Tip #1295: Quickly search for multiple records in advanced find

Too many search results

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 […]

Tip #1283: Too many birthdays

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 […]

Tip #1230: Launch KB hyperlinks in a new window

Nature, moon, airplane and sky HD photo by eberhard grossgasteiger (@eberhardgross) on Unsplash

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 […]

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 […]