I was recently upgrading a client from CRM 2011 to Dynamics 365 online, and for one custom entity, after reconfiguring the form and adding the timeline control, the form would only display the notes tab of the social pane. I removed the pane from the form, saved, published, and re-added the pane, and all I […]
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 […]
This one was discovered by my KPMG partners in crime Fiona Whiteing and Jijeesh Kunhiraman on a recent project. As you may know, for a record such as a Contact, if I own the record, I can see the child Activities whether my security role gives me permission or not. I do not know if […]
How can I do recurring tasks in Dynamics 365? While Dynamics 365 does not include an official “recurring” task like it does with appointments, it can still be done. Here is one approach to creating a weekly recurring task: Create an entity called “Task Schedule.” Include the relevant fields like owner/assigned to, next scheduled, subject, […]
You have people in your company who are not Dynamics users, will never use the system, and have no need to own records. However, you want to track those relationships and include them as activity parties or have them synchronize to your Exchange/Outlook contacts. What are the options? Disabled users: Add a Dynamics 365 license […]
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