Allow Outlook filters to be disabled before sync starts
When you set up a user sync Dynamics 365 Appointments, Contacts and Tasks with Outlook using Server Side Sync, the Outlook filters to decide what gets synced don't create for that user until the sync set up is complete. Therefore, if the user is in Dynamics already and has, say, Contacts assigned...
Remove inactive records from the Hierarchy view
When you have multiple records from the same entity linked in a parent/child relationship, e.g. parent and child accounts, and you view them in the hierarchy view, all records in that hierarchy are shown regardless of status. It would be much better it either the inactive records were not shown, ...
Creating users in Dynamics 365 for Powerapps Per App licensed users
When a user is licensed using a Powerapps Per App license. the process seems to be: - Get them into AAD, obviously - Add them to the security group (if using in D365) - Give them a Power Automate Free license Then to actually give them fully licensed access to CRM we have to: - allocate the Po...