Tip #994: Compare two security rules

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 […]

Tip #989: Cross-survey reporting with Dynamics 365 Voice of the Customer

Consider this scenario: you are conducting 4 different surveys, each of a different industry. But you want to be able to report on Net Promoter Score across all industries. What are the options to optimally group and report the the NPS responses across all four surveys? On the question record, there is a field called “reporting text.” […]

Tip #988: Tracking confidential emails

Tip of the day reader Christian Schulte shares the following tip about tracking emails flagged “confidential” with Dynamics 365 for Outlook (the “Outlook client”). Let’s say you get a mail with a confidential-flag with sensitivity level set. It is not important which sensitivity-level it is (private, personal, confidential). If you decide to track this mail, […]

Tip #984: App confusion

Following the word “insights,” the most overused word in Dynamics 365 is “app.” App is used in multiple contexts, and can create confusion when discussing Dynamics 365. I find it helpful to use the following terminology to add clarity when discussing Dynamics 365 apps. Mobile app: The official Dynamics 365 mobile app, available for iOS, […]