Tip #1227: Use CDS instead of Dynamics 365 connector in Flow

black and red variable box mod

People have been reporting that Dynamics 365 triggers in Flow are not consistent. Sometimes they fire twice, sometimes not at all, sometimes they fire after a manual test run. There are some other weird side-effects I did not even look into. Why? Because of one of them quick tips. Where possible, use Common Data Service […]

Tip #1225: Run OnDemand Workflow in Unified Interface Apps

white Come Run With Us neon signage

I did give some consideration to continuing the torture steady stream of Dynamics 365 Portals tips but we have a backlog of good tips sent to us by the community so let’s see what’s in the tipping jar first. Today’s tip is from Shailesh Wath and you too can send your tip to jar@crmtipoftheday.com. (t.j – […]

Tip #1223: Resetting AI for sales

Asimo robot doing handsign

I recently was getting an error when I would try to configure predictive opportunity scoring or Talking Points in Dynamics 365. If you don’t mind losing your existing predictive scoring model data, the following solution fixed it for me: Delete the following solutions:PredictiveOpportunityScoring_upgrade, PredictiveLeadScoring_upgrade, SICommon_Upgrade, RelationshipAnalytics_Upgrade. Manually delete PredictiveOpportunityScoring solution Manually delete PredictiveLeadScoring solution If […]

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 #1208: More entities now work from Unified Interface

Seinfeld: more of everything

Until recently the list of entities that didn’t work on unified interface included goals, connections, campaigns, and marketing lists. With recent updates, these entities can now be accessed from unified interface model driven apps. This is great news if you use one of these entities–I’m especially excited about marketing lists, as there are many great […]

Tip #1204: Export marketing lists with more information

Export Excellence Award

Is there a way to export a marketing list and include email addresses and other information? When I export a marketing list, I just get the lead or contact’s name. Reader Yes — you can get email address, phone number, address, and any other information from the contacts or leads who are members of the list. […]

Tip #1195: Your D365 V9 On Premise Questions Answered

Private property sign

We had a chance to check out Dynamics 365 v9 On Premise, and in the process answered some of our lingering questions. Does v9 On Premise have Unified Interface? Yes — Unified Interface is included in V9OP. You can create new model driven apps and select between web and classic UI. Note it is the […]

Tip #1169: Have a toast with variable timing

Fancy avocado toasts

Just found something in Unified Interface under the cogwheel menu that I’ve never seen (or noticed) before and couldn’t find any references in the documentation: Did I miss the memo? Toast? Where? Shilpa Sinha, Principal PM at Microsoft explains: This was added for Accessibility reasons. In accessibility compliance, there is a requirement called “timing adjustable” […]

Tip #1168: Sitemap and Commanding changes on Unified Interface

Person touching white button on a jukebox machine

Developing user experience is a complex iterative process and it usually takes few iterations to get things right. Unified Interface is no exception. Some things are brilliant and some, uhm, require further work. The good news is that changes are coming. The “bad” news that they are coming very, very soon so it’d be a […]