Tip #1254: Design Dynamics 365 email templates with the new email editor

Antique silver typewriter in shallow focus photography

In a recent virtual conversation with Steve Mordue, Steve inquired about using the new Unified Interface email editor to create email templates. While Microsoft has not (yet) gotten around to adding the template creation process to unified interface, there is at least one approach you can take to design your templates in the new email […]

Tip #1249: Talk back from canvas to model-driven

Silhouette of two people sitting on the chairs near a tree at the sunset

Until now, embedded canvas apps were a mere eye candy. But with just announced new capabilities you can now talk back to the form. Kind of. More “bark orders” than “talk” but this is awesome start! Embedded canvas apps now provide the ability to perform actions to navigate, refresh and save the host form. With […]

Tip #1233: Make connections via quick create

Two connected boards emitting blue light

Anyone ever use any voodoo to make Quite Create from connections/stakeholders? Experienced customizer (pretending I am Joel – t.j.) If your question is how to make connections via Quick Create, I’ve created a custom entity that creates connections using workflow. You could show that via Quick Create form. Connections are useful but have notoriously bad user experience. We’ve been dealing […]

Tip #1209: Embedding canvas apps in model-driven forms

Assorted wooden frames

For those of us who were continuosly torn between canvas apps (on yer device, pixel-perfect, task-oriented) and model-driven apps (a.k.a. good ol’ forms, views, you know, all that Dynamics 365/CRM stuff), the wait is finally over. Embedding canvas apps in model-driven forms is now available as Public preview. First, the official part. Makers can now extend […]

Tip #1197: Unified Interface lookup changes

This is the sign you've been looking for neon signage

Change to how lookups behave in Unified Interface is coming in December. &tl;dr Up until now Unified Interface used Lookup View to perform the search. After the change is rolled out, Unified Interface will use Quick Find view (with resulting columns are still coming from the Lookup View), as the classic interface does. With this […]

Tip #1192: Quick Create for custom entities in Unified Interface

A cheetah uses a termite mound to get a good vantage point to look for the next meal. Masai Mara, Kenya.

Remember the problems with viewing custom activity in Timeline? The unified monster Do I need to sell my left or my right kidney to make the feature X work in Unified Interface? is back. This time, Quick Create was not showing up for custom entities neither for me nor for Guido “Future Olive Farmer” Preite. […]

Tip #1189: Fill SVG files for all occasions

Woman filling in the cupcakes

I thought we chewed SVG to death and even showed how to create SVG images for a Minecraft Dynamics deployment but Tom-Richard “Another CRM Viking” Follegg proved me wrong. (Would you like to earn a “George is wrong” sticker? Send your tip to jar@crmtipoftheday.com!) By default, when we create modern .SVG files for Dynamics, these […]

Tip #1185: Customize the document grid

Magnifying glass and color grid

I upgraded to server side SharePoint integration and now I don’t see enough detail from the document grid. It doesn’t show me who checked out the file, and I have to open the SharePoint location to see who checked it out. Reader Good news–with server-side SharePoint integration you can customize the grid more than you […]