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Dynamics 365: Troubleshoot Workflow Issues in the new UI

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.

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Dynamics 365: Missing the “Change Password” or “Create Invitation” Options for Custom Portals in the new UI?

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

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Dynamics 365: See Fields Edited, Created, or Deleted Before you Save in PowerApps Designer

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

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Dynamics 365: Filter the Entities Shown in the PowerApps Designer

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

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Dynamics 365: Create a Personal Chart

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.
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Office 365: Set Default Paste Formatting in OneNote

Note: This tip is intended for the OneNote app as OneNote 2016 is no longer being updated.
Did you know that in the OneNote app, you can set the default paste formatting behavior? If you find yourself frequently changing the paste formatting after pasting, you might want to configure this setting! You can still easily change the formatting mode if the default mode isn’t best for the content being pasted. Read more

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Dynamics 365: Show Dependencies to Make Deleting Fields and Workflows Easier

Any time you need to delete a field or workflow, you’ll want to check for dependencies and make the necessary changes to remove those dependencies. Check out this post from 2018 to learn how to “show dependencies” for a field or workflow. To show dependencies for a workflow, open the workflow and select “Show Dependencies” at the top of the window.

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