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 […]

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 […]

Tip #1175: CDS and data object prefix

Long live bacon

Recently we interviewed Evan Chaki, Principal Program Manager for PowerApp and D365 maker experience on CRM Audio. In the conversation, we discussed the dual maker experiences–configuring model-driven apps via web.powerapps.com or via D365 solutions and App Designer. To the question of which maker experience that D365 configurators should use, Evan said that there wasn’t a wrong […]

Tip #1171: You can now configure the Dynamics 365 v9 App for Outlook

Wrenches

In Dynamics 365 version 9, the App for Outlook is an app module. However, when initially released, this app module was not configurable. Microsoft has introduced the ability to filter the entities included in the app module — this means that if you don’t want users to see certain entities in the set regarding dialog, […]

Tip #1170: Turn on soft delete in Azure Blob

Soft feathers

If you extract your Dynamics 365 attachments to Azure Blob, you need to plan for disaster recovery. What if something happens and your attachments are accidentally deleted? Azure Blob now supports Soft Delete. When enabled, deleted data can be retained and restored for up to 365 days.This feature is off by default. Without soft delete, […]