Category Archives: Dynamics 365

How to Setup Microsoft Dynamics 365 Online Trial Environment – Free

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

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

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

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

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

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

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

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

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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