You create an amazing Forms Pro survey, and you want to share it with your colleagues so they can edit it. So you hit the Share button. You are given three options: Share and collect responses, share as a template, and share to collaborate. To share editing privileges, you should select Share to collaborate. This […]
Today’s tip is straight from Microsoft’s own Ben Vollmer. Have a tip? Send it to jar@crmtipoftheday.com. Right before you go live in a production environment, some partners reset an instance and then layer their solutions on top of the newly created instance. And the version numbers of solutions as well as the actual solutions installed […]
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 […]
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 […]
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 […]
Every now and then someone from Microsoft may ask you for your tenant ID. In my case it was in relationship to one of the preview programs at experience.dynamics.com insider program. But what is the tenant ID? First, what it is not: It’s not your D365 environment URL It’s not your D365 evironment ID found […]
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 […]
After an update, you can’t get into your model driven app. The error says “Invalid App Site Map.” To fix this, open the app in app designer. Click the pencil to open Site Map Designer. Make some kind of update to the SiteMap–if you don’t want to rearrange the subareas you can simply edit the […]
We have an old version of Exchange that doesn’t support the Outlook app, but we want to move to Unified Interface only in browser. Is this possible? Old timer As you may know, if you want to disable the classic UI for all users, you can go to “My Apps” and select the […] button […]
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” […]
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