would like to only allow sales managers to move to the next stage of the business process flow. Knowing that Dynamics 365 does not limit stage movement by role, I reached out to some […]
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