When you create a new form in Dynamics, you are not prompted to give it a name, and the default is “New Form”. It’s easy to end up with multiple forms with the same name. Thankfully, it’s easy to change the form name–you just need to know where to look. 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
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!
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.
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.
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
The redesigned admin center for Dynamics 365 (admin.powerplatform.microsoft.com) has reorganized many of the settings you’re used to seeing in the legacy view. In particular, your organization’s storage capacity has moved, and can now be found under the “Resources” area of the menu, and the detail pages look a bit different. Keep reading to learn more:
You may have noticed in the last few months that a new option for sorting has appeared in views in the unified interface. This may seem minor, but it’s one of those small features that really enhances usability and should have been there from the beginning! Read More
Dynamics 365 CRM has multiple standard dashboards created by the system and you can also create your own custom dashboard(s). Follow the steps below to create a custom dashboard:
Log into Dynamics 365 CRM and on the Main Screen, scroll down the left side and click on Dashboards then select New, Dynamics 365 Dashboard at the top center of the screen
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