Change to how lookups behave in Unified Interface is coming in December. &tl;dr Up until now Unified Interface used Lookup View to perform the search. After the change is rolled out, Unified Interface will use Quick Find view (with resulting columns are still coming from the Lookup View), as the classic interface does. With this […]
I need to get out more often. Thanks to the relevance search, I have not used All Contacts view since the awkwardly named Dynamics 365 July 2017 Update seen the light of the day. Because if I have had, I would have noticed that clicking on any contact in this view opens New form instead of […]
If you followed our yesterday’s tip and tried to set up a workflow automatically adding a user to a team, you may have seen the error message: “To use this saved view, you must remove criteria and columns that refer to deleted or non-searchable items.” The fix is fairly straightforward: find the lookup view in […]
If you need to create a list of accounts with an annual revenue between 1 and 2 millions, you can quickly add two conditions in your view: But what if you’d like to see a list of accounts with the names from A through L? There is no Greater Than clause for the text fields […]
Recently Scott “Comandante Redlaces” Sewell noticed that when he was using CRM for Tablets and clicked on a view column to sort, the app returned an error. Thanks to Tanguy “Toolbox” Touzard’s suggestion, it was determined that the error was caused by having the view sorted by more than one column. After reducing the number […]
When user wants to add item to a queue, the default view used to perform the lookup is the “Business Queues” view. Don’t try to look it up in customizations – it’s not there and seems to be hard-coded. Not only that, it’s not documented anywhere [I could find] making it extremely difficult to understand […]
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