Following on the Import Troubleshooting post from while back–
If you completed an import but later realized something was wrong with the data, or for whatever reason need to remove the records that were just imported, fear not! There is a quick and easy way to do this.
I’m really excited about sharing this tip with you this month–it’s really easy and really helpful.
Inevitably, you will have a field label that is really long and gets cut off/looks messy. If you expand the Label width too much, it can affect the size of the field input box. This happens frequently if your labels are questions! A better alternative is to move the labels to the top of the field. It might not display the full label if it’s really long, but it should help!
Dynamics 365 recognizes Sunday as the first day of the week by default, but what if your organization recognizes Monday or a different day as day 1?
This affects system filters like “This week” and “last week”.
We all know how frustrating Imports can be when they start spitting failures. This quick Troubleshooting guide should help!
To check historical import records, navigate to Settings-> Data Management -> Imports:
Mobile Task Flows are a great way to prompt users to do something in the Dynamics App after a condition is met. For example, one of the out-of-the-box Task Flows is “After Meeting”, which guides users through various updates after a client meeting takes place. Mobile Task Flows can only be used on mobile clients. You’ll need to download the appropriate Dynamics 365 app for your device.
Quick View forms are a great way to display information from a different entity on a form, without the need of a Subgrid. The problem with Quick View Forms, however, is the amount of white space around them:
It’s possible to hide this white space. Note that this solution is unsupported by Microsoft, and we’ll be referencing this great blog post for the script to be used, though I’ve made a few tweaks to get it working.
Did you know that you can “copy” a workflow in Dynamics? Of course, this can only be done within a single entity–you can’t copy an Opportunity workflow to the Account entity, for example.
To access Workflows/Processes and Process Templates, go to Settings-> Processes.
To “copy” a workflow, we’ll actually be using a Process Template. You can change any existing Process into a Process Template.
Sometimes, you just need a lot of fields.
If you’ve ever wondered just how many is too many, look no further.
It’s not unusual to see multiple forms on a given Entity. Take our demo system, Accounts entity, for example!
Not many fields are fully searchable in the system by default, and you might want to change that. Maybe you’d like to search by PO or Job number, maybe by a specific product type, etc. Well, last month, we walked through making a field “filterable” in a view. It’s logical to assume that the solution for that would also make the field fully searchable in Global Search:
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