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
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!
Did you know you can change the sorting order of activities in the Social Pane? Check out this tip from the archives to learn more.
Microsoft is updating the “Customize the System” area in Dynamics, and you can try it out right now. It looks like some features are missing from the new area (such as the “Show dependencies” button in any field window), but many features are available. Keep reading to learn more! Read More
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
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.
If you like having the latest-and-greatest functionality, this post is for you! Dynamics 365 Administrators can check the system settings periodically for upcoming features that can previewed in Dynamics. Read More
Pinning records, views, and entities is still a favorite quick tip of mine. Check out the link below to view the original post on this topic! Read More
The theme of this round of blog posts has been the new user interface. This final tip is for Administrators looking to manage UI settings for the entire organization. Dynamics allows administrators to force the use of the Unified Interface, or permit the use of the legacy interface.
