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.
Microsoft is updating the “Customize the System” area in Dynamics, and you can try it out right now. It looks like some features are missing from the new area (such as the “Show dependencies” button in any field window), but many features are available. Keep reading to learn more! Read more
Dynamics has a new look and feel in the new unified user interface Microsoft delivered last year. Over the next few releases, we’ll see a ton of new features and added functionality to the “hubs” (Sales Hub, Service Hub, Customer Service Hub, etc). I’ll be covering those features as we learn more, but until then, here’s a quick tip to set your default/landing page and tab in the new UUI. Read more
Dynamics recently added proper integration with Microsoft Teams and have released a series of articles to assist with the installation and use of Dynamics within Teams. I’ve found these instructions to be particularly well-written and have copied them below. Before you start working with Dynamics in Teams, you must enable the integration from Dynamics’ system settings. This allows you to access Teams documents from Dynamics and adds a “Collaborate” button which opens records in Teams.
If you like having the latest-and-greatest functionality, this post is for you! Dynamics 365 Administrators can check the system settings periodically for upcoming features that can previewed in Dynamics. Read more
Pinning records, views, and entities is still a favorite quick tip of mine. Check out the link below to view the original post on this topic! Read more
The theme of this round of blog posts has been the new user interface. This final tip is for Administrators looking to manage UI settings for the entire organization. Dynamics allows administrators to force the use of the Unified Interface, or permit the use of the legacy interface.
When Microsoft released Dynamics version 9, they also released new unified interfaces for each application–for example, Sales has the “Sales Hub”, Customer Service has the “Customer Service Hub”, etc. It’s been easy to continue using the “classic” interface, but if you want to check out the new UI, keep reading! Read more
Bulk editing a group of records is easy to do and can save quite a bit of time–as long as the edit you need to make is allowable in the Bulk Editing menu! You do not need to have the field you want to edit displayed in a given view, but any records you wish to edit must be displayed in the current view. If your view has 300 records in it, you’ll have to perform the bulk edit once per page. Keep reading to learn how to bulk edit records! Read more