Tip #1187: Automatically track all emails

Two women facing security camera above mounted on structure

Some housekeeping before we dig in. Firstly, the tip is from Mohamed “iProperty” Mostafa but since I was instrumental in rejecting all of his ideas, I’m taking part-credit for it. Secondly, the full title should be Automatically Track All Incoming and Outgoing Email Messages in Dynamics 365 without opening Outlook and across any device :: […]

Tip #1183: Templates are not working after upgrade

Man holding a spanner and ready to throw it into the works

Release 9.1.X (the coveted October release) is already here and some organizations have already been upgraded to the new version. Steve “Mr SMB” Mordue was, for a change, on the receiving end, as his customers complained that Word templates stopped working after the upgrade. When a template is selected from a record, new shiny Dynamics […]

Tip #1181: Filtered lookups on editable grids

Filtered coffee

Today’s tip is from Nick “Benchpress” Doelman. Technically it’s from his wife which proves that all of us, MVPs, are mere mortals and the real knowledge still belongs to the users. She only wanted to see contacts that belonged to an account on the record but the lookup view was showing all the contacts. Turns […]

Tip #1179: Add a dash of dash to your autonumbering

Salt bae

&tl;dr Jonas “The Shuffler” Rapp reports: when modifying autonumbering for built-in entities like case, always include a dash in the pattern to stop Dynamics 365 from self-combusting. Long story One of the awesome users of the Auto Number Manager for XrmToolBox managed to break the system settings for Auto Numbers in Dynamics 365, so he […]

Tip #1172: Make your CDS environments visible with a touch of Flow

Red valve

As the Dynamics 365 Customer Engagement platform converges with PowerApps and CDS, one of the benefits is that also the concepts of Dynamics 365 instances and PowerApps environments will become one. What this means is that all of your existing Dynamics 365 instances will show up in the PowerApps maker and admin portals as an […]

Tip #1160: Bring up client performance center

Hidden door in a library

I’m known to be a bit verbose but at the same time I personally like the tips that are like nuggets – small, shiny, and mostly invisible. This tip comes from Natraj “Always Debugging” Yegnaraman (and you can send your nugget to jar@crmtipoftheday.com too!). Add perf=true URL param in UCI Unified Interface to display performance […]

Tip #1154: When Unified Interface misbehaves

Overlapping zippers creating confusion

We know that Unified Interface is not yet on par with the classic UI. Some things are not yet there, some things will never be there because there are better ways to achieve the same results. Since Dynamics 365 is a continuously updated beast, sometimes bugs and inconsistencies make their way into a working feature. […]