This week, Microsoft made an update very recently that removed the jump bar from views (the navigational letters at the bottom of the window). Luckily, we can add it back! Please note that you’ll need admin privileges to follow these instructions.
If I’m being completely honest, I still prefer to make customizations to forms and fields from the old UI and therefore rarely go into the “new” PowerApps UI (the functionality is not identical). However! I recently stumbled upon the “Form Access Checker” feature in the new Power Apps customization area and had to share. This is a tool that lets you select a security role and app (“Sales Hub”, etc) to see what forms are enabled under those conditions. Read More
If you happen to own a Flow important to your organization, I highly recommend sharing the Flow with an additional user in the event that you leave the company or lose access to your account. While it will be possible to recover any Flows “lost” this way, it can save a few headaches and extra clicks by sharing the Flow with another user. This is also helpful in the event that your Flow fails to run or encounters some other error — Power Automate will email the owners of the Flow with the issue details. The more people that receive this email, the more likely it is that the issue will be addressed quickly! Read More
Did you know that Dynamics has an out-of-the-box report that displays all users’ security roles? I just learned about this a few weeks ago myself and it has been very useful! Keep reading to learn how to run this report. Read More
The “Show Dependencies” feature is highly valuable, especially when you are trying to find a specific workflow, attempting to delete a field, or determine what system elements “touch” that field. Below you can find instructions for field and form dependencies.
The Dynamics tips for this month will be focusing on dashboards. In my experience, dashboards are under-utilized and are great for both administrators and standard users! This post will walk through resizing individual dashboard components–for example, making a chart the entire width of the dashboard screen. Read More
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
If you’ve made a new business process flow, you’ll need to add it to the App Designer (and assign security roles…) before other users can see and use it. Thankfully, it’s easy to do! Please note that only administrators can make changes to the App Designer.
It’s time for some spring cleaning! The reports area of Dynamics is often left unorganized, making it a chore to locate particular reports. In this post, you’ll learn how to create a new report category, then a new system view to further organize your reports. Read More