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, […]

Tip #983: Why Excel templates are better than dynamic spreadsheets

With the deprecation of the Outlook Client, some users are wondering about dynamic spreadsheets. If you are moving to the cloud or have IFD on premises, you need to run Dynamics 365 for Outlook (the Outlook client, not the new app) to use dynamic spreadsheets. I’ve had this conversation with multiple clients, and while they […]

Tip #982: Before you fire your administrator

Please be careful when disabling System Administrators in Dynamics 365. They are likely to own things, such as workflows. Before disabling System Admin accounts, check to see if there are any organization scope workflows that they own. If there are, reassign the workflows to another System Admin user account. If you don’t, these processes won’t […]

Tip #980: Unified User Interface Myths

In Dynamics 365 v. 9, Microsoft is releasing a whole new interface called the Unified User Interface (UUI). This doesn’t mean that the Dynamics 365 Enterprise interface is going away yet, but it does mean that for certain types of users and applications, the interface is changing. Other bloggers have done a better job than […]

Tip #978: Limitations in Voice of the Customer

Voice of the Customer is a great solution for customer surveys, offering a wide variety of survey question types. But before you deploy it, it is important to understand the limitations and validate that the way you are going to use it fits the tool. Licensing: Full Voice of the Customer capabilities are licensed with Dynamics […]

Tip #976: Dynamics 365 Outlook App conversation tracking

Now that the Outlook client is deprecated, it is important to be aware of how the automatic tracking options work with the new world of Outlook App + Server-Side Synchronization. If you have your personal options set to track email messages in response to tracked emails in Dynamics 365, when a user tracks and sends […]

Tip #975: What is “user activity tracking” in Gamification

One of the new KPI’s introduced in the May 2017 update for Dynamics 365 Gamification is “user activity tracking.” According to the documentation, this KPI ” award(s) points based on a user’s activity in Dynamics 365.” This “circular definition” is not extremely helpful, as it doesn’t define the types of user activity that give users points in […]

Tip #974: Attachments vs. Documents

We have posted here about attachments, and we’ve posted about documents, and whether you should extract your attachments to Azure or SharePoint. But in these discussions, users can get confused, so in this post, I’m hoping to add some clarity to this topic. In my opinion, attachments and document management are two different use cases. […]

Tip #969: The problem with sharing

Does Microsoft have guidance about how much sharing is too much? — CRMTOD reader I find it hard to believe we have gone 968 tips without talking about the risks of excessive sharing in Dynamics 365. Few features in CRM parallel sharing on the “this is the best thing ever/this is my worst nightmare” scale. […]