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Dynamics 365: Access the New Solution Customization Area Quickly with a Direct URL

It’s make.powerapps.com.

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.
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Dynamics 365: Related Documents Now Display on Record’s Main Form

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!
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Dynamics 365: Missing the Sales Hub? Install it Now!

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

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Dynamics 365: Find and Use the New View Designer

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.

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Dynamics 365: Early Adoption of 2019 Release Wave 2 in Power Platform Admin Center

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!

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Dynamics 365: Three Default Themes

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

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Dynamics 365: Set Your Home Page in the New UUI

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

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Dynamics 365: Microsoft Adds Teams Integration

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.

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