It’s easy to get distracted with all of the great user interface changes Microsoft brought us with Version 9. This tip is about one of the smaller enhancements that hasn’t gotten much attention, but learning about it is definitely worth your time! We’re talking about a new search feature available in Advanced Find that allows you to specify if a relationship contains data. For example, we can search for accounts with NO opportunities, or bookable resources with NO bookable resource characteristics.
Microsoft is redesigning the Dynamics 365 admin portal! You may have seen our post on the new support page a few months back–Microsoft has expanded the Dynamics 365 admin portal to include both support information and environment/instance management.
This year, Microsoft changed their Dynamics 365 upgrade policies. Some of the changes include delivering two major releases per year (April and October), detailed release notes (you can find these here), and most importantly, enforcing a mandatory update to move all 8.2 users to version 9 by January 31, 2019. You can find more information on the policy changes in this Microsoft blog post and a FAQ on these policies here. Please note that version 8.2 will not be supported after January 31, 2019 and your organization has likely already been contacted by Microsoft to schedule the upgrade.
After receiving a few questions on this topic from clients this month, I decided to make our third tip a throwback to a post from 2017 — Make a Field Searchable. This post walks you through the process of making a field searchable in both global and view searches, and adding it to the search results view, if searching within a specific view.
If you use the Dynamics 365 mobile app, you may have noticed that the three fields displayed in search results or various views are unhelpful. It could only show the Opportunity number (if you assign one), Est. Revenue, and Est. Close date, making the mobile app nearly unusable. Luckily, changing the information displayed in these views and search results is easy. Read more
Did you know that there’s an easy, out-of-the-box way to change Views to be editable in-line? This allows you to edit Views similarly to how you might edit a spreadsheet in Excel. Click in the field and edit as needed:
Another new feature in Dynamics version 9 is the ability to assign a color to the header of a Subgrid. This adds a clean, professional touch to your forms and looks great. You can even go as far as to match the Subgrid color with the same color that is assigned to the entity! To learn how to add a splash of color to your forms, keep reading.
This month, we’re taking a look at some of the exciting new features that Dynamics 365 Version 9 has to offer. We now have the option to wrap text for field labels and values when they exceed the shown character limit. This used to be a huge pain—you either had to position the field labels on top of the values, expand the field label character limit, or shorten your field label to fully display lengthier labels. No longer! To enable text wrapping for your field labels and values, keep reading. Read more
Microsoft has fulfilled a long-awaited request in Version 9 – multiselect option sets! There are numerous use cases where multi-select option sets might be helpful, such as “areas of interest” or “States where company does business”, et cetera. Multiselect option sets are available on main forms, quick-create forms, and quick-view forms. Read more
Dynamics 365: Clear the Cache in Dynamics 365 Portals
If you have a Portal provisioned for your Dynamics 365 Instance (also known as a Field Service Portal or Project Service Portal), you’ll know that there can be a fairly long delay when making customizations to the Portal—changes to pages or forms often do not get pushed to the Portal for minutes or even hours. This makes it very difficult for administrators to manage and customize the Portals—you can’t quickly test your changes! The most common way to push changes that seem “stuck” is to restart the Portal from Azure. What if you’re not an Azure administrator or otherwise cannot access Azure? What if you don’t want to disrupt your Portal users for minutes while the entire Portal restarts? Read more