I want to see a calendar of my opportunities based on estimated close date (or other date field on the opportunity record). Can I do that, or do I need to license a third party add-on? Sales Manager If you use unified interface, you can display any record in a calendar view via the calendar […]
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. […]
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 […]
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” […]
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 […]
I did write before about impersonating users. It’s a very straightforward “manoeuvre” and is commonly used when there is a service account (could be either non-interactive user or, better, application user) that needs to act as a specific user. There is even a built-in role Delegate which contains an absolute minimum set of privileges required […]
Troubleshooting solution errors has always been either somewhat a guessing game or painful tracking of the solution dependencies. I’m sure they are not fun to deal with for Microsoft support either. Dana Martens, Supportability Program Manager at Microsoft, has some good news about Dynamic help. Yes, Dynamic not Dynamics. Read on. The Solutions feature team […]
Even some of the battle-forged Business Applications MVPs are not immune and descent into sheer panic when their forms go missing after the upgrade. DON’T PANIC Dynamics 365 upgrades do not delete any forms and while some things may not go as planned, nuking your hard earned customizations is not on the todo list of […]
When we were planning Business Application Developer (BAD) Masterclass in Europe earlier this year, we didn’t expect the level of interest it would generate. London and Amsterdam classes were sold out, and the feedback was great. Very much enjoyed. Two days full of knowledge, learning and excitement. Was a great experience to learn new things […]
When you provision a Dynamics 365 instance, it comes with a number of system views that may or may not apply to your scenarios. Take, for example, Contacts: No Campaign Activities in Last 3 Months. If you are not into marketing, why would you need one? As tempting as it could be to just go […]
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