of the Day
Change to how lookups behave in Unified Interface is coming in December. &tl;dr Up until now Unified Interface used Lookup View to perform the search. After the change is rolled out, Unified Interface will use Quick Find view (with resulting columns are still coming from the Lookup View), as the classic interface does. With this […]
Being a mature product, Dynamics 365 rarely lends itself to short tips these days. Microsoft Flow, new kid on the block, on the other hand, is ripe for short bursts of wisdom. Today’s one is from Rob Dawson (and you can send your nugget to jar@crmtipoftheday.com too!) With the drive toward use of Flow instead […]
I thought we chewed SVG to death and even showed how to create SVG images for a Minecraft Dynamics deployment but Tom-Richard “Another CRM Viking” Follegg proved me wrong. (Would you like to earn a “George is wrong” sticker? Send your tip to jar@crmtipoftheday.com!) By default, when we create modern .SVG files for Dynamics, these […]
Today’s tip is from Marius “flow like a river” Lind. (And you can also become a tipster by sending your tip to jar@crmtipoftheday.com) What happens when a race condition happens in a queue? Let’s say we have a bunch of customer service representatives who are working on cases in the same queue. The queue is […]
Under the rapid release cadence one of the challenges is to keep track of what’s changed when and how the features, both old and new, are exposed to end users. It’s like being on Masterchef when today’s challenge is cooking with open fire, tomorrow – flame thrower, and the day after we’re supposed to cook […]
Release 9.1.X (the coveted October release) is already here and some organizations have already been upgraded to the new version. Steve “Mr SMB” Mordue was, for a change, on the receiving end, as his customers complained that Word templates stopped working after the upgrade. When a template is selected from a record, new shiny Dynamics […]
Today’s tip is from Nick “Benchpress” Doelman. Technically it’s from his wife which proves that all of us, MVPs, are mere mortals and the real knowledge still belongs to the users. She only wanted to see contacts that belonged to an account on the record but the lookup view was showing all the contacts. Turns […]
&tl;dr Jonas “The Shuffler” Rapp reports: when modifying autonumbering for built-in entities like case, always include a dash in the pattern to stop Dynamics 365 from self-combusting. Long story One of the awesome users of the Auto Number Manager for XrmToolBox managed to break the system settings for Auto Numbers in Dynamics 365, so he […]
As the Dynamics 365 Customer Engagement platform converges with PowerApps and CDS, one of the benefits is that also the concepts of Dynamics 365 instances and PowerApps environments will become one. What this means is that all of your existing Dynamics 365 instances will show up in the PowerApps maker and admin portals as an […]
Just found something in Unified Interface under the cogwheel menu that I’ve never seen (or noticed) before and couldn’t find any references in the documentation: Did I miss the memo? Toast? Where? Shilpa Sinha, Principal PM at Microsoft explains: This was added for Accessibility reasons. In accessibility compliance, there is a requirement called “timing adjustable” […]
