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
If you are a Dynamics Administrator, you’ll likely have received questions like this:
-Why didn’t X record get created automatically like it normally does after I did Y?
-When I updated X field, Y field on a different record never changed like it’s supposed to?
Essentially, these are all questions about workflows not working as expected. In this post, I’ll show you how to troubleshoot these situations where a workflow did not successfully complete. Read more
If a Dynamics user recently left your organization and you need to reassign their records to someone else, or need to reassign a select number of records for any reason, here are two ways to accomplish this: Read more
If you’ve ever tried to use Read-Only fields, you may have run into a common issue–there’s no way to actually update that field! At least, it can seem that way, especially if you want to use a Workflow to set the field. A great example of this is the name field. We have many clients who want to use a standardized format for record names–for example, naming Opportunities Account – Created On Date – Est Revenue, or naming Leads Last Name – Topic.
There are tons of reasons why you may want to set a field to read-only on a form–below, I’ll show you how to set it by workflow.
As a Dynamics consultant, I work with Workflows a LOT. One of my favorite tips to make working with Workflows easier, is to create a custom View to show additional data about the workflows–for example, how they are triggered, “Modified On”, and “Modified By” fields. If I’m troubleshooting, this can be extremely helpful. Keep reading to find out how to add this data to the Processes view! Read more