For this tip, I’m bringing back a post from last year about organizing reports. If your organization uses a high number of reports like many of our clients, I highly recommend taking the time to organize them into categories! There are a few out-of-the-box categories to choose from, but if that’s lacking, you can add your own if you are an administrator. Read More
With the rollout of Release Wave 2, you may have noticed that Microsoft has done away with the classic “Advanced Find” feature. I use this feature more than any other in Dynamics and prefer the classic view; I’m not ready to let go! We can still access it as of October 2022 if you know where to look, but it will be removed at some point.
A few years ago, I wrote a post about creating personal dashboards. We’ve had some dashboard-related questions pop up recently and I wanted to bring that post back as a refresher. In the link below, you’ll find instructions to create a personal dashboard, copy (save as) an existing dashboard, and edit an existing dashboard. There’s also a link in that post that provides instructions for resizing dashboard elements. Dashboards are a feature in Dynamics that should be used more frequently and can save quite a few clicks – I encourage you to try it out!
For even more information about dashboards, check out this page from Microsoft.
This month, we’re throwing it back to an oldie-but-goodie – setting the theme in Dynamics. This is something we strongly recommend updating in your Production or Sandbox environment to further differentiate the two and help prevent accidental changes in the incorrect environment. If you’re using an out-of-the-box app such as the Sales Hub, check out these instructions from Microsoft to update the theme. For instructions to update the theme of a custom app (eg. NOT “Sales Hub” or “Customer Service Hub”, but a custom app), follow the link here.
Service health is always a good thing to check when something is acting amiss in Dynamics. For example, multiple users were unable to access reports in Chrome today (8/30), and the first thing I wanted to do was check the Service Health dashboard for related incidents. Service health, incidents, and advisories have been relocated a few times over the past few years, and aren’t in the most logical spot. This post will walk through how to navigate to the elusive service health area. Read More
For a full, in-depth walkthrough, you can reference the Microsoft article here
Automatic Record Creation rules and Service-Level Agreements are being deprecated and must be migrated this year. Thankfully, Microsoft has provided a migration tool, but it’s not the easiest to find! Keep reading for more information. Read More
Historically, we’ve had to go into Advanced Find to download Fetch XML, which is extremely useful for report, schedule board, and other customizations. As Microsoft replicates more of the “classic” features into the new UI, we’re finding new ways to perform the same tasks. Keep reading to learn how to download Fetch XML in the new UI. Read More
If you’re a heavy Dynamics or Portal customizer, you may find yourself looking for a user’s Azure AD Object ID – especially if you’re setting up Portal users! A while back, the only way to find this was to go directly into Azure, but we now have a much easier solution. Read More
If you’ve found this page from Googling the above error, I’m sorry. This is a tough one. This non-helpful error pops up on the occasional schedule board and is a complete pain to troubleshoot. Below is a short list of the three things I look at when this happens! If you have any additional tips, please share them in the comments below! Read More
I know, wordy title – but if you do need to add a button (eg. Create) to a subgrid on a custom portal like the one below, you’ve come to the right post! This is for the custom portal (PORTALNAME.microsoftcrmportals.com). You should have a subgrid on the form you’re using in the Portal. This feature is a little hard to find, so follow along below!