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” […]
Developing user experience is a complex iterative process and it usually takes few iterations to get things right. Unified Interface is no exception. Some things are brilliant and some, uhm, require further work. The good news is that changes are coming. The “bad” news that they are coming very, very soon so it’d be a […]
In classic UI we always had a personal option to set the starting point by selecting Default Pane and Default Tab. That option is no longer there in Unified Inteface so what do we do? The helpful tip today comes from Mihir Shah (and you can send your tips to jar@crmtipoftheday.com too!): As we have […]
Long time ago Stefan Strube sent me this tip, I filed it away and forgot all about it (sorry, Stefan!). Until last week, that is, when I started new deployment and customer had specific need for couple rollups on account entity. Good news was that those rollups are out of the box: opendeals and openrevenue, […]
This is very much a collaborative post. Leon had a first go at it, George threatened to rip it all apart if posted because of the tiny technical inconsistencies. The verbal abuse discussion ensued, links were cross-checked, and now we have this. We have known for a while that the Dynamics CRM 2011 endpoint is […]
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