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
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
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 #1212: Where are my apps?
I attended your webinar about model driven apps.Our sandbox has been upgraded to V 9.1 and our production environment will be upgraded tomorrow. In preparation for this, I have created and published an app . I have added the appropriate security roles to the app, but it is still not showing up for selection for […]
Tip #1210: Getting to settings from unified interface
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
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 #1206: View any Dynamics 365 record on a calendar
I want to see a calendar of my opportunities based on estimated close date (or other date field on the opportunity record). Can I do that, or do I need to license a third party add-on? Sales Manager If you use unified interface, you can display any record in a calendar view via the calendar […]
Tip #1204: Export marketing lists with more information
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
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 […]
Tip #1201: Working with integer variables in Microsoft Flow
In tip 1199, Leon Tribe talked about the power of using variables in Microsoft Flow. Leon astutely pointed out that using variables can simplify process development by allowing reuse of values between steps in Flow, and they can also be used for calculation purposes and building strings. One challenge with working with integer type variables […]