Tip #1231: Activity Quick Create in Unified Interface

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I’m testing Unified Interface and when I create an activity from the timeline control I don’t see the quick create form. Reader question One thing that can cause this to happen is if you don’t have the Appointment, Phone Call, and Task entities in your model driven app. In other words, if you just have […]

Tip #1230: Launch KB hyperlinks in a new window

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We use Dynamics 365 Knowledge Base in USD (Unified Service Desk – t.j). We have links to PDF’s and images of schematics and detailed drawings in our KB articles. When users click the link they see the complex image or document in the KB article frame. How can we open the image or document full […]

Tip #1226: Avoid Model-Driven Failure

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When deploying model-driven apps, there are multiple potential points of failure that can affect users’ ability to access part or all of the app. The following is a non-exhaustive list of some of the more common areas to check if the user can’t see the app or access certain parts of it: User is missing […]

Tip #1223: Resetting AI for sales

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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

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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

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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

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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 […]