Author Archives: Frank Lee

About Frank Lee

Microsoft Dynamics 365 CRM/xRM consultant in San Francisco, USA.  Awarded the Microsoft MVP (Dynamics 365/CRM) 12 consecutive years from 2006 to 2018. Actively involved with Microsoft Dynamics CRM implementations since Microsoft CRM v1.0 beta (2002). Super passionate about everything CRM, especially in the areas of Cloud Computing, A.I., Digital Transformation and Automation.

How to Setup Microsoft Dynamics 365 Online Trial Environment – Free

Posted on July 17, 2022 by Frank Lee

Knowing how to create 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 … Continue reading →

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JavaScript to Copy a MultiSelect Option Set Choices field

Posted on May 1, 2022 by Frank Lee

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 … Continue reading →

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Embed Canvas App on Model-Driven Form Security Role and Sharing Settings

Posted on February 6, 2022 by Frank Lee

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 … Continue reading →

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Microsoft Dynamics 365 Mobile Options – Power Apps Mobile / Dynamics 365 for phones and tablets / Dynamics 365 Sales app

Posted on October 3, 2021 by Frank Lee

Here are the Microsoft Dynamics 365 / CRM Mobile App options available to run on the iPhone/iPad and Android: Dynamics 365 for phones and tablets Dynamics 365 Sales mobile app Power Apps mobile Microsoft Outlook for iOS and Android – … Continue reading →

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How to: Set up a word template in Word 365

Posted on August 2, 2021 by Frank Lee

Originally posted on 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…

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How to: Set Up Dynamics 365 Trial

Posted on July 26, 2021 by Frank Lee

Originally posted on 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.…

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How To: remove a left menu item in Dynamics 365

Posted on July 22, 2021 by Frank Lee

Originally posted on 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…

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Cannot Delete Business Process Flow Due to Component Dependencies

Posted on June 21, 2021 by Frank Lee

Encountered the following error when trying to delete a Microsoft Dynamics 365 Business Process Flow (BPF) Clicking on the Details opens up the Dependent Components Detected windows. BUT it is empty. Download Log File – does not specify the details … Continue reading →

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Classic Solution Explorer Capabilities NOT yet available in Power Apps New Designer

Posted on May 26, 2021 by Frank Lee

Microsoft Power Apps Designer helps create Model Driven apps. However, there are capabilities in the Dynamics 365 Legacy / Classic Solution Explorer that are NOT yet available in the Microsoft Power Apps New Designer. Until then – use the Classic Solution Explorer to … Continue reading →

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