Tip #888: Scratch the Surface – globalize your data

Puzzle globalization

Unless you’ve been living and working under a rock, you’ve probably heard of the Connected Field Services. One of the important pieces of the infrastructure is something bundled under the generic term “databases”, referring to both Azure SQL and DocumentDB. Think of a storage for billions and trillions data points and you get the idea […]

Tip #873: Can’t open records after Dynamics 365 upgrade

Can opener

After your CRM online environment is upgraded to Dynamics 365, some users are seeing the following message when trying to open records after the upgrade: As referenced in this Microsoft support article, the answer is to clear your browser cache. In Internet Explorer, the typical process to do this is to click Tools–Internet Options–under Browsing […]

Tip #872: Video Guide to Dynamics 365 Relationship Insights

Marriage breakup

In this video we look at the Dynamics 365 new Relationship Insights feature. We walk you through how to setup and configure several of the feature, including the Relationship Assistant, and the Auto Capture feature. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics […]

Tip #871: Switch from Dynamics CRM Online to Dynamics 365

Subscription notification

Starting July 1, 2017 subscriptions to Dynamics 365 licenses will be mandatory for renewing clients. Sometime after June 1, 2017 you will received an email that looks like the following. It’s time to start talking with your partner on selecting the correct Dynamics 365 license type. You can read more about the transition process at […]

Tip #869: Beware of minimal copy side effects

Minimal copy

Ability to copy organizations in Dynamics 365 is invaluable. Ability to perform a minimal copy is a great space-saver. But, as reported by Evan Watson and our own Joel “Silence is also a good a podcast topic” Lindstrom, beware of the deficiencies of a minimal copy. Entities that are copied are listed but what is […]

Tip #868: Avoid changing the organization version during the reset

Who moved my cheese

If you do a reset of a Dynamics 365 sandbox organization (for a good reason reset is not available for production organizations), you may receive the following message: To improve your experience with Dynamics 365, your organization has been moved to another set of servers. When this move was made, the cross-reference that points your […]

Tip #867: Video Guide to Dynamics 365 Unified Scheduling

Schedule board

In this video we look at how to use Dynamics 365 Unified Scheduling feature to setup and schedule other entities (such as Cases, Opportunities, Custom Entities, etc.) using the Schedule Board that is apart of either the Field Service or Project Service Automation Solutions. Give us your feedback, all of it: good, bad, and ugly, […]

Tip #866: Invite others into your Dynamics 365 instance

Gone are the days when every tenant was sitting in their own little room with multiple instances being the best offer we could hope for. With Azure AD B2B generally available (yay!) we can now all invite Damian “Unleashed” Sinay to poke around our Dynamics 365 instances. Why Damian? Because he was the one asking […]