Tip #1171: You can now configure the Dynamics 365 v9 App for Outlook

Wrenches

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, […]

Tip #1169: Have a toast with variable timing

Fancy avocado toasts

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” […]

Tip #1168: Sitemap and Commanding changes on Unified Interface

Person touching white button on a jukebox machine

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 […]

Tip #1165: Consider Dynamics for More Than Just External Interactions

I just started a new job with PowerObjects. One thing you notice when you start a new job is how companies do things differently. In this case, it is how they manage their internal processes. Being exclusively focused on Dynamics, pretty much every employee is familiar with the product so it makes sense to use […]

Tip #1158: Be very selective in the grid

Coffee choice

As I was discussing the workaround for the N:N regression bug, I noticed that some of the users, especially those switching from classic UI, are somewhat confused how to disassociate the records in the Unified Interface. The UI can be, indeed, a bit confusing, especially when the viewport is small and the subgrid switches to […]

Tip #1151: Name that web client

Classic LP player

With so many upcoming and constantly changing features in the world of Dynamics 365/CRM, it’s no wonder that even the best of us are getting confused when it comes to naming things. Regardless of what interface is chosen, it all looks like a web client Mark “Globetrotting Kiwi” Smith: Currently what I hear used is […]

Tip #1111: Fake mobile devices

Fake

When Scott “Mr Ribbon Workbench” Durow was delivering his “Typescript or Die” presentation at CRMUG EMEA last month, he stunned the audience by showing his phone right on the screen without any pairing. He tricked everyone, of course; I don’t believe he even has an iPhone. Turns out, Google Chrome has a not-so-obvious menu when […]

Tip #1110: Don’t let your workflow emails go to waste

Garbage

What is your first reaction when you receive email like this one Let’s see. Comes from someone with the name “Workflow”, has attachment and no body text, and refers to financial matters (payment advice/invoice/quote). Delete? Delete! Out of curiosity I did peek into the email just to see what kind of nasty attachment they sent […]