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Microsoft Dynamics CRM

Dynamics 365: View Background Processes Directly from a Record

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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.
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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.

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

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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.

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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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