Did you know that you can add an out-of-the-box Timer to a form in Dynamics? The timer will count down to a date specified in the form, and display different statuses depending on conditions you set. You can add multiple timers to track against multiple milestones. In the example below, we’ll be adding a countdown timer to the Opportunity based on the Estimated Close Date. Read more
Have you ever wanted to look at records related to another record in Dynamics, but fail to see the shortcut? Or, as an Administrator, have you ever had to troubleshoot a record, but the “Background Processes” or “Process Sessions” shortcuts were missing from a record? Keep reading to learn how to add these shortcuts. Read more
We recently received a few questions about Voice of the Customer for D365 version 9, and I was investigating when I noticed our V0C solution was outdated. Every attempt to install the latest version failed, for no apparent reason. Thanks to this blog post, I was able to figure out the issue. Keep reading for step-by-step instructions to update VoC for version 9. Read more
Dynamics 365 allows administrators to edit System Views straight from the View itself, which is great and saves a few clicks…except there is no option to publish those changes. Keep reading to learn more! Read more
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
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