Sometimes, you need to display information using a Subgrid, but you don’t want to allow users to “Quick Create” items using the “Add New” or “Add Existing” buttons. Typically, you do this when records displayed in the Subgrid are created by Workflows, not manually.
Earlier this summer, Microsoft quietly updated the documentation website for Dynamics 365. As someone who is constantly looking at Dynamics documentation, this was a welcome update and the organization is greatly improved. Microsoft articles are a good resource for general questions (eg. How do I create a new Personal View?), so take note of the below site:
The default “Top Opportunities” Chart is fine, but if you prefer to see the detailed revenue for each Opportunity, follow these instructions. (Scroll to the bottom to check out the finished chart!) Read More
If you’re working in a View and try to filter a column, but don’t have the option, follow these instructions to fix. Read More
Wrapping up this month with a very quick tip that’s fun to test! Did you know that many of the keyboard shortcuts you use every day in Windows can be used within Dynamics 365? Next time you work in any of the forms in your instance, consider trying these shortcuts! Please note, this tip refers to a US keyboard layout.
This tip is for all the folks who have had to create multiple, similar Business Rules at once. It is so easy to miss, but it actually is possible to duplicate and edit a Business Rule! This really is a time-saver–especially when multiple Business Rules contain similar steps or variables. The only catch is, the Business Rules must be contained in the same Entity. We’ll jump right in with an example. Read More
This is a troubleshooting tip for those paying attention to their networks while using Dynamics. If you start experiencing strange behavior (namely speed issues), it’s always a good idea to start by checking Microsoft’s status. Read More
Does your organization use views with just too many records? This quick tip makes navigating those beastly views much easier–and you don’t even need to create a filter! Now, the example view I’m working from only has 25 records, but this tip is especially helpful for views with more records. Read More
If you’re a user of the Voice of the Customer feature in Dynamics, you might know that Microsoft Azure occasionally acts up and prevents survey responses from being received & visible in Dynamics. You wait hours for survey responses that should be there, but just…aren’t. Thankfully, there’s a way for us to go in the back and kick the service into action again. Read More
Hello again! This quick tip will allow you to add images to your emails & email templates in Dynamics 365. This is particularly handy for promotional emails and images in signatures.
There is a catch, though–the image MUST be hosted on a publicly-accessible URL. Unfortunately, this means HTTPS won’t cut it, which rules out using Web Resources. If you end up doing a Google image search to find the image (helpful for logos), be sure to use one with a reliable host. This helps minimize the risk of the image suddenly disappearing in the future! Alternatively, you could visit your organization’s website, right-click, and select “view source” or “view page source” and begin sifting through the .jpg or .png files with ctrl+F. Read More
