Why Now? Back in September 2019, Microsoft announced that on October 1, 2020, the Classic UI for Dynamics 365 would no longer be available. Another important thing to note is that you may already be scheduled for an upgrade and not know it! Fellow Microsoft MVP, Gus Gonzalez, posted a great video tackling this topic. […]
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On-Demand Microsoft Flow for Dynamics 365 and PowerApps
Why this post? This post is a segment of something I covered during my User Group Summit 2019 session. This session was called “Triple Threat – Microsoft Flow, Dynamics 365, and You“. During this session I covered various ways you can utilize Microsoft Flow with Dynamics 365. If you attended the User Group Summit 2019 […]
Read MoreCreating PDF Quotes in Dynamics 365
Dynamics 365 has had a lot of great functionality added within the last few months. So, Microsoft has a whole site dedicated to documentation. I would recommend that you review this site to assist you with Dynamics 365. The reason for mentioning this site is that buried in there is a great little nugget of […]
Read MoreDynamics 365 October 2019 Updates-Headers and Density
Dynamics 365 October Updates Highlights In my previous blog, I highlighted a few of the items I am excited about in the upcoming October 2019 updates. If you haven’t checked this blog out, you can find it here: https://www.crmsoftwareblog.com/2019/06/highlights-of-upcoming-dynamics-365-october-2019-updates/ Header and Density Updates First of all, you may be wondering what “Density” is. I will detail […]
Read MoreSet Up Auto-Complete Control in Dynamics 365
Have you ever needed to have a field in Dynamics 365 be an auto-complete field? If so, we will cover how to set this up in the Unified Interface. Dynamics 365 Form End Result Before we dive into how to set this up, check out the screenshots below. The reason I’m showing this early is […]
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