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In Dynamics 365, you can publish client customizations that can also be used by users on mobile devices. One issue with this, is the first user to use a new customization may experience performance issues, as the metadata package downloads. In order to get around this, Dynamics 365 has an option to “Prepare Client Customizations” once customizations are ready. To use it, create a customization as you normally would. Then, … Continue reading Dynamics 365 Mobile Performance and Client Customizations

Dynamics 365 comes with a tool to create your own apps, called the App Designer. It is a drag and drop configurable tool that allows for quick creation of apps you can use. Here we will go through creating an app. First, go to Settings->My Apps: Here you will see a list of installed apps. Click on Create App: You will be prompted to enter your new app information. Note … Continue reading Dynamics 365 Apps and the App Designer

The quick find view in Dynamics 365 is the view that drives the results of searching in the search text box of an entity. For example, if you were in an account view, you can search for accounts on the top right: Enter your search terms to search. Note the fields that are returned in the view: To change the fields returned, you can customize the view. Go to Customizations, … Continue reading Dynamics 365 Quick Find View

Dynamics 365 and Power Apps entities come with auditing features. To enable auditing, first go to System Settings and select the Auditing tab, or go to https://admin.powerplatform.microsoft.com/ and Settings->Audit and Logs: Click to Start Auditing. This enables the other checkboxes, of which the top area is: Audit User Access Start Read Auditing We can see the area Enable Auditing for the following areas is available to select or not. This includes: … Continue reading Auditing in Dynamics 365 and Power Apps

When integrating with an external system, the system probably contains a key for records that are being imported. For example, if you are integrating Customers from an ERP system, there is a customer number that defines the uniqueness of the record. In Dynamics 365, the uniqueness of the record is defined by a GUID. In order to make integrating both systems easier, Dynamics 365 entities have a concept of Keys. … Continue reading Alternate Keys in Dynamics 365

Access team templates are a way to share records with other users easily who do not have permissions to access records based on their security roles. To create an access team template, go to Customizations and select an Entity. Select Access Teams. Save and Publish: Then, under Settings->Security, select Access Team Templates: Select the Entity, which will list only entities with Access Teams functionality. Select the permissions, in this case … Continue reading Access Team Templates in Dynamics 365

In Dynamics 365, different field types allow for various types of controls that are displayed to the user for input. Here we will take a look at some examples of controls. Once a field is placed on a form, you can go to the Controls tab to view the available options of controls. For example, on the Account form, we have different fields. If we open the website field and … Continue reading Controls in Dynamics 365

Actions in Dynamics 365 are a capability to create business logic that can be called in different ways such as through code or a workflow. They are not run on demand or automatically, but rather they are triggered by processes or code. If you wanted to run an action on demand you could call it from an on demand workflow. Actions take input, do something and may produce output. Let’s go … Continue reading Dynamics 365 Actions

Dynamics 365 comes with tight Outlook integration. Here we will walk through configuring Outlook and Dynamics 365. After installing the Dynamics 365 addin, you will see a CRM tab in Outlook: To configure, go to File->CRM: You will see this screen: Open Set Personal Options: Click on the Synchronization tab. Note the automatic synchronization minutes (minimum is 15 minutes): Selecting Filters will open the Synchronization Settings. You can also get … Continue reading Dynamics 365 and Outlook