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How to Disable Draft with Copilot on Dynamics 365 Emails

Using Copilot to draft Dynamics 365 CRM emails is a very useful thing. However, some teams may not want that feature for some of their Dynamics 365 apps. They would like to disable it. Here is how to turn off … Continue reading → [https://mscrmonl...

Frank Lee 4,617
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PDF not displaying in preview an attachment in the Dynamics 365 timeline

Dynamics 365 Power Apps platform out of the box timeline control is very useful. One of my favorite timeline feature is the preview attachments. This is the same as Notes attachments showing on the timeline widget. You can click on … Continue read...

Frank Lee 4,617
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Dynamics 365 Outlook App Authenticating Error

Dynamics 365 App for Outlook allows for linking tracking Microsoft Outlook emails (Desktop Client / Web Client / iOS Client) to Dynamics 365 records like an account, lead or even a custom entity. Today on my Microsoft Outlook Web Client … Continue...

Frank Lee 4,617
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Vermont Information Processing VIP KARMA CRM

I have been working with the Vermont Information Processing (VIP) KARMA app. VIP KARMA is a sales execution and survey tool. It’s tailored to the needs of the beverage industry. It specifically benefits wine producers. The mobile app supports both...

Frank Lee 4,617
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Dynamics 365 CRM Classic Legacy URLs

Classic legacy settings forms are going away… it is updated to use the new Environment Settings app. There is a setting option to disable for the time being: Power Platform admin center > Select the Environment > Settings > Features … Continue rea...

Frank Lee 4,617
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Power Automate Flow Run Resubmissions are Disabled for Instant Flow

I have been using Power Automate Flow for awhile and often use the Resubmit to trouble-shoot the Flow designs. However this week when I tried to click on the Resubmit button I get this error message: Flow run resubmissions are … Continue reading →...

Frank Lee 4,617
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How to Re-enable Legacy Advanced Find after Modern Advanced Find Turned on by Default

Modern advanced find turned on by default as part of Microsoft 2022 release wave 2 plan for Power Apps is rolling out in October, 2022. Here is a nice review of the Modern Advanced Find by Jukka Niiranen. So if your Microsoft Dynamics 365 e...

Frank Lee 4,617
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How to Setup Microsoft Dynamics 365 Online Trial Environment – Free

Knowing how to setup 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 thin...

Frank Lee 4,617