Tip #1328: Video Guide to 2020 Wave 1: Customize the Case Resolution dialog

I wish we could customize the fields that appear on the case resolution dialog Every D365 Customer Service user ever Dynamics 365 2020 Wave 1 introduces a new setting that lets you use a quick create form instead of the standard dialog for case resolution. This means that you can change the fields that appear […]

Tip #1323: Kill the case customer field

The “Customer” field on cases is a bad idea, and you can’t change it to not-required. I just want to add a lookup to accounts and automatically populate the customer field. Anonymous reader “Meve Stordue” You can’t make the customer field non-required, but it is possible to replace it with an account lookup and automatically […]

Tip #1318: Why don’t I see the “associated records” link in subgrids?

In unified interface, when you click on the more option button, you will sometimes see the the option to see the related records in the subgrid. This is handy, especially when you want to see all of the view options, like filters. But sometimes you might see the “see all records” option instead. This is […]

Tip #1317: Make lead qualification better with Power Automate

You work on a lead in Dynamics 365–you have several conversations and enter some notes. After you qualify the lead, the activities show up on the account or contact record that was created in the qualification process, but the notes are left behind on the lead. Power Automate to the rescue! Create a Flow that […]

Tip #1312: View process history from Unified Interface forms

Tipster note–this tip is an unsupported tip. It’s not going to damage anything, but it is unsupported and may stop working with future updates. Proceed at your own risk. So you have moved to unified interface, but you want to be able to see the process and workflow history for a record. Microsoft has not […]