Tip #1285: Dynamics Divorce

A marriage certificate paper being cut in two by scissors

We are selling part of our business and want to split our environment into a separate environment and move to another D365 tenant. How do I do that? splitting up Recommendations Here’s my recommendation for splitting on environment into two: Identify the customer and related records that are shared by both groups. These are the […]

Tip #1282: Dynamics 365 customization & configuration using the Power Platform

Configuration

In this video, we show how and where to find the typical items that Dynamics 365 consultants worked with to configure and customize Dynamics 365 applications using the Power Platform. We will demonstrate how to find and change common tasks like administrative and business settings, security roles, email configuration and more. In addition, we will […]

Tip #1279: Select your region in multi-geo deployments

A finger pointing to a region on a tiny globe standing on a passport

Today’s tip is from Moez Tounsi (and if you have a tip of your own, email to to jar@crmtipoftheday.com). It is about Dynamics 365 Administration Center (yes, it’s still there – t.j.). Let’s say we have a tenant in EMEA (crm4) with multi-geo activated in it and a couple of Instances in NA others are […]

Tip #1268: Restrict CDS instance creation

person holding click pen and a bursh with hands and table all covered in splashes of colorful paint

With P2 licensing, can you control who can spin up a CDS instance via Azure Active Directory since each license comes with 2 CDS instances? (we don’t want hundreds of CDS instances cluttering up our tenant) The question from an enterprise business size UG member, generously relayed to us by Jerry “Forever Tipster” Weinstock Via […]

Tip #1239: Can’t manage solutions

Two similar sheep standing in the field looking at the camera

If you want to enable a standard Microsoft solution like Gamification, Voice of the Customer, or Field Service, the standard method is to go to the Dynamics 365 instance manager, select your instance, then click the Solutions button. But what if you select your instance and do not see the solutions button? As Marius “Viking” […]