If your Dynamics 365 instance is 9.0, it is time to ditch deprecated Dynamics 365 for Outlook (add-in) and switch to Dynamics 365 App for Outlook because version 9 is now out of preview. Short summary of the new features and things you can do without leaving Outlook: Unified Interface View tracked email or appointment […]
If you make changes to the marketing list entity in Dynamics 365 v9 and try to move your customization, you may receive an error importing the customization. Solution: Extract the solution and open the customization XML file Locate the List entity in the XML file Add the following tag in the XML file: <IsReadOnlyInMobileClient>1</IsReadOnlyInMobileClient> 4. […]
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 […]
After you deploy Dynamics 365, you will want to monitor how well your employees are using the system. Using tools like Microsoft Dynamics 365 Organization Insights you can monitor how active your users are, but that is only part of the user adoption story. In this tip, Tabetha Sheaver explains what you should consider to […]
A good observation from Nick “Benchpress” Doelman that, once you click Add All Assets when adding an entity to a solution, you won’t be able to remove any of the assets of that entity. Both, Add and Remove Components buttons will be gone. The reason is fairly straightforward (though options could have been labelled better). […]
I need to get out more often. Thanks to the relevance search, I have not used All Contacts view since the awkwardly named Dynamics 365 July 2017 Update seen the light of the day. Because if I have had, I would have noticed that clicking on any contact in this view opens New form instead of […]
My team have built a fair few portal web forms in our current project and, over time, we have learned a few lessons. So, if you are about to launch into building web forms for a project, here are some pointers that may assist. Plan Out the Web Form The best lesson I learned from […]
The shroud of NDA secrecy around Dynamics 365 for Marketing has been lifted and you can now watch Introduction to Dynamics 365 for Marketing. EDIT 08-Feb-2018 Official announcement is available as a post by Kishan Chetan, Principal PM Manager, Dynamics 365 for Marketing. Tired of reading? You can now listen to Steve “Mr SMB” Mordue […]
As developers, from time to time we are puzzled by simple questions: How to discover Azure AD tenant ID based on Dynamics 365 organization URL? Under the normal circumstances I would have put my condescending hat on (did I forget to take it off, again?) and say something like “Use AuthenticationParameters.CreateFromResourceUrlAsync method from ADAL, of […]
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 […]
of the