Much digital ink has been spilled about the Common Data Service (CDS) and the vision of what it will be in the future as the glue that connects Dynamics applications and model driven apps. But what is the CDS today? The Common Data Service is a service that provides one or more databases that include […]
Tip #959: Getting ready for D365 v9: Learn Microsoft Flow
So you have probably heard the news that Microsoft Flow is going to be integrated in Dynamics 365 v.9, allowing Flow to be managed and run directly from the Dynamics 365 menu. But maybe you haven’t paid much attention to Flow (not even Tip 880), but now that it is going to be “in” CRM, you […]
Tip #881: Can I track a contact using the Dynamics 365 Outlook App?
User of the Dynamics 365 App for Outlook asks: Is it possible to track a contact from the app? I see the Dynamics 365 button on emails and appointments, but not contacts. How do I track a contact? If you read the user guide, there is an add-in deployed when you install the Outlook app […]
Tip #873: Can’t open records after Dynamics 365 upgrade
After your CRM online environment is upgraded to Dynamics 365, some users are seeing the following message when trying to open records after the upgrade: As referenced in this Microsoft support article, the answer is to clear your browser cache. In Internet Explorer, the typical process to do this is to click Tools–Internet Options–under Browsing […]
Tip #871: Switch from Dynamics CRM Online to Dynamics 365
Starting July 1, 2017 subscriptions to Dynamics 365 licenses will be mandatory for renewing clients. Sometime after June 1, 2017 you will received an email that looks like the following. It’s time to start talking with your partner on selecting the correct Dynamics 365 license type. You can read more about the transition process at […]