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 […]

Tip #480: Mobile App Troubleshooting

Recently we ran into a vexing issue with the use of the Dynamics CRM (for phone) app. The error was occurring on all three platforms we tested – Windows Phone, Windows Desktop and Android phone. We connected the application to another organization and didn’t see the error. So we concluded it must have been something with the […]

Tip #458: Tipster guide to Dynamics CRM App for Outlook

It’s Friday and CRM for Outlook is making its way into OWA. OWA, Karl! This video walks you through the new CRM App for Outlook that was released as a preview feature as part of the Dynamics CRM 2015 Spring Update 1. Derik shows you how to configure Exchange online to use the feature, how […]

Tip #450: System Settings – Previews Tab

CRM Online System Settings

As of CRM Online version 7.1 there is another new tab on the Systems Setting configuration window. The new previews tab is where the CRM Admin will enable access for their organization to some really cool new features – IFRAME in tablets, the Web API Developer Preview and my personal new favorite the CRM App […]