Category

Microsoft Dynamics CRM

Dynamics 365: New Feature – Check Access

By Microsoft Dynamics CRM No Comments

It’s not too often we get a new feature in Dynamics, so I’m excited to share this one with you this month! You may have noticed a new button on records in the last few months called “Check Access”, which gives you a summary of your access to any given record.  Administrators can even check other users’ access, which is great for troubleshooting, as the “security roles” screens are a bit clunky.

Read More

Dynamics 365: View Background Processes Directly from a Record

By Microsoft Dynamics CRM No Comments

Administrators, this one’s for you! One of the long-missing features has been returned in a recent update to the Unified Interface: viewing background (workflow) processes directly from a record.  Until recently in the Unified Interface, to see background/process sessions, you needed to open the actual workflow, then navigate to the sessions from there.  This was particularly annoying when troubleshooting (eg. Record X was not created after Opportunity Z closed–why?), especially when the culprit might be one of, say, three workflows.  Below, I’ll show you where to find the background process table from an individual record.
Read More

Dynamics 365: Helpful Shortcuts and Terminology Update

By Microsoft Dynamics CRM No Comments

I’ve got two quick tips in this post for you all.  First, Microsoft has recently updated their long-used terminology for fields and entities.  Second, a few helpful shortcuts for administrators to bookmark:  As Microsoft makes changes to the Office 365 portal, it’s becoming increasingly difficult and time consuming to find the Dynamics 365 Admin center through clicks alone.

Read More

Dynamics 365: Find and Use the New View Designer (Updated for 2020)

By Microsoft Dynamics CRM No Comments

There’s a new way to create and edit system views!  With the new view designer, you can drag and drop columns, easily modify the column width, and actually publish your view right from the view editing window.  It’s a bit tricky to find, so follow along to check it out for yourself.

Please note that system administrator or customizer privileges are required to follow along with this tip, but Microsoft will be rolling this feature out for all users (to create/edit personal views) over time.

Read More

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