Megan Hagedorn No Comments

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.

Read more

Megan Hagedorn No Comments

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

Becci No Comments

Salesforce Validation Rules

Salesforce provide many ways to customize how your users interact with data, screens, dashboard, etc.  You may have organization wide profile/permissions configured but still have a need to limit functionality.  In this case, validation rules will allow you to set criteria when users perform an action on an object. Read more

Becci No Comments

Allowing Updates to Salesforce Audit Fields

If your organization imports records on a regular basis or if you are doing a one off data migration/import, it can be helpful to have the ability to map users to Salesforce Audit fields.  These fields include owner and createby and can contain historical data that you want to keep.  For example when migrating Leads, you can set the owner to the Sales Rep’s userid so the default “My<object>” lists immediately populate.  You can also set the createdby field for imports to be the Sales Rep’s if they are not the ones doing the import. Read more

Becci No Comments

Managing Salesforce Object Permissions with Profiles

There are many things you can do with Profiles.  When you give users a profile you can customize what they see and can do in Salesforce.  Profiles can be used for groups of users such as Admins, Sales Reps, Operations, etc.  A profile can also be created and assigned to each user for even further customizations. Read more

Megan Hagedorn No Comments

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

Megan Hagedorn No Comments

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

Megan Hagedorn No Comments

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.
Read more