In the past, Dynamics came with one default theme, and creating a new theme was a bit of a pain–especially if you were trying to just differentiate between a sandbox and production environment (which, by the way, I highly recommend doing). Microsoft now has three out-of-the-box themes for you to choose from and copy/customize. Read More
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!
This post will walk you through the steps to add a Power BI Dashboard to Dynamics 365. Please note that this works with the free Power BI license, but if you need to share your dashboard with others, you’ll need the paid license.
I think the activity timeline in Dynamics 365 gets overlooked–it’s a pretty busy area of the screen with the potential for “information overload”. At some point, however, Microsoft added an option to filter the items displayed in the timeline. I’ve found it to be intuitive and easy to use. Keep reading to learn more. Read More
Did you know that you can enable a setting to display related emails as a conversation on a record’s timeline, similarly to how Outlook handles conversations? This can make the email/activity area of records much more organized and easier to read! Read More
Recently, Microsoft gave the personal email template and email signature editors a facelift, now matching the rest of the Unified Interface. In this post, we’ll walk through the steps to create personal email templates and signatures in your personal settings. Read More
Very recently, Microsoft retired the regional discovery service . This broke my connection to all of my custom SSRS reports in Visual Studio–I started getting authentication errors for each report. What a pain! So, if you start getting authentication errors in Visual Studio, but you know the credentials are correct, try this. (Kudos to Kelsey @ The Marks Group for this fix) Read More
There is an area for personalization options in Dynamics 365 that gets often overlooked, so we’ll be reviewing a few of those options in this tip. Below, you’ll find instructions to update your personal time zone and change your default work hours. Work hours are used for activities and the activity calendar.
If you’re stumbling across this blog because you accidentally deleted a record in Dynamics, you are in luck! There is a way to recover it, but requires auditing to have been enabled for the entity. It’s not possible to do out-of-the-box, but with the help of XRM Toolbox, it’s easy to recover the record. Please note, this method requires administrator privileges. XRM Toolbox is an absolute must-have for Dynamics administrators. The tools available are incredibly useful and most importantly, free. One tool that recently came in handy for me (to say the least) is the “Recycling bin” tool–it can recover deleted records in Dynamics as long as auditing is enabled. I’ll walk through using this tool below.
The new PowerApps Designer has a completely different look and feel from the old solution window. One of the improved areas is entity navigation. While the old solution window did have a few View options to choose from (Customizable, Custom, All), I rarely used this for navigation and preferred to just scroll to the entity I needed. In the new PowerApps designer, however, I find the filters to be very helpful and use them frequently! Read More