When using the new Outlook app for Dynamics 365, be aware that the user experience in Outlook is different between Outlook 2013 and Outlook 2016. In Outlook 2016, users will see a Dynamics 365 button on the menu of Outlook. After pushing the button from an email message, the app pane will open and launch […]
In Dynamics 365 Customer Engagement(8.2), if you change a Business Unit’s parent BU, custom security roles in the Business Unit may be duplicated. If you then change the parent BU a second time, a third copy of the roles will be created. This is a known issue. If it happens to you, open a ticket […]
Update 9/5/2017–This solution is not supported and does not provide migration of existing attachments. See Tip 971 for additional recommendations on moving CRM attachments to Azure. Apparently our friends at Microsoft Research have heard Neil Benson’s eloquent explanation of storage costs in Tip #553, as they have released a solution called Attachment Management in AppSource. This […]
Back in Tip 276 we talked about the challenges of administering CRM Online/Dynamics 365 without being a global admin. There really hasn’t been a good answer for companies that don’t want their deployment admin to be a global administrator. The good news is this has changed with the introduction of the Dynamics 365 Service Admin role. […]
I created two dashboards and assigned each one to a different security role. However, users without the roles assigned to the dashboards are seeing both dashboards. What’s going on? Whenever I come across an unexplainable security test result in Dynamics 365, the first thing I do is check the teams assigned to the users in […]
One of the limitations of the Dynamics 365 (and 2016) mobile app is personal charts and views shared with another user do not display in that user’s mobile app. Saved personal views and charts that I own (or that a team on which I’m a member owns) do display in the mobile app. As a […]
When looking at solutions available for my Dynamics 365 organization, I saw that there were two solutions available for Gamification. “Fantasy Sales Team” and “Gamification.” So what is the difference between these solutions? Does “Gamification” include all of the functionality in Fantasy Sales Team? Scott Durow to the rescue: FST was essentially a preview and […]
My production CRM Online environment was upgraded to Dynamics 365 last week, and I was very excited to use the new stacked UI on mobile. If you haven’t heard, Dynamics 365 mobile will now display multiple dashboard charts on the same screen in mobile, reducing the amount of left/right swiping users must do when viewing […]
On the most recent episode of CRM Audio we discuss using Microsoft Flow to create a task in Wunderlist when a task is assigned to me in Dynamics 365. On the surface, this looks like an easy process. Have a flow triggered when a task is created in Dynamics, have a condition that ownerid=me, and then create the […]
Dear Tipsters, How can I create and close a task in one step on mobile, similar to the create and mark complete process in Dynamics 365 in browser experience? Signed Taskmaster Taskmaster: In the Dynamics 365 mobile app, create a task. From the edit form, click the options (…) button in the lower right corner. […]
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