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Microsoft Dynamics CRM

Dynamics 365: Organize your Reports!

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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

Dynamics 365: Find the Old Advanced Find

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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.

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Dynamics 365: Create a Personal Dashboard

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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!

Create a Personal Dashboard

For even more information about dashboards, check out this page from Microsoft.

Dynamics 365: Update the Theme in a Custom or Out-of-the-Box App

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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.

Dynamics 365: View Service Health (2022)

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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

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