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 […]

Tip #722: Add the number to your phone call records

Women Telephone Operators at Work

I cannot believe I’m writing an old tip from Gus “Niels Bohr” Gonzalez but it’s a suprisingly good one. When you create a phone call record in CRM, all information is right there, including who to call and what number to dial. Only one problem – CRM does not pop up reminders, that’s Outlook’s job. […]

Tip #712: How to add a spacer to CRM Business Process Flow

Tile spacers

With so many tips to share, Daryl “New MVP on the block” LaBar is on a fast track to become one of our resident tipsters. Here is another good one. The CRM form designer has a spacer control allowing to achieve some finesse in the form layout. This feature is sorely missing in CRM Business […]