Tip #1194: When the App for Outlook shows a random dashboard

Random street art

You provision the Dynamics 365 v9 App for Outlook and click the Dynamics 365 button in Outlook, but what you see is a random dashboard from Dynamics 365, not the Outlook App pane with the set regarding options. The thing you need to know is that the Outlook app pane is a dashboard in Dynamics […]

Tip #1131: Add some vector finesse to your Unified Interface App

Calligraphy

We want our users to have confidence in the apps that we create and shove down their deploy. That’s not an easy task according to Steve “Mr SMB” Mordue who asks “How do we display our icon here, instead of puzzle piece in custom app? Puzzle Pieces do not instil confidence.” “That looks like a […]

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 #809: When You Can’t Remove Project Service

Dentist tools

Say you installed the PSA solution in your sandbox environment, and you decided that you aren’t quite ready for it, so you want to remove it. However, when you try to uninstall the solution, the process fails, but the log gives you no indication about what is causing the conflict. This was where we found […]

Tip #793: Enabled app does not mean installed

Gun locked

Depending on the licensing plan, Dynamics 365 instances can have an option to provision Dynamics 365 Portal. In Dynamics 365 Administration Center navigate to Applications and, if you have portal add-on in your subscription, you will see coveted Not Configured against the Portal Add-On app. Click Manage and off you go with the portal provisioning. […]

Tip #497: Avoid multi-column sections if using mobile

Multi-column tabs and sections

Another awesome TIL from Scott “Captain Redlaces” Sewell. tl;dr Avoid multi-column sections on your CRM forms. (If you’re going to use the Mobile Apps) Today I Learned If you’re going to use one of the mobile apps in your implementation, avoid using multi-column sections – the layout of these fields will be significantly different from […]

Tip #495: Include “Name” as first column in views for mobile or Safari

Name as the first column

We now have so many tips coming from Scott “Captain Redlaces” Sewell that the pressure is mounting to add Captain as ah honorary tipster or, at very least, dedicate a category for him. As suggested by the man himself: “TIL”. Today I Learned If you’re going to use mobile App or Safari – best practice […]

Tip #482: Server Sync is required for the Outlook Preview App

If you enable the Outlook preview app, when you click “Dynamics CRM” in Outlook, you may see the following error: But wait, you say, I do have my mailbox configured for server synchronization for incoming emails! The secret is, you also have to have server sync enabled on your mailbox for outgoing email as well […]

Tip #481: Mobile App Troubleshooting Part 2

Visualization with Chart after adding required entity

Yesterday I posted a tip about Mobile App Troubleshooting regarding duplicate views creating an error message in the mobile app. Today I would like to add to that with an issue that we experienced while doing the original troubleshooting. It is one of the Duh! moments where as soon as you know what to do […]