Tip #1329: Video Guide to 2020 Wave 1: Adding Images to Knowledge Articles

In today’s video tip, we cover how to add images to knowledge articles in Dynamics 365 in 2020 Wave 1. Traditionally, if you wanted to include images in knowledge articles, you had to host them externally and link to the external image file. Starting with 2019 wave 2, you can enable a setting that allows […]

Tip #1328: Video Guide to 2020 Wave 1: Customize the Case Resolution dialog

I wish we could customize the fields that appear on the case resolution dialog Every D365 Customer Service user ever Dynamics 365 2020 Wave 1 introduces a new setting that lets you use a quick create form instead of the standard dialog for case resolution. This means that you can change the fields that appear […]

Tip #1312: View process history from Unified Interface forms

Tipster note–this tip is an unsupported tip. It’s not going to damage anything, but it is unsupported and may stop working with future updates. Proceed at your own risk. So you have moved to unified interface, but you want to be able to see the process and workflow history for a record. Microsoft has not […]

Tip #851: All Themed Up and Nowhere to Go…

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 […]

Tip #92: Cascading Relationships – The Forgotten Customization

Dynamics CRM Entity Cascading Relationship

If you have implemented your CRM organization and not done a sanity check of the built-in cascading relationships for the COLAC (contact, opportunity, lead, account, case) entities vs. your corporate business practices then you have missed an important step in the architecture process. When you have a one-to-many relationship there are effects to the related […]