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Microsoft Dynamics CRM

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: Mapping Fields

By Microsoft Dynamics CRM No Comments

Mapping Fields can be a significant time saver if you are frequently qualifying leads or creating new contacts from an account record, for example. When you map a field, it carries the data over from one record in an entity to another record in a different entity. I do suggest having both the Source & Target forms open so you can check your work–field names can be tricky!

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