In the classic interface, you were able to page between open records in a view by using the small up/down arrow in the upper-right corner of the record. At first glance, that feature is missing from the unified interface. Keep reading to see how Microsoft modified this feature in the new UI.
One of the coolest new features in the Unified Interface is the ability to view any record with a date/time field in a Calendar format using an out-of-the-box “Calendar Control” that you can set up from a View. In the example below, we’ll set up a Calendar Control for activities. Read more
If you’re missing the “My Apps” navigation item from the Settings menu, you’re not alone! Only a handful of clients have had this menu item available by default. You’ll want to access the “My Apps” page to set security roles for all unified interface apps. It’s also a great place to identify web apps vs unified interface apps. Keep reading to learn how to add this manually.
Since many organizations have moved over to the Unified Interface, one of the most popular questions we’ve received is, “How do I edit fields in a form header?”
It’s no longer possible to just click on the field/field contents to edit them, but it’s nearly as easy. Read more
For this post, I’m reposting an old tip on troubleshooting workflows with some new steps at the end for the Unified Interface. Unfortunately, Microsoft has not added the ability to view background processes and process sessions from a single record in the new UI yet, but hopefully this will be added in a future release.
If you’re unable to run Flows and background or real-time workflows from the new unified interface, fear not! The fix is simple. You’ll need to update a setting in the Dynamics admin center. Read more
As more and more organizations transition to the new user interface, you might find that some options for custom portals that were previously found in the Contact entity menu are missing or throwing errors. If you need to fix or add the “Change Password” or “Create Invitation” menu buttons, keep reading for a simple fix. Read more
As I use the new PowerApps designer more and more, I’m finding small touches here and there that really enhance the customization process (especially with larger-scale tasks). One of these minor-but-nice features is that you can easily tell what fields have been modified and created during your current session. By current session, I mean after you begin editing or creating fields, but before you hit “Save entity”. Read more
The new PowerApps Designer has a completely different look and feel from the old solution window. One of the improved areas is entity navigation. While the old solution window did have a few View options to choose from (Customizable, Custom, All), I rarely used this for navigation and preferred to just scroll to the entity I needed. In the new PowerApps designer, however, I find the filters to be very helpful and use them frequently! Read more
Previously, I wrote a blog post on creating a “Top Opportunities” system chart, but you need to be an Administrator to follow those exact instructions. Below, you’ll find quick instructions to create a personal chart. The chart editor has not changed much (yet), so you can follow the instructions linked above to create the example “Top Opportunities” chart–even if you’re not an administrator.