of the Day
In Tip 844 we talked about the Dynamics 365 service admin role in Office 365, which allows people who aren’t Office 365 global administrators to manage Dynamics instances, copy sandboxes, and other administrator features. So if you give someone the Service Admin role and they don’t see the ability to do something like copy an […]
If you have a field on a form which is used to trigger a workflow, you probably do not want to mess with it too much. You certainly do not want to be rapidly changing its value or having Dynamics 365 think the value has changed because, for example, a Flow is updating the entity […]
We are one whining bunch. We said that 30-days trials are not long enough. Then we said that 30-days trials are not short enough. Microsoft did listen and now we have some new sign up options. Today Microsoft has released a new Customer Engagement trial sign up service for Microsoft Employees and Partners. You can now […]
Kevin Altman emailed jar@crmtipoftheday.com with the following question about data import in Dynamics 365: Users want to perform updates to existing data in CRM but the export for update/re-import process is too rigid as data often changes between the export and re-import, blocking the import (I guess CRM forces you to have no changes to […]
Microsoft Dynamics customers and partners are eligible to access E-Learning courses. It’s a reasonably well-known fact that Microsoft Dynamics partners are entitled to access Dynamics Learning Portal (DLP). Lesser known is the one that Microsoft Dynamics Customers are entitled to access E-Learning courses through the Microsoft Imagine Academy. Perhaps there is a small confusion caused by […]
Word templates are not the most flexible templating solution for Dynamics 365 but for the simplistic scenarios it does work well, and is quite fast. Built-in templates are used to be notoriously difficult to modify. Not anymore, thanks to the Document Template Manager from Jim Novak. Now that we can modify the content itself, how about […]
Dynamics now has AppSource where you can download trials and various other goodies for your Dynamics 365 instance. To access it, click on the chevron (down arrow) at the top level of your Dynamics 365 Ribbon, then click “Get more apps”. One which is invaluable for any Dynamics instance is Organization Insights from Microsoft. This […]
Importing into Dynamics 365 can be concerning to even the most hardened of CRM consultants. Often, if we are importing into a production system, we have tight schedules to get in and out before the users log in. If we are still importing data when the users come online, the system can be unacceptably slow […]
If you use Dynamics 365 online, and you want to be notified about any service degredation or online service issues, install the Office 365 Admin mobile app (available for iOSand Android). Once you install the app (if notifications for the app are turned on), if there is a service notification for Dynamics 365 (or other […]
Neil “Mr. Agile” Benson sent us a great tip on how to identify your least active CRM users. Got a tip? Send it to jar@crmtipoftheday.com. was recently asked by a client to find a list of the least active Dynamics 365 users. Believing that my client just wanted to find these users so that she […]
