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Uninstalling Dynamics 365 for Marketing dependency error
I installed Microsoft Marketing for the purpose of testing in our dev environment. My first irritation was the need of a separate portal just for marketing. I had to reset my customer self service...
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Dynamics 365 UI Icon
Remember the 16×16 and 32×32 icons? Well, you don’t need them any more:) All you need to think about now are the .svg icons that adjust accordingly to what it should. The issue at hand is one we all...
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Dynamics 365 Error deleting entity. Flow reference dependency
Don’t think this is normal, because I have not been able to reproduce the error since. I created a very simple flow on top of a few custom entities. I used both the Dynamics connector and the CDS...
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Customizing forms Dynamics 365 UI
Again I have to state that we all have different preferences, and this is only my suggestion on how to make a simple demo. We all see the world different, and therefore no right or wrong answers...
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Reference Panels = Love
During ignite 2018 Jukka introduced me to reference panels during a hands on lab. At the time I couldn’t for the love of god understand what the point was. It was being viewed in the “old” UI and it...
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Dynamics 365 UI navigation tip
Lets me start out by saying that the UI is WAY faster to navigate than the old interface. The load time for the records has increased by a lot and the views are snappy. I am not saying that it is...
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Installing Email Router D365 Online
This is a series about installing everything you need to display the simple sales. Therefore this is only showing what you need to do for the simple sales demonstration, and everything is based...
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Installing Dynamics365 app for Outlook
Open your dynamics instance and remember to force classic mode. The new UI hasn’t updated at the time writing this blog. At the end of the URL “?forceClassic=1”. Select “Automatically add the app”,...
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Installing SharePoint connector Dynamics 365 Online
The SharePoint standard connector will work for customers with simple needs for collaboration. There is a Teams integration available soon, and I will write about that once it is released in Europe....
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Dynamics 365 app for outlook tracking
The purpose of this exercise is to see tracked items in outlook that provide an important visual aid for the user. Why this is not default on I honestly don’t know. Download the OrgDbOrgSettings tool...
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App for Outlook not supported in newest OWA
If you can’t find the Dynamics tracking app in OWA you are not alone. It is simply not supported (yet). Not quite sure why. As you can see in the pictures below, I have one with the new OWA and the...
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Track categories soon available to activate in admin panel!
We all miss the awesome CRM tracking image. Why they removed it I will never know. from powerobjects Then they replaced it with the odd type of tracing based on category. Anyway, you need to use the...
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Dynamics 365 VOC end of life
Dear VOC,Thank you for services provided, but you have been replaced with a younger and more exciting model. During a call today Microsoft made it quite clear that you should start the transition to...
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Fix – Power BI Sales Analytics data for Dynamics 365
Problem There is something wrong with the BI content pack for Dynamics 365. It might be my setup, but this is what I have to do before demos to fix the connection problem. The issue is related to the...
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Power BI starting a trial
If you don’t have a demo account in O365, start here. The description is for Dyamics 365, but you end up with a Office 365 and Dynamics 365 demo data. Navigate to Office.com and open the admin center....
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Power BI embedded dashboard Dynamics 365
Download Power BI Desktop https://powerbi.microsoft.com/en-us/desktop/ and login to the Power BI with your credentials. Then download the content pack file for Power...
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Power BI embed to Dynamics 365 form with filtering
There have been several post about this topic before, but this one is the only way I got it to work. Rasmus wrote about this a few weeks ago, and I am using most of his code. Ida was also early out...
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Dynamics 365 force classic mode from admin panel
I know we are supposed to use the UI, but it’s not ready for all purposes yet. Therefore it is nice to know that you can force the classic view for a little while longer. If for some reason you can’t...
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Dynamics 365 autonumber now available in PowerApp config
The API approach has been available for a long time, but now the autonumber is available through the config. Jonas Rapp’s autonumber solution in XrmToolbox has been absolutely one of the best tools...
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Power BI RLS report for Dynamics 365
RLS stands for Row Level Security and is a function within Power BI used to securely manage what the users see. I am reusing the steps from the Power BI embedding blog, and continuing with the same...
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