Category: Release Wave
Interact with Dynamics 365 records in Teams Chat(Preview)
I feel like I’ve been repeating myself, since this is yet another article where I talk about additional functionality in the Microsoft Teams and Dynamics 365 integration. As a recap, previously I wrote two articles on the embedded Teams chat in Dynamics 365 which allows users to access Microsoft Teams chat from the Dynamics 365 application (if you haven’t read the articles yet you can do so here and here),Read More
Access Dynamics 365 data in Teams meetings (Preview)
Microsoft is investing more and more in the integration between Microsoft Teams and Dynamics 365 which I believe sets Dynamics 365 even further apart from the competition. I’m sure you are familiar with some of the features we have access to today, like the ability to view Dynamics 365 data from within Microsoft Teams or the ability to access a Teams chat from within Dynamics 365, but there are aRead More
Modern Advanced Find in D365
As most of you are probably aware of by now, as part of 2022 Release Wave 1 Microsoft is replacing the legacy advanced find feature with a brand new upgraded version. This is very big news, since we’ve had the legacy advance find for a long time and it’s never really been upgraded! One of the questions that I heard from the community kept coming up as people heard aboutRead More
2022 Release Wave 1 | Part 3: D365 Customer & Field Service
This is my third article on what’s new in 2022 Release Wave 1. In this article I discussing some of the most important features that are mentioned in the release notes for Dynamics 365 Customer Service and Field Service and what they mean for end-users and administrators. I was able to install the early access features on 1/31 in my sandbox so I could test some of these new featuresRead More
2022 Release Wave 1 | Part 2: D365 Sales
It’s that time of the year again where we all get to feel like kids at Christmas as Microsoft has just published the release notes for 2022 Wave 1. In this article I am going to discuss some of the most important features that are mentioned in the release notes for Dynamics 365 Sales and what they mean for end-users and administrators of the Dynamics 365 Sales application. I installedRead More
2022 Release Wave 1 | Part 1: Generic Updates
It’s that time of the year again where we all get to feel like kids at Christmas as Microsoft has just published the release notes for 2022 Wave 1! In this article I am going to discuss some of the features that are mentioned in the release notes for Power Apps and what they mean for end-users and administrators of Dynamics 365. I installed the early access features on 1/31Read More
Resurfacing the Jump Bar in Dynamics 365
There are a lot of new features and functionality that come with each new release of Dynamics 365, but sometimes Microsoft doesn’t just add new features, sometimes they remove functionality that has been part of the application for a long (or not so long) time. They might feel that folks don’t use any of those things anymore, or they might attempt to ‘clean up’ the application or give users moreRead More
Microsoft Teams embedded chat | Part 2
In late October of 2021 I wrote an article about one of my favorite new features in Dynamics 365. Yes, you guessed it, I am talking about the Microsoft Teams integration with Dynamics 365. In particular, I am referring to the embedded chat within Dynamics 365. This functionality allows users to access Microsoft Teams chats directly from within Dynamics 365 and even allows users to link chats to Dynamics 365Read More
Command Bar designer for model-driven apps(preview)
Most of you who have needed to customize buttons in the command bar in Dynamics 365 found out that this is not something that we can do by using any of the configuration tools that come with Dynamics 365. I’ve been pulling my hair out on many occasions until I found the ribbon workbench created by Scott Durow (one of the nicest people I have ever met!) which is partRead More
Simplified Dataverse search configuration
I am not sure if you heard yet that Relevance Search has been renamed to Dataverse Search? I actually realized it the other day when I tried to turn off Relevance Search for one of my Dynamics 365 environments, when I couldn’t locate the option to turn off Relevance Search. This option had been replaced by the option to turn off Dataverse Search instead and this is when it hitRead More
