Say you want to make a form simpler, or you love classic UI, and you don’t want to see the “Related” tab on a form in Unified interface. Here’s how to hide it using the classic configuration experience
In unified interface, when you click on the more option button, you will sometimes see the the option to see the related records in the subgrid. This is handy, especially when you want to see all of the view options, like filters. But sometimes you might see the “see all records” option instead. This is […]
I heard that you can’t put charts on form in Dynamics 365 unified interface. Is that correct? Tip Jar We’ve received this question from several readers, so I decided to check it out. I did this in Dynamics 365 Online v 9.1. I don’t know if this works in on premise 9.0. Add a subgrid […]
Tipster note–this tip is an unsupported tip. It’s not going to damage anything, but it is unsupported and may stop working with future updates. Proceed at your own risk. So you have moved to unified interface, but you want to be able to see the process and workflow history for a record. Microsoft has not […]
Seth Bacon commented recently on tip 213 letting us know that it still worked in classic UI to embed a subgrid of security roles on user records, but this approach does not work in unified interface. Well it is 2019 now and we now other methods. Hardit Bhatia explains how to do this with an […]
THE SITUATIONThe Web Client is likely to be deprecated by October 2019 with a view to be discontinued a year later Dynamics 365 Unified Interface Playbook In the immortal words of Jules: Oh, I’m sorry, did I break your concentration? Yes, the legacy Web Client is going away. Want to know more? Head off to […]
We have an old version of Exchange that doesn’t support the Outlook app, but we want to move to Unified Interface only in browser. Is this possible? Old timer As you may know, if you want to disable the classic UI for all users, you can go to “My Apps” and select the […] button […]
It’s not uncommon to register a plugin on RetrieveMultiple message and fiddle with the output, e.g. drop some values, add some calculations, etc. Chances are that you are changing the QueryExpression, and the plugin is working fine in the classic UI but you will have challenges migrating to Unified Interface. The reason is that in […]
Nasty rumors (and this official page from Microsoft) claim that you cannot create personal charts from Unified Interface. This is not true anymore. From any view in your unified interface model-driven app, click “show chart” then under the more options (…) menu, click “+ new.” This will launch the classic chart builder in a new […]
I’m testing Unified Interface and when I create an activity from the timeline control I don’t see the quick create form. Reader question One thing that can cause this to happen is if you don’t have the Appointment, Phone Call, and Task entities in your model driven app. In other words, if you just have […]
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