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 […]

Tip #734: You already have the icons

Under our noses

Essential part of every good CRM deployment is a nice and concise navigation. That includes customized sitemap and command bars. When new element is added to either of those, user experienced can be greatly enhanced with a good icon. We already referred to the good external sources of the icons but one of the best […]