Everybody take a seat. Tanguy WiTouzard has the floor. (You can grab everyone’s attention too by sending your useful tip to jar@crmtipoftheday.com) Wizardry starts here I don’t know if it was published before but I just found out that we were able to remove “forms” from “form selector” using Javascript. It’s really useful when you […]
Today’s tip from Linda Connolly – thanks! You can send your tip to jar@crmtipoftheday.com too! I spotted this one when doing some work earlier in the week. If you’re building a business unit specific solution for a customer and want to quickly and easily only show them the views/forms designed for them, add the Site […]
Here at tip of the day we are quite excited about Forms Pro. If you don’t know, Voice of the Customer will be deprecated in one year, and so you really should be reading Megan’s blog and getting familiar with Forms Pro. You sign in to Forms Pro at formspro.microsoft.com, but once you do, you […]
Until now, embedded canvas apps were a mere eye candy. But with just announced new capabilities you can now talk back to the form. Kind of. More “bark orders” than “talk” but this is awesome start! Embedded canvas apps now provide the ability to perform actions to navigate, refresh and save the host form. With […]
For those of us who were continuosly torn between canvas apps (on yer device, pixel-perfect, task-oriented) and model-driven apps (a.k.a. good ol’ forms, views, you know, all that Dynamics 365/CRM stuff), the wait is finally over. Embedding canvas apps in model-driven forms is now available as Public preview. First, the official part. Makers can now extend […]
When you provision a Dynamics 365 instance, it comes with a number of system views that may or may not apply to your scenarios. Take, for example, Contacts: No Campaign Activities in Last 3 Months. If you are not into marketing, why would you need one? As tempting as it could be to just go […]
If we use ClickDimensions and Dynamics Portals, we have a wealth of options when it comes to creating a form for an external party to fill out. We have: Dynamics Portals Web Forms (and Entity Forms but these are in my ways a simplified version of Web Forms) ClickDimensions Surveys ClickDimensions Web Forms The question […]
Dynamics 365 (and CRM before it) “remembers” the most recent form that a user accessed for each entity. If a user has access to more than one form in the Account entity, the next time he or she opens an Account record, they will see the form that they last accessed. The user can switch […]
With every new release of CRM we seem to acquire one or two new form types and it’s becoming increasingly difficult to keep track of what form to use where and what is supported or not supported for a particular form type. Introducing illustrated tipster guide to CRM forms. (As you can see, we completely […]
You are configuring a form, and you remove the sections from the third column of the tab. Then you find you can’t move any sections to the third column. To fix this, close the form and reopen it. The third column will have a section in it, and you can move other sections to that […]
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