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Microsoft Dynamics CRM

Dynamics 365 – Form Access Checker

By Microsoft Dynamics CRM No Comments

If I’m being completely honest, I still prefer to make customizations to forms and fields from the old UI and therefore rarely go into the “new” PowerApps UI (the functionality is not identical). However! I recently stumbled upon the “Form Access Checker” feature in the new Power Apps customization area and had to share.  This is a tool that lets you select a security role and app (“Sales Hub”, etc) to see what forms are enabled under those conditions. Read More

Dynamics 365: Share Important Flows for Redundancy

By Microsoft Dynamics CRM, Microsoft Office 365 No Comments

If you happen to own a Flow important to your organization, I highly recommend sharing the Flow with an additional user in the event that you leave the company or lose access to your account.  While it will be possible to recover any Flows “lost” this way, it can save a few headaches and extra clicks by sharing the Flow with another user.  This is also helpful in the event that your Flow fails to run or encounters some other error — Power Automate will email the owners of the Flow with the issue details. The more people that receive this email, the more likely it is that the issue will be addressed quickly! Read More

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

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