Tip #1235: Create personal charts in Unified Interface

Neon sign "personal space" on black background

Nasty rumors (and this official page from Microsoft) claim that you cannot create personal charts from Unified Interface. This is not true anymore. From any view in your unified interface model-driven app, click “show chart” then under the more options (…) menu, click “+ new.” This will launch the classic chart builder in a new […]

Tip #1234: When Dynamics 365 App for Outlook hasn’t found what you’re looking for

person searching through tabbed folders

You set regarding in the Dynamics 365 App for Outlook, but you don’t get the results you expect. If you are in Outlook desktop, you should be aware that behind the scenes webpages rendered in Outlook (and the entire Office platform) are rendered in Internet Explorer. This issue can be caused by cache issues in […]

Tip #1230: Launch KB hyperlinks in a new window

Nature, moon, airplane and sky HD photo by eberhard grossgasteiger (@eberhardgross) on Unsplash

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 #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. […]