Tip #1140: Get ready for October 2018 release

The future is clear

No, Microsoft didn’t invent the time machine (though you can buy one in store). As part of modernizing the way Dynamics 365 gets updated, the team has just released October 2018 release notes. Why did the notes get released 3 (and for some features 5) months ahead of schedule? So that customers and partners can […]

Tip #1136: How emails are resolved to the Dynamics 365 records

Do something great

Literally a week later after Jonas “The Shuffler” Rapp was puzzled how From fields are resolved (see tip 1119),  Josh Wells from the cold city of Fargo (where some of the Microsoft folks tend to congregate) chimed in with the final resolution to the problem and a very good advice: One of the best changes […]

Tip #1116: Microsoft Dynamics 365 Documents are Open Source

Come in we're open sign

This tip is from Aron Fischman from xRM Edge.  (You can be a tipster too, just send your revelation to jar@crmtipoftheday.com) This topic may be old news for you but I just found out about it. Today as I was researching a development topic I was pleasantly surprised to find out that Microsoft has open-sourced the […]

Tip #1084: New way to learn Dynamics 365

Learn

Our resident video tipster, Derik, has been a bit quiet lately and, as it turned out, for a good reason. If you are not a partner, and do not have access to Dynamics Learning Portal, then you’re in luck. Managing Customer Engagement with Microsoft Dynamics 365 course is now offered free of charge through Microsoft […]

Tip #1049: Download Dynamics 365 documentation

If you have recently searched for documentation for Dynamics 365, you have probably discovered that the documentation is consolidating in https://docs.microsoft.com/en-us/dynamics365/. So if you click “Enterprise Edition Applications,” you can find the user guide, customization guide, and administrator guide for Sales, Customer Service, Field Service, etc. But what if you yearn for the old days and […]

Tip #1013: Include attributes that are not there

Hidden figure

New Developer Guide, as it turned out, contains a lot of useful nuggets, little enhancements that make developer’s life much easier. How many times did you need some field values for the use in javascript but didn’t really want to include the fields on the form? Something like lattitude and longitude, for example. Would it […]

Tip #1012: Developer Guide of the Future says hello

Back to the future

According to the timestamp on the page, it is the future because, as of the time of writing, there is no place on Earth where 31st of October is a reality. Developer Guide for Dynamics 365 Customer Engagement, version 9.0, the release formerly known as July 2017 Update for Dynamics 365 (online), is now available […]

Tip #465: Learn how Outlook and Exchange synchronization works

In Tip 435 we mentioned the old CRM 4.0 synchronization whitepaper as an “oldie” but still valuable whitepaper. Great news! This whitepaper has been updated. the all new “how it works” whitepaper. The CRM team has done a great job of documenting the way that synchronization works, including clarification on how deletes are handled, and […]

Tip #435: Oldies but goodies

The Dynamics CRM team has done a great job of producing documentation for CRM 2015. The ebook and video library are top notch. But there are still some classic whitepapers that you should keep in your library. The following are my three favorite classic whitepapers that I still refer to on a regular basis: Offline […]