Modern advanced find turned on by default as part of Microsoft 2022 release wave 2 plan for Power Apps is rolling out in October, 2022. Here is a nice review of the Modern Advanced Find by Jukka Niiranen. So if your Microsoft Dynamics 365 environment’s legacy Advanced Find is missing and you would like to access it – what are some options? Turn the Legacy Advanced Find Back On Here is how to disable the Modern Advanced Find and turn back on the missing Legacy Advanced Find Power Platform admin center > Environments > Sales Trial > Settings > Features > Advanced find options > ..read more

Knowing how to setup a Microsoft Dynamics 365 Trial environment is imperative for evaluating Dynamics 365 offerings (Sales / Service / Marketing / etc.). Given the numerous new major features released biannually (Release Waves) – last thing we want to do is “dirty” our Dynamics 365 production environments by enabling new features or previews for our evaluation or planning purpose. Dynamics Sandbox environment is another good option for trying out new features – however it may not be as “detached” and “clean” as a fully separated trial environment. I usually start with a Microsoft Dynamics 365 ..read more

Microsoft Dynamics 365 allows a table column (field) type that supports selection of multiple option values (choices). This is a very good field format type to setup vs creating custom “one to many” or “many to many” table for storing multiple values associated with a record. An example would be an Account record with the various types of wine it carries such as Cabernet Sauvignon, Pinot Noir, Merlot, etc. (I’m working in the luxury brand winery CRM these days so this example readily comes to mind…) At present, Multi-Select Choices field are not supported via Business Rules or legacy Workflows ..read more

Per the Microsoft Power Apps Share an embedded canvas app article – need to share the embedded canvas app with Everyone in your organization, a security group and/or specific users. Here is an example screen shot showing sharing the app with Everyone, a Microsoft 365 security group, and a specific user. Note: If sharing with Everyone – then NO need to share with specific users. Ensure the users have appropriate permissions for any Microsoft Dataverse tables (entities) that the embedded canvas app uses – this means checking the usual Dynamics 365 / Power Apps Security Roles and assigning them ..read more

The Power Apps Embed a canvas app on a model-driven form capability can offer some wonderful mash up design options (best of Model Driven and Canvas App together). However – there is a limitation – currently it only works on the Dynamics 365 Web Client as noted in this limitation article. The canvas app custom control is only supported for use with the Web client type. Currently, the Phone and Tablet client types aren’t supported. So what happens if you enabled the Embed Canvas app control on the Phone or Tablet Client? Error – this is what happens when we enabl ..read more

Here are the current list of Microsoft Dynamics 365 Mobile Apps available to run on the iPhone and Android: Dynamics 365 for phones and tablets Dynamics 365 Sales mobile app Power Apps mobile Dynamics 365 for phones and tablets Dynamics 365 Sales mobile Power Apps Mobile Note from Power App Mobile: Customer engagement apps (such as Dynamics 365 Sales and Dynamics 365 Customer Service) don’t run in Power Apps mobile. Instead, you use the Dynamics 365 for phones and tablets apps. However – it should works OK per this Microsoft Documentation. It just launches the Dynamics 365 for phones and t ..read more

Thanks. Good how to write up. Reina's Teenage Dynamics 365 Learnings This process does take multiple steps and it is important not to get them mixed up nor skip a few steps. However, when mastered, creating standardized documents will be much easier using templates! There will be a video tutorial at the bottom of this post. 1: Have/Create a word template For this demo, I will use this Interview Thank You template already prepared prior to this process. Next, you need actual information to put into those areas (name, address, number, etc.) Let’s use some sample contacts for this demo. 1 ..read more

Thanks for the latest Trial Setup steps!!! Reina's Teenage Dynamics 365 Learnings Beginning a trial in Dynamics 365 is useful for learning, demos and testing out operations and applications before committing to the platform! 1. go to https://trials.dynamics.com/ >> click on Try for free. 2. Without inputting an email, click on the blue button: Start your free trial >> Then it’ll let you set up a new trial account . 3. Click on Create a new account 4. Input the email you would like to use for the trial (you can use your personal or work email here) 5. click on Create new ..read more

Nice write up on using the app designer! Reina's Teenage Dynamics 365 Learnings This is to edit the left hand side menu by removing a certain item that isn’t needed within the Dynamics 365 app. For the steps, I will show it through the Sales Hub and will be removing “Quick Campaigns” from the Marketing section. There will be a video tutorial at the bottom of this post. On whatever Dynamics 365 app you’re on, click on the settings icon on the top right and select Advanced Settings 2. Click on the drop down next to “Settings”, select Apps 3. It will bring you to a page that includes a ..read more

Encountered the following error when trying to delete a Microsoft Dynamics 365 Business Process Flow (BPF) Cannot Delete Component. Cannot delete Process because one or more components require it. More information on the dependencies can be found here: Details Clicking on the Details opens up the Dependent Components Detected windows. BUT it is empty. Download Log File – does not specify the details either. System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: System.Web.HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledException' was thrown ..read more