One minute your instance is humming along just fine, then suddenly it’s spewing strange errors something like The customized site map could not be used because it is configured incorrectly. The default site map has been applied instead. To resolve this issue, repair the customized site map and import it again. The url, as frequently […]
Back in my first TOTD post, I sung the benefits of Organization Insights. It is truly the administrator’s best friend. But what if a non-administrator wants in on the action? It turns out that, by default, the only two Security Roles that can see the Organization Insights dashboard are the System Administrator and System Customizer […]
When Neil “Agile” Benson installed a new Customer Service trial, he got more than he bargained for: Trial Site Map Customization, FreeTrialBaseSolution2, Trial for Field Service, Trial of Microsoft Dynamics 365 for Project Service Automation, etc. And he didn’t select or want Field Service or Project Service Automation apps added either. Why does the trial […]
We have not done a mini truckstop for a while so it’s good to bag one at the beginning of the year. Question It’s a first time for Greg “Stealth MVP” Olsen to ask the MVP crowd a question. We have Hierarchy Security setup and working well for an enterprise customer, but not sure how […]
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 […]
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