Category: Unified Interface
Duplicate Detection for Leads (preview)
I was working in one of my environments when I noticed a new item on the sitemap in the Dynamics 365 Sales Hub app. The sitemap item is called ‘Duplicate Detection(preview)’ which is a little confusing since we already have duplicate detection in Dynamics 365. More reason for me to explain what this feature is. This is not replacing the current duplicate detection settings and rules in the application, andRead 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
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
2021 Release Wave 2 | Part 1: Generic Updates
It’s August can that means the Microsoft Holidays are here because we now have the ability to install the early release features of 2021 Release Wave 2 in a sandbox environment for testing! I call this time of year ‘the Microsoft Holidays’ because I always feel like a little kid that gets to unwrap her presents during the holidays! For the folks who are not familiar with Microsoft’s release cadence,Read More
New Intelligent Relevance Search Experience
In November of 2020 Microsoft announced a new intelligent search experience for model-driven apps. This also means that these new search capabilities will be available for all of the Dynamics 365 model driven apps. So you are probably not surprised when I tell you that once you enable this new experience, it will be enabled for all apps in the environment. You will notice that the search icon will haveRead More
Dynamics 365 – 2020 Release Wave 1 | Updates
I wrote a total of three articles on the 2020 Release wave 1, which can be found on my blog. There were a few things that didn’t work in my environment at the time I wrote the previous articles, which meant that I couldn’t really report on them. Some of these items have been fixed after working with Microsoft support so I wanted to write another article regarding those items.Read More
Custom Help Panes and Guided Tasks for Unified Interface Apps
Do any of you remember learning path that is available in the legacy interface in Dynamics 365? I didn’t really get to work with it, as I found it was a little clunky. For those who don’t know what this is, let me try to explain how it worked; when a user clicked on the help button in the user interface inside of Dynamics 365, a help pane opened upRead More
Dynamics 365 Views: Reflow Behavior & Card Forms
Most of you are probably pretty familiar with entity views, which show a list of entity records on a page. In the past system administrators there weren’t a lot of configuration options for these views. Yes admins were able to add columns, configure sort options, filter data, etc. but there was no control on how this information would be presented to the end user. In the Unified Interface we haveRead More
Dynamics 365: Reference Panel
I had a conversation with one of my colleagues last week after I completed one of my customized Dynamics 365 demonstrations for a prospect. During the demo I showed the account form and something that is called “Reference Panel”. My coworker wasn’t aware of this functionality and called me after the demo to ask me about it. I figured this would be a great topic for my next article! TheRead More
