Tip #1285: Dynamics Divorce

A marriage certificate paper being cut in two by scissors

We are selling part of our business and want to split our environment into a separate environment and move to another D365 tenant. How do I do that? splitting up Recommendations Here’s my recommendation for splitting on environment into two: Identify the customer and related records that are shared by both groups. These are the […]

Tip #1279: Select your region in multi-geo deployments

A finger pointing to a region on a tiny globe standing on a passport

Today’s tip is from Moez Tounsi (and if you have a tip of your own, email to to jar@crmtipoftheday.com). It is about Dynamics 365 Administration Center (yes, it’s still there – t.j.). Let’s say we have a tenant in EMEA (crm4) with multi-geo activated in it and a couple of Instances in NA others are […]

Tip #1272: A better way to notify

Telegraph key. Exhibit in the Bennington Museum - Bennington, Vermont, USA

I love my D365 email notifications said nobody Recently I spoke at a conference with Dynamics users, and I asked the group of about 50 people who liked their CRM email notifications. Nobody raised their hand. There are several problems with traditional workflow based email notifications: Everybody gets too many emails. Blanket workflow based emails […]

Tip #1269: Oh crap, I lost my app

person's hand over brown floral field during daytime

So you decide to “refresh” your development environment with a copy of your production environment, but too late you discover that copying an environment over another one makes canvas apps and flows created in that environment go away. What should you do? Other than kicking yourself for not remembering to back up your app and […]

Tip #1245: Tops and bottoms in April ’19 Release

Tops & Bottoms book cover by Janet Stevens

It’s great to see the team advising us in advance about the upcoming features in the April ’19 Release Notes. As with any forward document, it is a living and breathing beast. Some features are being postponed, some replaced, new stuff added. Some of the late-comers are new FetchXML operators. How often you wanted to […]