Megan Hagedorn No Comments

Dynamics 365: Mobile Task Flows

Mobile Task Flows are a great way to prompt users to do something in the Dynamics App after a condition is met. For example, one of the out-of-the-box Task Flows is “After Meeting”, which guides users through various updates after a client meeting takes place. Mobile Task Flows can only be used on mobile clients. You’ll need to download the appropriate Dynamics 365 app for your device.

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Megan Hagedorn No Comments

Dynamics 365: Hide White Space around Quick View Form

Quick View forms are a great way to display information from a different entity on a form, without the need of a Subgrid. The problem with Quick View Forms, however, is the amount of white space around them:

It’s possible to hide this white space. Note that this solution is unsupported by Microsoft, and we’ll be referencing this great blog post for the script to be used, though I’ve made a few tweaks to get it working.

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Megan Hagedorn No Comments

Dynamics 365: Copy a Workflow (in the same entity) using a Process Template

Did you know that you can “copy” a workflow in Dynamics? Of course, this can only be done within a single entity–you can’t copy an Opportunity workflow to the Account entity, for example.

To access Workflows/Processes and Process Templates, go to Settings-> Processes.

To “copy” a workflow, we’ll actually be using a Process Template. You can change any existing Process into a Process Template.

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Megan Hagedorn No Comments

D365: Make a Field Searchable in Global Search Box

Not many fields are fully searchable in the system by default, and you might want to change that. Maybe you’d like to search by PO or Job number, maybe by a specific product type, etc. Well, last month, we walked through making a field “filterable” in a view. It’s logical to assume that the solution for that would also make the field fully searchable in Global Search:

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Megan Hagedorn No Comments

Microsoft Dynamics 365 – Redesigned Documentation Website

Earlier this summer, Microsoft quietly updated the documentation website for Dynamics 365. As someone who is constantly looking at Dynamics documentation, this was a welcome update and the organization is greatly improved. Microsoft articles are a good resource for general questions (eg. How do I create a new Personal View?), so take note of the below site:

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