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
It’s quite straightforward to pin a view in Dynamics, but to set a new view as the system default takes a few more steps. It’s also necessary to change the default view if you want to deactivate it. Keep reading to learn how to set a new system-wide default view for any entity.
Microsoft recently deprecated the home.dynamics.com page, moving all Dynamics apps to the Office portal. I’ve found that many users prefer to just use a bookmark or type in the URL directly, however. To be sure users are using the correct Dynamics app, you can provide them with the direct app url, which you can set to be more user-friendly. Read More
This essay is a continuation of a blog I wrote that compares Zoho with Microsoft Dynamics 365. Both parts are written by Gene Marks of The Marks Group. We currently serve hundreds of Microsoft Dynamics and Zoho clients and provide training, consulting and implementation services to help our clients use these products. So is Dynamics better than Zoho? Is Zoho better than Dynamics? We’ve already looked at Zoho in Part 1. So now here are the pros and cons of Microsoft Dynamics 365, based on our experience as partners. Read More
This essay looks at Zoho vs. Dynamics 365. It is written in two parts by Gene Marks of The Marks Group. We currently serve hundreds of Microsoft Dynamics and Zoho clients and provide training, consulting and implementation services to help our clients use these products. So is Dynamics better than Zoho? Is Zoho better than Dynamics? That’s up to you to decide. Here are the pros and cons of Zoho vs. Microsoft Dynamics, based on our experience as partners.
Let’s start with Zoho. Read More
When you work in a Sandbox, you’re usually doing it to test changes, but you might notice that workflows do not run after you copy a production environment over to the sandbox. There’s a setting that actually automatically disables background processes that you’ll need to change to allow workflows to run.
This is not a new feature by any means, but I wanted to remind everyone that it’s easy to change the position of field labels on your forms in Dynamics. They can be positioned above or to the side of the field. Depending on things like field label length and the size of the section, it might make more sense to have the labels one way or another. Read More
The title of this tip is a bit of a mouthful, but this is something I learned only recently and had to share! If you’re creating a calculated field and need to reference a field within a related entity, you can actually do so with a little syntax magic. Keep reading to learn how!
It’s not too often we get a new feature in Dynamics, so I’m excited to share this one with you this month! You may have noticed a new button on records in the last few months called “Check Access”, which gives you a summary of your access to any given record. Administrators can even check other users’ access, which is great for troubleshooting, as the “security roles” screens are a bit clunky.