You have people in your company who are not Dynamics users, will never use the system, and have no need to own records. However, you want to track those relationships and include them as activity parties or have them synchronize to your Exchange/Outlook contacts. What are the options? Disabled users: Add a Dynamics 365 license […]
Our original wildcard tip has generated some interest and I thought that this very good question from Chase deserves a separate post rather than an inline reply: I do not understand why this isn’t a native action of searching. There are multiple reasons why leading wildcard is not a default. I often use “what would […]
We did talk about wildcards and using some unorthodox search techniques before. But today’s tip is not a revision but rather an extension. In one of the projects we had the need to find all contacts whose last names contain spaces (if you must know, that’s because last names were used as a base for […]
So it didn’t jump out for me right away and frustration was building. Hopefully, this tip will calm you down also. 🙂 I was annoyed that the date picker for the editable grid didn’t have ‘Today’ date selection like the regular form date picker control. But after just blindly clicking around I discovered that the […]
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 […]
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 […]
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 […]
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 […]
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? […]
Occasionally I get the question, does Dynamics CRM/365 include an undo/redo feature. While the application does not have an undo button, it does support the features of your operating system, and if that OS is Windows (any version), you can use the keyboard shortcuts CTRL+Z to undo, and CTRL+Y to redo. Note that this is […]
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