Category Archives: Unified Interface

How to Add SharePoint Document Files Tab to a Dynamics 365 Custom Table (Entity) Main Form


Microsoft Dynamics 365 Custom Table (Custom Entity) supports Document Management with SharePoint. The Main Form on the Custom Table (Custom Entity) however DOES NOT have the Files tab available by default. The same setup also applies to adding the Files … Continue reading

Posted in Customization, Document Management, Dynamics 365, Power Apps, SharePoint Integration, Unified Interface | Tagged , , , , , , , , , , , , , , , | Leave a comment

Dynamics 365 Unified Interface JavaScript to Set a Date Field to Current Date


From recent working with Dynamics 365 customers transitioning to the new Unified Interface – have a CRM Sales User scenario that needs to set a CRM Contact field to the current date on a new record.  The user can then … Continue reading

Posted in Dynamics 365, JavaScript, Unified Interface | Tagged , , , | Leave a comment

How To Uptake the new Service scheduling in your org


The Dynamics 365 legacy service scheduling is deprecated and will no longer be available on 10/1/2020, use the new Dynamics 365 Service Scheduling available in the Unified Interface.  I had encountered the following issue during the setup of the new … Continue reading

Posted in CRM Online, customer service hub, Dynamics 365, Service Scheduling, Unified Interface | Tagged , , | Leave a comment

How To Disable Unified Interface Only Setting in Dynamics 365


All current version Microsoft Dynamics 365 trials and environments are defaulted to the “Unified Interface Only” setting.  This is a good thing since Microsoft Dynamics 365 Unified Interface is here to stay and the previous “Legacy Web Client” interface is … Continue reading

Posted in Dynamics 365, Legacy Web Client, Power Platform, Unified Interface | Tagged , , , | Leave a comment