Dynamics 365 Education and Knowledge

In Dynamics 365, each Business Unit can have one or more Teams under it, but has one Default Team that will be automatically created by the system each time a new Business Unit is created, and will have the same name as the Business Unit name. The membership of this team will be systematically managed, where users are automatically added to the team whenever users are added to the business unit and removed from the team whenever users are removed from the business unit. In addition, the default team can be used to simplify the management of the security roles when users have common permissions, where you can associate a security role to the Default Team with a set of permissions that will be given to all users in the business unit. On the other hand, Default Teams cannot be deleted and will have the field Team Type set to Owner ; therefore, they can own records if needed by setting it ...

Previously, we saw the Column options feature that came with the 2021 Microsoft Wave 2 Release that allows the users to add columns to the views on the fly. In this post, we will see an older feature that came with the 2020 Microsoft Wave 1 Release which is the Advanced Filter . As you know, one of the most used functionality in Dynamics 365 is the Advanced Find that gives users the ability to build and execute complex queries and apply actions on the retrieved records. In addition, the filter that existed on the views, was limited to the columns displayed on the view and sometimes not all the columns can be filtered. However, with the introduction of the Advanced Filter feature, the end-users are able to build complex filtering in the entity views whether for system or custom entities similarly to the Advanced Find. But, they will stay in the same ...

Each time, when end-users request the ability to modify the views, we mainly direct them to the Advanced Find or to Create a personal View where they can add or remove columns as per their need. However, with the 2021 Microsoft Wave 2 release, the users will be able to easily change the view in the interface by adding/removing columns on the fly in the opened view using the Column options feature. So, Let's see how this feature works in the below steps Go to your Dynamics 365 environment and open a view (I will work in the Active Account view) Click the Column Options button on top of the view The Edit Columns pane will open in the right side of the view Here, you can remove columns, organize th...

In UCI, a lot of behaviors have been changed comparing to the Classic Web Interface such as the tabs, BPF, and many others. Today, I will be talking about one of these behaviors which is the Recent Records in lookup fields. In a brief summary, the Recent Records feature will suggest the latest records that have been searched for, where the user can select one of them, and, the list of available records of the current view will then be displayed. This is a nice-to-have feature since it might help the users to speed up data entry. However, if the lookup has been filtered to display specific records, the Recent Records will not respect this filter and will keep showing records even is they should not. This scenario can lead to selecting a record by the user that is not allowed to be selected. Therefore, in this situation, it is better to hide the Recent Records t...