Tip #1223: Resetting AI for sales

Asimo robot doing handsign

I recently was getting an error when I would try to configure predictive opportunity scoring or Talking Points in Dynamics 365. If you don’t mind losing your existing predictive scoring model data, the following solution fixed it for me: Delete the following solutions:PredictiveOpportunityScoring_upgrade, PredictiveLeadScoring_upgrade, SICommon_Upgrade, RelationshipAnalytics_Upgrade. Manually delete PredictiveOpportunityScoring solution Manually delete PredictiveLeadScoring solution If […]

Tip #1222: View is not available error in App for Outlook

assorted-color signage lot on road during daytime

Update: this can also be caused by system views being deactivated. See https://support.microsoft.com/en-us/help/4338690/the-view-is-not-available-error-message-appears-when-opening-an-email ————————————— You open Dynamics 365 App for Outlook and you see an error in the Outlook app pane saying “View is not available. Contact your administrator.” This part of the pane is a form in the contact or lead entity called the […]

Tip #1216: New form designer preview is now available in North America

Tatooed arm holding a folder with a sign Be Creative Design

At the end of 2018, Microsoft announced a preview of the new WYSIWYG form designer. This new maker experience looks like the Unified Interface, making form configuration look and feel like it does to end users. Unfortunately for those of us in North America, the preview was not available in our environments. Now it is. […]

Tip #1214: Add “what’s new” to unified interface

Stack of daily newspapers

We use activity feeds and the “what’s new” dashboard in D365 classic UI to see a feed of posts in the system. This doesn’t show up in unified interface–how can we use the activity feed wall in unified interface? Keep me posted Dear posted, The activity feed wall is replaced in unified interface by the […]

Tip #1210: Getting to settings from unified interface

Fine dining table setting from above

One objection to switching to the unified interface is that some users need to access functionality in the settings area (create workflows, manage users, system settings) and we want to have a consistent user experience for all users. With recent updates to the unified interface, you can now easily get to the settings area from […]

Tip #1208: More entities now work from Unified Interface

Seinfeld: more of everything

Until recently the list of entities that didn’t work on unified interface included goals, connections, campaigns, and marketing lists. With recent updates, these entities can now be accessed from unified interface model driven apps. This is great news if you use one of these entities–I’m especially excited about marketing lists, as there are many great […]

Tip #1204: Export marketing lists with more information

Export Excellence Award

Is there a way to export a marketing list and include email addresses and other information? When I export a marketing list, I just get the lead or contact’s name. Reader Yes — you can get email address, phone number, address, and any other information from the contacts or leads who are members of the list. […]

Tip #1202: Editable grid control not working in subgrids

Worm's eye view photography of a metal frame

I enabled the editable grid control on a subgrid, but after publishing, I still see the read-only grid in the subgrid in classic UI. The grid is editable in unified interface. What’s up? Gridless reader Chances are you have legacy form rendering enabled in your environment system settings. Disable legacy form rendering and your subgrid will […]