Tip #864: Use multiple personas in Chrome

Masks

Remember our ancient tip on using InPrivate mode in Internet Explorer? Your experience may vary but I found that sooner or later the private environments start stepping on each other toes. There are other shortcomings, like lost history, no bookmarks, no Ctrl-Shift-T a.k.a. “bring back that tab I just accidentally closed”. Andre “I’ve got 88 […]

Tip #851: All Themed Up and Nowhere to Go…

In many Dynamics 365 implementations one of the customizations which can have an enormous impact to user adoption is the customization of the CRM Theme.  However, changes made to an organization’s theme are not solution aware.  As a result, each theme customization must be made manually in each environment.  Now, if there were no other way […]

Tip #849: Adding Security Roles to Dynamics 365 Apps

App Security

One of the great new features of Dynamics 365 is the new App Designer.  (For a video review of the App Designer, take a look at Tip #799). The App Designer allows the customization of Dynamics 365 to create targeted experiences for user navigation based on job function or system areas of importance. For example, a “Sales” app […]

Tip #819: Project Services Lead to Opportunity

Construction site

Today’s tip is from Matt “Almost Resident” Johnson. I recently came across this little conundrum when progressing a Lead through to Opportunity. Maybe this will save someone else a head scratching moment or two. If you convert a Lead to Opportunity by pressing the Qualify button. It will work but the Opportunity it creates will […]

Tip #813: Renaming default app

Change something

I couldn’t believe that there is something in Dynamics 365 world that Scott “Mr. Ribbon Workbench” Durow doesn’t know! Scott When importing solutions from 8.1 into 8.2 or upgrading orgs – is there a trick to rename the default app from ‘Dynamics 365 – custom’ to something else without having to create a new app? […]

Tip #783: Video Guide to Dynamics 365 Visual Business Process Flow Editor

Flowcharts

In this video we look at new updated Business Process Visual Editor that is included in Dynamics 365. We look at how things are laid out, as well as some of the new options that are available as part of the editor. Give us your feedback, all of it: good, bad, and ugly, I’m sure […]

Tip #775: Change The Default Order of Activities on the Social Pane

If you are like me, you have a love/hate relationship with the Social Pane.  A conceptually cool widget on an entity form, it is where Posts (do you still use these?), Notes, Yammer, OneNote, OneDrive for Business and our focus of this tip…Activities reside.  Why do I hold any disdain for this collection of valuable […]