Have you been administering organizations running on the online version of Dynamics CRM / Dynamics 365 Customer Engagement for a while now? If so, you will be familiar with this screen: That is essentially CDU in flesh. CDU of course stands for Customer Driven Update, the process through which Microsoft has allowed online customers to […]
Card Forms and List Views in Unified Interface
Since the beginning of time, meaning early days of MS CRM, we’ve grown accustomed to the fact that record fields in Dynamics 365 Customer Engagement can be presented either via entity forms or entity views. The entity form shows the editable fields of a single record, whereas the entity view gives us a list of […]
Look Out for The End Of Outlook Client
It’s been a while already since Microsoft announced they were deprecating the Outlook Client for Dynamics 365. This announcement applied to the release formerly (and partially still) known as July 2017 Update, which everyone should rather be calling by its version number, i.e. v9.0. Since this version has only very recently become available for existing […]
What’s An “App” in Dynamics 365 Anyway?
Everywhere you look you see apps these days. Or more truthfully, you’ve been seeing them for ages already. Even in this blog I used the term “applification” over 2 years ago already, so it’s fair to say we’ve been living on the planet of apps for a long time by now. As catchy as those […]
Configuring Custom Controls for Views in Dynamics 365 CE V9
The new Unified Interface that launched in v9.0 of Microsoft Dynamics 365 Customer Engagement gave us all the possibility to try out the next generation CRM user experience in new trial orgs or sandboxes. While the CDU process for upgrading existing customer environments to V9 has not yet been made available by Microsoft (which gives […]
Postcards from Microsoft Ignite 2017, part 2
Back to Florida again – at least on a mental level. In part 1 of my Microsoft Ignite conference diary I described the overall setting of Dynamics 365 in the context of the Business Applications story. This time let’s have a look at some of the details on what the XRM platform can do now […]