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Session Id : wGNW6QtQd7CVtNeCisHmuW

Customer experience | Sales, Customer Insights, CRM

Frank Lee's Microsoft Dynamics 365 / Sales / CRM Blog

Dynamics 365 Community / Blogs / Customer experience | Sales, Customer Insights, CRM / Frank Lee's Microsoft Dynamics 365 / Sales / CRM Blog

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29 Mar 2025
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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
27 Feb 2025
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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
19 Feb 2025
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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
16 Feb 2025
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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
30 Jan 2025
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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
26 Oct 2022
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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
18 Jul 2022
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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
02 May 2022
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JavaScript to Copy a MultiSelect Option Set Choices field

Microsoft Dynamics 365 allows a table column (field) type that supports selection of multiple option values (choices). This is a very good field format type to setup vs creating custom “one to many” or “many to many” tabl...

Frank Lee 4,617