Happy Valentine’s Day. Here’s a tip you may love if you use Folder Level Tracking. One common criticism of Folder Level Tracking is you can’t track a message at the same time that you send the message, like you can when you use CRM for Outlook. You can move the message from the Sent folder to the tracking […]
A few years back while writing the CRM Mobile Survival Guide, I found that SSRS reports could not be run on mobile, even when viewing CRM via the tablet browser experience. Unless you took several extra unsupported steps such as tricking Safari into thinking it was a desktop browser. In my tests of Dynamics 365 […]
Occasionally I get the question, does Dynamics CRM/365 include an undo/redo feature. While the application does not have an undo button, it does support the features of your operating system, and if that OS is Windows (any version), you can use the keyboard shortcuts CTRL+Z to undo, and CTRL+Y to redo. Note that this is […]
Say you installed the PSA solution in your sandbox environment, and you decided that you aren’t quite ready for it, so you want to remove it. However, when you try to uninstall the solution, the process fails, but the log gives you no indication about what is causing the conflict. This was where we found […]
If you have deployed CRM mobile apps for phones or tablets, you may have found that sometimes form scripts that work in browser on a PC do not work in mobile, or the mobile app gives you an error message that you don’t see in the browser on your computer. This can be frustrating as mobile devices […]
I have a scenario for a line of business application. Should I use Dynamics 365, or should I build a Power App? This is a question that a growing number of companies are asking. The marketing message around PowerApps is very similar to the xrm message–build powerful line of business applications without having to worry […]
So you licensed Dynamics CRM Online prior to the November release of Dynamics 365, and you want to go to Dynamics 365 now, without waiting for the upgrades to happen in January (and you haven’t really done much configuration in your environment). Here’s how you can have that Dynamics 365 goodness right now: Go to […]
You have a field that you want to make read only. So you check the box on the form field properties to make the field read only. If you have Dynamics 365, keep in mind that there are now more places than the form that fields may be updated–editable grids. Just setting the field on […]
I would like to see my sales team’s appointments on the same calendar. Should I change my appointment sync rule to get all appointments for my team synchronized to my calendar? No. Don’t do it. That is a sure-fire way to make your Outlook calendar unusable. You won’t know what is your appointment, vs. your […]
If you have been administering CRM Online organizations, you may find that your cheese has been moved. Normally, you would click the Office 365 app selector from the Office 365 Admin console, and then select Dynamics CRM to get to the list of organizations. Now you will find that replaced with the snazzy new Dynamics […]
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