Any time you need to delete a field or workflow, you’ll want to check for dependencies and make the necessary changes to remove those dependencies. Check out this post from 2018 to learn how to “show dependencies” for a field or workflow. To show dependencies for a workflow, open the workflow and select “Show Dependencies” at the top of the window.
If you are starting to use Flows, this is an important (and quick) tip! If you use an automated flow with Dynamics and set the trigger to “when a record is created” or “when a record is updated”, you MUST first enable Change Tracking for the entity that will be triggering the Flow. Without this, when you attempt to run or test the flow, it will fail.
Did you know that you can add a wait condition to a workflow? This can be particularly helpful if the workflow is complex. Sometimes the system can get ahead of itself and cause workflows to fail if too many actions are being performed too quickly. For example, if a record needs to be created, then populated to a lookup field (if you created a contact record then updated a lookup on the Opportunity with that new contact, all in a single workflow), you’ll want to use this tip!
Using the classic interface, it takes a 4 clicks to open the solution and entity customization window:
Settings->Customizations->Customize the System->”Experience the new way to customize the system”
Navigating using the new UI menu is even worse at 6 clicks. This might not sound like a lot, but the time spent waiting for windows to load adds up. Thankfully, accessing the solution customization area has never been easier. Please note that you must be a Dynamics 365 administrator or customizer to edit the solution.
With Release Wave 2 just a few days away from general release, I wanted to take a moment to highlight one of the features rolling out to the new UI: Improve or simplify most common sales workflows. Not a lot of detail! If you dig into this further you’ll see the following details:
- Make the Documents tab visible in the main form for Contact, Opportunity, Lead, and Account entities.
- Enhance the Opportunity form user experience.
- Support reparenting of products and the addition of properties at the product level (supported on both the legacy web client and the Unified Interface).
- While defining a product catalog, admins can update the parent of a product, bundle, or family in cases where products need to be realigned. Additionally, they can add properties directly at the product or bundle level.
Most of our clients heavily utilize the “related documents” feature that already exists in Dynamics, so moving the Documents tab to the main form is a very welcome change!
While preparing for this month’s round of tips, I found that our Sandbox environment was missing the Sales Hub, the new unified interface/application for Dynamics 365 Sales. Please note that you must be a Dynamics 365 Administrator to continue, but once you have installed the Sales Hub (or any hub) once, it will be available to all end-users. Read more
There’s a sneaky new way to design and modify system views, and it’s hidden in the solution! With the new view designer, you can drag and drop columns, easily modify the column width, and actually publish your view right from the view editing window. It’s a bit tricky to find, so follow along to check it out for yourself.
Please note that system administrator or customizer privileges are required to follow along with this tip, but Microsoft will be rolling this feature out for all users (to create/edit personal views) over time.
Did you know that the 2019 release wave 2, scheduled for October, is actually available right now? It must be enabled manually and the other “preview features” in system settings. Instead, you can find the option to check out the new release in the new Power Platform Admin Center (https://admin.powerplatform.microsoft.com/). Keep reading to learn how to opt-in!
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. Microsoft now has three out-of-the-box themes for you to choose from and copy/customize. Read more
Did you know you can change the sorting order of activities in the Social Pane? Check out this tip from the archives to learn more.