In some environments with Dynamics 365 v9, when you go to the URL for your Dynamics 365 URL you get the classic default app, while in others you get the Unified Interface app selector. To control this behavior, go to the Power Platform Admin Center , select Environments and select the desired environment. Click the […]
Tip #1187: Automatically track all emails
Some housekeeping before we dig in. Firstly, the tip is from Mohamed “iProperty” Mostafa but since I was instrumental in rejecting all of his ideas, I’m taking part-credit for it. Secondly, the full title should be Automatically Track All Incoming and Outgoing Email Messages in Dynamics 365 without opening Outlook and across any device :: […]
Tip #1176: Handling the Primary Field
Sometimes inspiration comes from unlikely sources. In this case it was not having written a tip for a few weeks and knowing George would meter out Spießrutenlaufen if I did not post soon. Thoughts of such things give one time to reflect and so I am going back to basics and addressing one of the […]
Tip #1153: When Upgrading, Consider the Whole Ecosystem
It is that time of year when people turn their thoughts to upgrading; the October 18 release has been announced and for those on Dynamics 365 Online v8, the clock has started. I was recently with a client who had a pretty typical setup. They had Dynamics 365 Online, NAV 2016, and an online shopping […]
Tip #1138: Obtenga your Dynamics 365 trial dans la правильном Sprache
Dynamics 365 supports 43 base languages, and sometimes you need the right one for the trial. In theory, it’s as easy as 1-2-3: Un Clément “French but not Tanguy” Olivier was having no luck provisioning a trial instance in his langue maternelle: For a client demo, I had to create a new Trial instance (on […]
Tip #1130: Refactoring Makes Sense For Configuration Too
If you hang around developers long enough you will hear them use the term “refactoring”. On one project, the developer even had a “Refactor Friday” where this is all they did at the end of the week. So what is refactoring and why should us configuration folks care? Refactoring is taking existing code and reworking […]
Tip #1113: Bing Maps disappearing act
This tip is from Miquel “Third musketeer” Julien (who runs an excellent http://www.guidemicrosoftdynamics.com/ French Dynamics 365 tipping site). If your Bing Maps integration is disabled (under Settings > Administration > System Settings > General tab) then any section containing Bing Maps control will be hidden, regardless of any controls it may contain. 1,000 words™
Tip #1108: Good news for Australian and New Zealand partners
I am not even going to pretend that I can match the eloquence level of some Microsoft announcements so I’m going to copy this one verbatim. In short, if you are a Microsoft Partner with expertise in Azure and/or Dynamics 365, and you deal with the government(s), read and take action. We are excited to […]
Tip #1082: Forming an opinion on which form
If we use ClickDimensions and Dynamics Portals, we have a wealth of options when it comes to creating a form for an external party to fill out. We have: Dynamics Portals Web Forms (and Entity Forms but these are in my ways a simplified version of Web Forms) ClickDimensions Surveys ClickDimensions Web Forms The question […]
Tip #1079: Security Design Principles
We have a lot of flexibility when it comes to security in Dynamics 365; field-level, record-level, hierarchy, ad hoc sharing and so on. Sometimes, depending on the requirements, there are a few ways to skin the cat (such a violent expression). Whenever you are presented with a range of options to solve a problem, it […]