Dynamics now has AppSource where you can download trials and various other goodies for your Dynamics 365 instance. To access it, click on the chevron (down arrow) at the top level of your Dynamics 365 Ribbon, then click “Get more apps”. One which is invaluable for any Dynamics instance is Organization Insights from Microsoft. This […]
Today’s tip comes from Jeff Weresch. Got a tip? Send it to jar@crmtipoftheday.com. Want to have more control over the formatting or spacing of your questions in Dynamics 365 Voice of the Customer? You can use html codes to control how the text will be rendered. For example, we want “Highly Dissatisfied” to appear over […]
Importing into Dynamics 365 can be concerning to even the most hardened of CRM consultants. Often, if we are importing into a production system, we have tight schedules to get in and out before the users log in. If we are still importing data when the users come online, the system can be unacceptably slow […]
Today’s tip is from Tom Pickles – thank you! And, hey, you can be a guest tipster too – just send your tip to jar@crmtipoftheday.com. I fixed a curious issue today that I thought I’d share. Users had reported that when using the multi-edit form to update multiple cases, the form would freeze when they […]
In this video, we will look at the new Portal Content Wizard, that was introduced with the newest version of Dynamics 365 portals. We will show you how you can use this wizard to quickly create Web Pages, Entity Lists, and Entity Forms. Give us your feedback, all of it: good, bad, and ugly, I’m […]
When I roll out the new Dynamics 365 portal, especially for a demo, the first thing I want to do is to change the date format. Why? Because of this comprehensive map of all countries that use the MMDDYYYY date format: In Dynamics 365 go to Portals > Portal Languages and open English record. Change […]
I love when people ask a question but then answer it themselves within couple minutes. Take, for example, Steve “RapidStart” Mordue. Has anyone else experienced issues with attempting to use an App Designer built app with Delegated Admin Role? Before I could even type my a non-answer stating that only someone insane would try something […]
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 […]
Recently we posted about Unified User Interface (UUI) myths. Much of that, and other discussions, have focused on the additional goodies the UUI will bring to mobile users. But the benefits also go the other way–web/PC users of the Unified User Interface (UUI) will finally be able to use some of the “mobile only” functionality […]
As you probably have heard, Dynamics 365 July 2017 update is now General Availability (GA). If you set up an online trial environment or you provision a new organization in any geography, you will now receive a shiny new Dynamics 365 v9 environment. As you rush off to provision your environment, be sure to read […]
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