I truly hope that one of the traits that differentiate me from, say, an ungrateful baboon, is ability to recognise when I’m wrong and apologise to Jeff Klosinski who sent not one but two tips an EFFING YEAR AGO and I haven’t published it. In my defense I couldn’t reproduce either. But you know how […]
Nope, it’s not about weight loss programs. Nor, strictly speaking, it’s about Power Platform. I can’t believe I’m even writing this tip but, after discovering that some of my very technically proficient friends asked me to rotate my phone during the meeting because they could only see my nose (it’s big but not THAT big, […]
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 […]
Today’s tip is from EY Kalman. Got a tip? Send it to jar@crmtipoftheday.com (and include either your Twitter handle or LinkedIn profile link for the eternal appreciation link). Late last night I decided to start playing around with entering the data fields directly into the entity first (the aim is to drive a Model App […]
If you want to quickly find multiple records in advanced find, you can type in semicolon-separated text values into your filter. This can be a huge time saver, as you can copy/paste the string in, and assuming they are legitimate records, each value will resolve. This is also helpful for testing a set of records […]
Outlook has a fantastic feature that reminds you when your contacts have a birthday. You will see a repeating appointment on your calendar that notifies you about their birthday. The problem with this feature is if you frequently connect to different Dynamics 365 environments, such as a trial environment, and you want to demonstrate Outlook/Exchange […]
Anyone have any idea how to log out of Skype when your only option is to “Go to Teams”? Daryl “Always Raising” LaBar Why would you need to do that? This is my story. I had two Skype accounts: one from my company and another one from, uhm, a partner. I was signed into Skype […]
We use Dynamics 365 Knowledge Base in USD (Unified Service Desk – t.j). We have links to PDF’s and images of schematics and detailed drawings in our KB articles. When users click the link they see the complex image or document in the KB article frame. How can we open the image or document full […]
In Dynamics 365 version 9, the App for Outlook is an app module. However, when initially released, this app module was not configurable. Microsoft has introduced the ability to filter the entities included in the app module — this means that if you don’t want users to see certain entities in the set regarding dialog, […]
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” […]
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