Word templates are not the most flexible templating solution for Dynamics 365 but for the simplistic scenarios it does work well, and is quite fast. Built-in templates are used to be notoriously difficult to modify. Not anymore, thanks to the Document Template Manager from Jim Novak. Now that we can modify the content itself, how about […]
Tip #939: Need to reschedule an update again?
When a new release of Dynamics 365 is released, existing online environments are scheduled for an upgrade. If the date selected is not optimal, an administrator can reschedule that update one time. But what if you later change your mind and want to reschedule it again? the Instance picker will not let you reschedule an […]
Tip #915: Reviewing the Dynamics mobile app reviews
Every fall when Apple releases new updates for their mobile operating systems, reviews like this one appear in the store: This has been an annual tradition, and has happened each year with IOS 7, 8, 9, and 10, and will likely happen whenever Apple releases iOS 11 this year. The first rule of administering Dynamics […]
Tip #726: Dude, where is my option to export for update?
Question I recently noticed that in version 2016, the option to export records for update (available in version 2015) has vanished from the Export To Excel dialog. This SDK article describe the Import process as if this option is still available. Can anyone clarify this feature status? Is there any other method to update existing […]
Tip #576: Business Process Flow can be updated on closed opportunity
Mini Truckstop Everybody knows who Tanguy “The XRM Toolbox” Touzard is. That’s right, a legend. But being a CRM legend does not mean knowing everything – it’s knowing when to ask the right questions. Question For one of my customers, it seems that when you are on a won Opportunity form, you can change BPF […]
Tip #254: Update fields on disabled records
I got an email from a CRM administrator who needed to update a field on a disabled user record; however, he was not an Office 365 admin, so he could not re-enable the user to make the change. Was there any way to update a field on a disabled user without having to re-enable the […]
Tip #234: Beware of the IOS 8.0.2 update
If you use an IOS device, you know that there have been many updates recently. The IOS 8.0 release on September 17 was shortly followed by the 8.0.1 update. This release broke many user’s cellular connections, so Apple rushed out the 8.0.2 update to fix the issues introduced in 8.0.1. So what does this have […]
Tip #138: Update your tablet app
There is a new update available for CRM for tablets app for iPad. The update allows the app to be reconfigured to other users or organizations. This is a big enhancement, and will be welcome news to anyone who works with multiple CRM organizations. It will also be very useful when testing customization changes in […]