If you need to add a new currency to your Dynamics environment, keep reading — I’ll walk through the steps below. It’s not difficult, but the currency management area is a bit hidden. Read More
The Dynamics tips for this month will be focusing on dashboards. In my experience, dashboards are under-utilized and are great for both administrators and standard users! This post will walk through resizing individual dashboard components–for example, making a chart the entire width of the dashboard screen. Read More
Though most have already made the transition, any organizations not yet using the new unified interface will be forced to do so shortly. After the transition, you’ll be able to access the “legacy” application, named “Custom – Dynamics 365” by default. When opened, the app will look like the new interface, but you’ll see an error message banner at the top of the screen warning that it’s a legacy app, and some features may not be supported.
This can be incredibly confusing for users since the look and feel is that of the new interface! There are two ways to hide the “legacy” application. Read More
If you’ve made a new business process flow, you’ll need to add it to the App Designer (and assign security roles…) before other users can see and use it. Thankfully, it’s easy to do! Please note that only administrators can make changes to the App Designer.
It’s time for some spring cleaning! The reports area of Dynamics is often left unorganized, making it a chore to locate particular reports. In this post, you’ll learn how to create a new report category, then a new system view to further organize your reports. Read More
If you find yourself manually setting a report filter to the same thing frequently, consider updating the default filter to save time and clicks. Below, you’ll find instructions to update the default filter. Like many Dynamics features, it’s easy to update, but hard to find!
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Duplicate detection is a must-have feature that helps keep your data accurate and clean. This makes workflows run more reliably, imports go smoother, and data more reliable. Below, you’ll find a guide to creating new Duplicate detection rules, which define the parameters by which duplicates are identified. Microsoft has posted a guide on duplicate detection rules as well. Read More
In the past, Dynamics came with one default theme, and creating a new theme was a bit of a pain–especially if you were trying to just differentiate between a sandbox and production environment (which, by the way, I highly recommend doing). Microsoft now has three out-of-the-box themes for you to choose from and copy/customize. Read More
Mapping Fields can be a significant time saver if you are frequently qualifying leads or creating new contacts from an account record, for example. When you map a field, it carries the data over from one record in an entity to another record in a different entity. I do suggest having both the Source & Target forms open so you can check your work–field names can be tricky!
This post will walk you through the steps to add a Power BI Dashboard to Dynamics 365. Please note that this works with the free Power BI license, but if you need to share your dashboard with others, you’ll need the paid license.
