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Mon, Jun 17, 2019 11:00 AM - 11:45 AM BST
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Have you recently switched to the New Unified Interface? Did you used to use the down arrow on the right hand corner to go to the next record?
Below is a snapshot of the new format on a contact record and there is no up / down arrow on the right anymore and I have to be honest I took much longer than expected to find it! The new screen format I am beginning to like (as I start to find my lost items) and I think Microsoft have actually greatly improved the ‘down button here’.
To the left of the new button you will be able to see a little arrow. It doesn’t take you to the next record but it does expand for you something that I think is pretty snazzy (and the end users I’ve shown it to tend to agree).
That little green arrow expands into a single column list of the advanced find you was in. You can now jump around between the items without coming out of the record you were in. The only down side here is that it only works when you are in the entity, it doesn’t work from an advanced find which although annoying isn’t the end of the world and I think this UI makes up for that.
With the new Unified Interface you may be finding it harder to locate the settings menu. When you know where to look it’s pretty obvious and makes sense, but the first time it’s a little harder to work out the logic (unless you are used to SharePoint)
From the CRM web client, you can click on the cog and you will see there now new options there. One of which is Advanced Settings. When you click on this you will get the legacy Settings menu that you are used to.
Have you switched to the Unified Interface for CRM? Have you tried to run an on demand workflow but can’t find them on your record?
If the answer to the above is yes then you may have found this post after googling for the answer in which case I hope this helps 😊
Now there is a little clue in how I wrote the blog title. The clue is the FLOW in the word WorkFLOW. Hopefully with the correct security roles you will be able to see Flow in your toolbar and if you click on that you will then see the
on-demand workflows for that entity.
Now you have found where to trigger the workflow you can hopefully offset the head scratching to find it and enjoy the new ‘sleek’ way to click and go. No longer do you have to select the workflow, then realise you have opened it rather than ticked it to get it to run (and then grumble as you do that too often and you know you shouldn’t double click but do it all the same).
Now you literally just click, get a pop up, click again and its run. Simple!
Head of IT and Facilities
T. Bailey Fund Services Limited
original article from www.dox42.com/References/T-Bailey
Microsoft Flow is an extremely useful tool, especially for CRM systems such as Dynamics 365. Automation is a key part of any CRM system so in having the ability to define repeatable, consistent, automated processes in Dynamics 365 really does make a difference to the user, they can focus on outcomes and decision making rather than spending their time repeating manual processes.
There are numerous templates available to get you started. Here are 5 popular templates for Dynamics 365 from the Microsoft Flow website
Dynamics 365 button
Create one or more actions to happen when records in the Dynamics 365 portal are selected.
Create a new contact in Dynamics CRM
Create a new contact in Dynamics CRM with a button tap. Enter the contact's info (name, phone number, email address and additional notes) and it'll be created for you, as a new contact in your Dynamics 365 account.
Receive a weekly email summary of new Dynamics 365 opportunities
Each week receive a digest email of all new opportunities logged in Dynamics 365.
Dynamics 365 for Sales accounts to Dynamics 365 for Operations customers
When a new account is created in Dynamics for Sales a customer will be created in Dynamics 365 for Operations
Create a SharePoint item based on a Dynamics 365 record
Create an item in a SharePoint list when a new record is created in Dynamics 365.
....want to see some more?
You can find a full list of Dynamics 365 templates here
If you would like help building your Dynamics 365 automated processes, please get in touch with our Dynamics team.
Important Information for Microsoft Dynamics GP Users
Microsoft has just released a hotfix which updates Dynamics GP to include this new functionality in both the VAT 100 and VAT Daybook modules. In both cases, when you create a new VAT Return (in the case of the VAT Daybook, when you create an Audit report) you'll be prompted to log into the HMRC site to retrieve your obligations with the submissions made electronically.
This update from Microsoft only applies to Dynamics GP 2016 and 2018. If you're on an older version, you will either need to upgrade to one of the supported versions (Dynamics GP 2016 or 2018) or ISC Software has an extension which adds Making Tax Digital functionality to Microsoft Dynamics GP 2010, 2013 and 2015.
If you haven’t already done so. please contact ISC Software to discuss your upgrade or add-in extension options, time is running out!