Some Dynamics 365 administrators have found that installing Dynamics 365 for Marketing in their dev environment prevents them from moving their configuration changes to production. Trigger warning–licensing talk ahead (but trust me, it will be worth it) To understand why this is, you first have to understand how the marketing solution is licensed. Unlike almost […]
When Dynamics 365 v.8 was released, mobile offline was a big deal. But when we got to v9, the feature was turned off due to stability issues. Well good news, it is now back. You can configure offline profiles from the classic/advanced settings area. To use offline mobile, set the organization data download filters on […]
If you use any of the new Microsoft solutions/apps for Field Service, Customer Service, PSA, or marketing, you will notice some new roles appear in your security role list that contain the works “app access.” We’ve discussed all of the reasons that model-driven apps may not work correctly for users. The most common reason is […]
I’m seeing a common reaction in the Power Platform community when wizards like Scott Durow post really cool PowerApp examples. This is really cool, but I don’t think an average non technical consultant or user can create PowerApps. Average Citizen I get this reaction–there are some very long, complicated expressions and near code operations that […]
In a recent virtual conversation with Steve Mordue, Steve inquired about using the new Unified Interface email editor to create email templates. While Microsoft has not (yet) gotten around to adding the template creation process to unified interface, there is at least one approach you can take to design your templates in the new email […]
If you use Microsoft Planner to plan your project tasks, you may want to automate creation of tasks. You can do this with Microsoft Flow. You will notice that you can’t update fields like the task description when you create a task–this is actually a separate step, called update task details. But if you try […]
When you start using Flow, it is tempting to just add your triggers and actions and go, but there is one small detail you don’t want to forget–rename those steps. For those who don’t know, you can click the … on a step in Flow and select rename. This will then let you rename the […]
TIP UPDATE–after further testing, it appears that this tip may not be necessary. Get record is helpful if you need to get additional details from a related record, but you should not have to do get record after an update trigger. You create a Flow that runs when a record is updated. Occasionally the Flow […]
After an update, you can’t get into your model driven app. The error says “Invalid App Site Map.” To fix this, open the app in app designer. Click the pencil to open Site Map Designer. Make some kind of update to the SiteMap–if you don’t want to rearrange the subareas you can simply edit the […]
We have an old version of Exchange that doesn’t support the Outlook app, but we want to move to Unified Interface only in browser. Is this possible? Old timer As you may know, if you want to disable the classic UI for all users, you can go to “My Apps” and select the […] button […]
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