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Microsoft Dynamics CRM

Dynamics 365: Hide Legacy Dynamics App from Users

By Microsoft Dynamics CRM No Comments

Though most have already made the transition, any organizations not yet using the new unified interface will be forced to do so shortly.  After the transition, you’ll be able to access the “legacy” application, named “Custom – Dynamics 365” by default.  When opened, the app will look like the new interface, but you’ll see an error message banner at the top of the screen warning that it’s a legacy app, and some features may not be supported.

This can be incredibly confusing for users since the look and feel is that of the new interface! There are two ways to hide the “legacy” application. Read More

Dynamics 365: Fix Filtered Lookup Fields that Show Unfiltered Records

By Microsoft Dynamics CRM No Comments

Though it may have taken some getting used to, it’s hard to deny that the Dynamics 365 unified interface is a massive improvement over the classic interface.  Granted, there is still lots of room for improvement, and there are still some kinks and bugs that need to be worked out, but the new experience is overall a better one.  However–if you have any filtered lookup fields on your forms, you may have noticed that by default, it shows a short list of “recent records” instead of filtered records! There are two ways to fix this. Keep reading to learn more!
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Dynamics 365: Upgrade an Installed Solution in the new Admin Center

By Microsoft Dynamics CRM No Comments

I won’t lie, it’s been a few months since I’ve had to upgrade an installed solution (Project Service Automation, Field Service, etc.).  Imagine my surprise when I attempted to access the old admin center, only to find that everything had moved over to the redesigned interface!  In my opinion, the list of solutions is not in an intuitive place and took me some Googling to find.  If you find yourself in the same place, keep reading to learn where the solution list is and how to upgrade an installed solution.
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Dynamics 365: Use Dashboards to Access Multiple Entities Simultaneously

By Microsoft Dynamics CRM No Comments

This month’s blog posts will focus on dashboards, which tend to be an under-utilized feature in Dynamics.  One great use for dashboards is to access views (or charts) from multiple entities in a single window.   Let’s say your personal work flow has you working in the accounts, contacts, and leads entities most often, frequently bouncing back-and-forth.  With a dashboard, you might be able to save a few clicks and put your most-frequented views from each entity on a single page.  The best part is that you do not need to be an administrator to create and leverage dashboards–as long as you have the security roles required (most users do!), you should be able to follow this tip.  In this example, we will pull views from the contact, lead, and account entities into a single dashboard.
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Microsoft Dynamics CRM: Adding A Group Calendar

By Microsoft Dynamics CRM No Comments

Is it possible to add a group calendar to Dynamics 365?  As of 2020, there is no out-of-the-box solution or workaround to add a group calendar to Dynamics, though third-party plugins/solutions can make this possible.  So, instead of going through these options (a quick Google will give you a list of these solutions), I’m going to show you how to A. create a view in Dynamics that displays as a calendar, and B. add that view to Microsoft Teams.  Read More