Two Minute Tuesday

Two Minute Tuesday cover image

ABOUT THE COURSE

Quick Dynamics 365 Tips delivered in short 2 minute videos. Join this course and view the existing episodes. New episodes will be added as they become available.

COURSE INSTRUCTOR

Gus Gonzalez

Gus Gonzalez

7x Microsoft Business Solutions (CRM) MVP, covers subjects rarely discussed openly in the CRM Community.


Course Module Details

Episodes 1-12
  • Episode 1: "Equipment"
    2 Minutes 

    Today we discuss how important having the right Equipment is when it comes to User Experience and User Adoption.

  • Episode 2: "Default Landing"
    2 Minutes 

    Today we show you how to edit your personal options to change your "Default Landing Tab" within Microsoft Dynamics 365.

  • Episode 3: "Duplicate Detection across entities"
    2 Minutes 

    Stop creating duplicate records just because they are not the same record type. This tip shows you how to use Duplicate Detection to prevent the creation of Lead records that match an existing Contact record in Microsoft Dynamics 365/CRM.

  • Episode 4: "Using teams when importing data"
    2 Minutes 

    I love using owner teams in Microsoft Dynamics 365 to import data that is owned by users who are no longer with the company, that way when the data import is completed it is really easy to reassign those records to another active user if needed.

  • Episode 5: "Setting Personal Options for all users in your organization"
    2 Minutes 

    Learn how to leverage the User Settings Utility tool to set personal options for all of the users in your organization.

  • Episode 6: "Using a field to control which records are synchronized"
    2 Minutes 

    Lee Michael, a Microsoft Dynamics 365 Technical Consultant responsible for Data Migrations and Data Integrations on Dynamics 365 Implementations for Elev8 Solutions customers stops by to share a tip on how to give organizations and users an easy way to control which records are synchronized as part of their Data Integration procedures. Check it out!

  • Episode 7: "Synchronizing contacts you follow"
    2 Minutes 

    Learn how to tweak Outlook synchronization filters to synchronize contacts you own and contacts you 'follow'.

  • Episode 8: "Engaging presentation settings before a presentation or a demo"
    2 Minutes 

    Episode 8: "Engaging presentation settings before a presentation or a demo"

  • Episode 9: "Taking crisp phone pictures during Powerpoint presentations"
    2 Minutes 

    When you are attending an amazing presentation, use this trick to get crisp pictures of the slides with your phone.

  • Episode 10: "Adding Dependencies at the Web Resource level"
    2 Minutes 

    CRM MVP Gayan Perera shares a tip for Microsoft Dynamics 365 Version 9 where he shows how you can now add Dependencies at the Web Resource level rather than having to add them manually everywhere you use that web resource.

  • Episode 11: "Keeping your XrmToolBox up to date"
    2 Minutes 

    CRM MVP Jonas Rapp shows how you can maintain your XrmToolBox tools sharp and ready.

  • Episode 12: "Using a CRM-specific Unit Testing Framework"
    2 Minutes 

    CRM MVP Daryl LaBar talks about best practices for developers executing unit testing.

Episodes 13-24
  • Episode 13: "Staying current on Microsoft Dynamics 365 Online"
    2 Minutes 

    Follow this tip to keep your Microsoft Dynamics 365 Online instances up to date.

  • Episode 14: "Check out these SharePoint Breadcrums"
    2 Minutes 

    CRM MVP Gayan Perera shares a tip for Microsoft Dynamics 365 Version 9 where the User Interface has been improved to display breadcrumbs allowing users to identify a records SharePoint location faster.

  • Episode 15: "Avoid plugin level variables"
    2 Minutes 

    CRM MVP Daryl LaBar warns new developers against using plugin level variables for Microsoft Dynamics 365.

  • Episode 16: "Add Organization Insights to your Dynamics 365 Instance"
    2 Minutes 

    Organization Insights are a must have for every Microsoft Dynamics 365 Online customer.

  • Episode 17: "Showing percentage on Pie Charts"
    2 Minutes 

    Ulrik Carlsson (a.k.a. CRMChartGuy) shares a tip on how to easily add percentages to charts in Microsoft Dynamics 365.

  • Episode 18: "Rename unused Security Roles"
    2 Minutes 

    If you only use a subset of the Security Roles in your system, follow this simple tip to get them up to the top of the list.

  • Episode 19: "Fastest way to get started with Power BI"
    2 Minutes 

    Do you want to know what's the easiest way to start working with and learning Power BI?

  • Episode 20: "Embedding Power BI tiles into Dashboards"
    2 Minutes 

    In order to embed Power BI tiles into Microsoft Dynamics 365 dashboards you need to enable this capability within System Settings.

  • Episode 21: "Launching custom app automatically from home.dynamics.com"
    2 Minutes 

    Creating a custom App with the App Designer adds an amazing improvement to the Dynamics 365 users' experience. In this tip, CRM MVP Elaiza Benitez shows how you can launch that custom app automatically from home.dynamics.com.

  • Episode 22: "Hiding 'Azure AD' authentication option from Portals"
    2 Minutes 

    One of the main reasons to enable Microsoft Portal access to your Microsoft Dynamics 365 solution is to allow your customers and partners to log in and interact with the data available in Dynamics 365. In most of those cases, showing "Azure AD" as an authentication option might not make a lot of sense, so it is better to hide it.

  • Episode 23: "Using Shortcuts in Dynamics 365"
    2 Minutes 

    Microsoft Business Solutions MVP Ulrik Carlsson discusses how you can use shortcuts to improve User Experience and speed up navigation of Dynamics 365.

  • Episode 24: "Searching for accounts without contacts with Advanced Find"
    2 Minutes 

    There are tons of situations where you need a list of records that are missing particular information. For example, accounts without contacts, accounts without opportunities, contacts without phone calls, etc. This tip will show you how you can use Advanced Find to get a list of records based on missing child record data.

Episodes 25 - 36
  • Episode 25: Using Rollup fields to find specific records in Dynamics 365
    2 Minutes 

    On this tip, I will show you how to leverage Rollup fields to determine the last date you had an interaction with an Account record. This technique can be used for a huge variety of requirements and I share a few extra ones on the video.

  • Episode 26: New Dynamics 365 View Editor
    2 Minutes 
  • Episode 27: Using Real Time Workflows to manage approvals in Dynamics 365
    2 Minutes 

    On this tip, I'll show you how to use Real Time Workflows in Dynamics 365 to prevent users from closing large opportunities without their manager's approval. This is a common ask during implementations of Dynamics 365.

  • Episode 28: Using wait conditions to send out reminders in Dynamics 365
    2 Minutes 

    On this tip I will show you how to send out a reminder if a user fails to contact a Lead 3 days after it was created.

  • Episode 29: Synchronizing Tweets to Dynamics 365
    2 Minutes 

    On this Episode, Solution Architect Superstar Michelle Eldridge shows us how to leverage Microsoft Flow to synchronize tweets into Dynamics 365.

  • Episode 30: Easiest way to move Dynamics 365 Portal Configuration data
    2 Minutes 

    CRM MVP Nick Doelman shows us how easy it is to move Microsoft Portal data with the XrmToolBox.

  • SPECIAL EDITION: Access DLP for FREE
    2 Minutes 

    Recently Microsoft decreased the price on the Dynamics Training Pack from $1,000 per year to $0, and a document was released explaining the steps that you need to follow in order to get the Dynamics Training Pack and access Dynamics Learning Portal for FREE.

  • Episode 31: Don't focus on the web client only
    2 Minutes 

    There are plenty of ways for users to consume Dynamics 365 functionality and data. Web client, Outlook clients, Mobile clients, Power Apps, Portals, USD, Power BI, etc.

  • Episode 32: QuickNav in Unified Interface and closest Azure Region
    2 Minutes 

    On this episode, CRM MVP David Yack shares two tips for Dynamics 365. First, he shows us how to quickly navigate within all of the related records on a data set through the Unified Interface, and later, he shows us a tool that can help us identify the closest Azure Region to our Dynamics 365 Online Instance. This information is highly valuable in situations where we are leveraging integrations with sources hosted on Azure.

  • Episode 33: Don't boil the ocean
    2 Minutes 
  • Episode 34: Dynamics 365 Saturday and other events
    2 Minutes 

    We are still in South Africa and I connected with MVPs Raz and Neil to discuss Dynamics 365 Saturdays and the benefits of attending events. Whether you are a Dynamics 365 partner or a customer, having the opportunity to interact with other experts and other people who have gone through the same challenges you are going through is the best way to learn!

  • Episode 35: Speed and Performance
    2 Minutes 

    I'm always baffled by people who are determined to implement solutions that slow down their Dynamics 365 environment on purpose. One good example is the use - or shall I say, abuse - of Real Time Workflows. Also, CRM MVP Neil Parkhurst stops by to drop a performance related tip regarding Unified Service Desk.

  • Two-Minute Tuesday - Episode 36: Analyze your Dynamics 365 Online Storage
    2 Minutes 

    On this tip I will show you how to use the Storage Analyzer by UDS Systems to track storage by entity in Microsoft Dynamics 365 Online.

Episodes 37 - 49

This requirements comes up in projects once in a while. Let me show you how you can create a view that only displays accounts owned by users within your business unit.

  • Episode 37: See accounts within MY Business Unit
    2 Minutes 
  • Episode 38: Dynamics 365 Screen Capture in 3 clicks or less
    2 Minutes 
  • Episode 39: Don't create Apps from scratch
    2 Minutes 

    The App Designer is becoming one of my favorite tools within Microsoft Dynamics 365. I've been creating tools in all my implementations for a while now.

  • Episode 40: Recover DELETED data in Dynamics 365 Online
    2 Minutes 

    Once you delete data in Microsoft Dynamics 365 Online, it's gone forever...or is it? Check out one of my favorite free tools for Dynamics 365 called Snapshot. This tool allows you to recover data you deleted from Dynamics 365 Online.

  • Episode 41: Turn off that Tracking Token
    2 Minutes 

    Let me show you how you can track email conversations in Microsoft Dynamics 365 without having to display a tracking token on the subject of the email.

  • Episode 42: Changing Phone Call creation behavior
    2 Minutes 

    I love the fact that entering phone calls and other activities in the Social Pane is simple and quick, but I really dislike the fact that the phone calls are automatically marked as Completed making them Read Only and hard to edit after the save. This tip shows you how to modify this default behavior and leave the Phone Calls Active after the save.

  • Episode 43: Export 1 Million records to Excel
    2 Minutes 

    Microsoft Dynamics 365 limits the number of records you can export to Microsoft Excel to 100,000 records. Let me show you how you can increase that limit to 1 million.

  • Episode 44: Stay away from Client-Vendor Relationships
    2 Minutes 
  • Episode 45: Use Themes!
    2 Minutes 

    For years Dynamics 365 customers begged for the opportunity to modify the looks of Dynamics 365 Online. Microsoft Dynamics 365 themes can be used to achieve this outcome.

  • Episode 46: Don't oversee the catering
    2 Minutes 

    As a CRM Administrator, you may feel like you need to do everything, and you need to be responsible for every decision and change that happens in your environment. I suggest that you think about tasks and responsibilities that you can offload to someone else within your organization. You can still be responsible for the success and smooth operation of your solution, but you don't need to do everything.

  • Episode 47: Modify your Sitemap easily with the Sitemap Editor
    2 Minutes 

    Everyone knows how to edit the sitemap on a custom app, but did you know you can access the Sitemap Editor to edit the sitemap of the default custom app?

  • Episode 48: PROGRESS before PERFECTION
    2 Minutes 

    Looking at La Sagrada Familia in Barcelona reminded me of a tip I wanted to share with you all.

  • Episode 49: Sorting views by more than 2 columns
    2 Minutes 

    CRM MVP Sarah Jelinek stops by to share an amazing tip for Dynamics 365 users.

Episodes 50 - 60
  • Episode 50: You are selling it WRONG
    2 Minutes 

    When it comes to selling Dynamics 365 internally or to a prospect, most people focus on selling the WRONG thing.

  • Behind the Scenes - MVP Work
    2 Minutes 

    CRM MVPs love attending conferences and speaking in public but most of the work we do happens "behind the scenes". Whether that "work" is noticed by a small group of people that were helped directly by the MVPs or in most cases the work that is done happens behind an "NDA curtain", making these contributions invisible to the public community.

  • Episode 51: Don't rush to adopt new features
    2 Minutes 

    Every announcement and new feature released by Microsoft carries a reaction, but you don't need to rush.

  • Episode 52: Generating auto numbers and random numbers
    2 Minutes 

    Learning how to take advantage of these new features with CRM MVP Jonas Rapp!

  • The ABSOLUTE BEST Podcast Travel Gear and Setup
    2 Minutes 

    This is the kit I travel with when I know I'll be recording podcast episodes. It has 5 dedicated microphones, 5 dedicated headphones, 5 tripods, and all the equipment needed to record the BEST possible audio.

  • Episode 53: Clearing your Portal's Cache
    2 Minutes 

    CRM MVP Colin Vermander shows us how we can quickly clear our Microsoft Portal's cache.

  • Episode 54: Turn ON Change Tracking!
    2 Minutes 

    CRM MVP Nick Doelman discusses why is it important to enable Change Tracking when we create custom entities in Dynamics 365 especially when it comes to portals.

  • Episode 55: Finding the right resources for your Portal Implementation
    2 Minutes 

    Portal superstar Nicholas Hayduk stops by to share his opinion on which type of resources are the best when it comes to a Portal Implementation.

  • DYNAMICS 365 NEWS FIX - January 2019
    2 Minutes 

    This month was filled with news about the April release, new training content and exams, plus a few free services that are going away.

  • Episode 56: Engaging presentation settings on a Desktop computer
    2 Minutes 

    Some of you pointed out the fact that Presentation Settings was a feature that only appeared on Laptops and other mobile PCs by default so I decided to share the steps you need to go through in order to enable Presentation Settings on your desktop computer.

  • Episode 57: Use the SolutionPackager tool!
    2 Minutes 

    CRM MVP Colin Vermander stops by to discuss the amazing value behind the SolutionPackager tool.

  • Episode 59: Use DATE as Version Number
    2 Minutes 

    Most people set version numbers that don't really provide any information regarding the age of the solution. I've been using dates for a long time to provide more clarity when working with solutions and that's the tip for today.

  • Episode 58: Use Configuration Page when creating solutions
    2 Minutes 

    CRM MVP Nick Doelman explains why using a Configuration Page on custom solutions enhances the solution experience and provides extra clarity.

  • Episode 60: Update your Portal EARLY
    2 Minutes 

    CRM MVP Colin Vermander is back showing us how we can Opt In for an early update on our testing and development portals to ensure that new updates are tested before they hit our Production Portal.

Episodes 61 - 72
  • Episode 61: Using a checkbox to mark emails to be deleted
    2 Minutes 

    Nicholas Hayduk shares a tip regarding the bulk deletion of emails based on time and a "deletion checkbox".

  • Episode 62: Use Web Templates to manage Portal Code
    2 Minutes 

    CRM MVP Nick Doelman shares a tip regarding a better way to manage all of the code used on your Microsoft Portals.

  • Episode 64: Kill access for all users with one click!
    2 Minutes 

    You are probably using your sandbox instances for Development work, User Acceptance Testing, or Training, and you want to make sure that users don't have access to these instances when they are "not ready to be accessed". This is how we do it!

  • Episode 63: Use Azure AD B2C for Portal Authentication
    2 Minutes 

    CRM MVP Colin Vermander discusses how using Azure Active Directory B2C extends the authentication capabilities for Microsoft Portals.

  • Episode 65: Using Security Groups to control access to D365
    2 Minutes 

    This is a quick and easy way to control which users will have access to a specific instance of Dynamics 365.

  • Episode 66: Use Microsoft Flow variables!
    2 Minutes 

    Microsoft MVP Jonas Rapp shares a pro tip regarding the use of variables in Microsoft Flow. This tip is all about being proactive and saving time and headaches in the future.

  • Episode 67: Turning the Flow button OFF for everyone!
    2 Minutes 

    I know that many of you are starting to work with Microsoft Flow, and perhaps you currently have many users asking "What's this 'Flow button' up here in the toolbar?", well, let me show you how you can hide the button until you are ready to Go Live with some Flows.

  • Episode 68: Turning off Flow for some users
    2 Minutes 

    Last week we discussed how to turn the Flow button off for all the users in the Instance. But what if you only want to turn the button off for some users and not others? Let me show you how to do that.

  • Episode 70: LIGHT SPEED NAVIGATION
    2 Minutes 

    This tip is exclusively for those on the Unified Interface. This is the absolute fastest way to navigate from record to record!

  • Episode 71: BULK EDIT like an MVP
    2 Minutes 

    It's time you take Bulk Edit to the next level!

  • Episode 72: Cloning view layouts
    2 Minutes 

    If you are going to spend a ton of time coming up with the perfect view in Dynamics 365, make sure that you are at least not spending time recreating that look or layout on all your views one by one. Let me show you how you can replicate the layout of one view into all your views with a couple of clicks!

Episodes 73 - 85
  • Episode 73: Checking what an user can do
    2 Minutes 

    As an administrator you are constantly being bombarded by users asking why are they unable to see or do different things in Dynamics 365. This tool will help you understand and troubleshoot user access.

  • Episode 74: Easy way to RENAME EVERYTHING
    2 Minutes 

    This happens ALL THE TIME...you need to rename an entity, but that entity has dozens/hundreds of assets, so it takes you hours to rename it completely. Well, there is an easier way!

  • Episode 75: Checking for duplicates ASAP
    2 Minutes 

    One popular mistake people make when leveraging Quick Create forms in Dynamics 365 is failing to check for duplicates early. Do it this way instead.

  • Episode 76: Pin Business Process Flow to the right!
    2 Minutes 

    Pinning a BPF to the right will enhance the user experience in Dynamics 365, and it's super simple to do.

  • Episode 77: Synchronizing contacts you follow
    2 Minutes 

    In today's tip we look at an easy way to allow users to synchronize (or download) contacts they don't own into Outlook. This is a great way to: a. Prevent duplicates b. Teach them to "look before creating"

  • Episode 78: Use OUTLOOK CATEGORY to track emails!
    2 Minutes 

    Server-side synchronization now allows tracking of emails, appointments and tasks in Outlook with a special category Tracked to Dynamics 365. Assigning this category to an email, appointment or a task in Outlook syncs the item to Dynamics 365 for Customer Engagement. Similarly, removing the category from a tracked email, appointment or task untracks it from Dynamics 365 for Customer Engagement. Let me show you how to enable it! OrgDBSettings Editor: https://github.com/seanmcne/OrgDbOrgSettings/releases More info on this functionality: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/use-outlook-category-track-appointments-emails More tips from this tool: - Changing Phone Call behavior: https://www.youtube.com/watch?v=MXjoFAFRFWQ - Export 1 million records to Excel: https://www.youtube.com/watch?v=vwa1DXAaQvk

  • Episode 79: Simplifying Navigation to the EXTREME
    2 Minutes 

    The Dynamics 365 App Designer is awesome, and it's under utilized in a lot of cases. Here's an easy tip regarding how you can simplify navigation to the extreme.

  • Episode 80: Small Audience Problems
    2 Minutes 

    This one is for those of you who share your knowledge and wisdom with the community and perhaps struggle to see the impact you are having in our industry. DO NOT GET DISCOURAGED by "small numbers". Keep getting engaged, keep sharing, keep getting after it.

  • Episode 83: Always start with a Check Condition!
    2 Minutes 

    When you create workflows, always start with a check condition!

  • Episode 82: Requiring fields 24 hours after record creation
    2 Minutes 

    This is a codeless solution that allows you to make fields required some time after a record has been created.

  • Episode 84: Inserting a Check Condition after workflow creation
    2 Minutes 

    Don't recreate your workflows from scratch if you need to insert a Check Condition!

  • Episode 81: Using multiple forms on mobile devices
    2 Minutes 

    The Mobile clients/apps support multiple forms, you just don't get a form selector! Not a problem though, there's still a way to take advantage of this functionality to improve user experience in your organization.

  • Episode 85: Always use Parent+Child workflows!
    2 Minutes 

    Showing you why it makes sense to always use Parent+Child workflows in Dynamics 365.

Episodes 86 - 98
  • Episode 86: Finding Inspiration
    2 Minutes 

    This tip is connected to tip number 80 (Small Audience Problems) and it's geared towards aspiring MVPs and Community Champions. I've heard many of you who struggle to find things to share and talk about. You are trying to find your voice on an industry full of very loud voices, so it seems that there is nothing else out there for you to do. If you struggle to find what to talk about and what to share with the community, this tip is for you.

  • Episode 87: Use PowerApps solutions instead
    2 Minutes 

    Microsoft MVP Alumni Rami Mounla explains why you should use PowerApps Solutions instead of Dynamics 365 Solutions. Follow Rami: https://twitter.com/ramimounla

  • Episode 88: Watch what you audit!
    2 Minutes 

    What's the first thing that comes to mind when you think of beautiful weather, cows, and New Zealand? That's right, Audit logs! More specifically, removing irrelevant fields from being audited.

  • Episode 89: Say hello to Azure DevOps
    2 Minutes 

    Microsoft MVP Alumni Rami Mounla talks about Dynamics 365 and PowerApp tools for Azure DevOps. More info: https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/build-tools-overview Follow Rami: https://twitter.com/ramimounla

  • Episode 90: Use a dedicated Form for your Portal
    2 Minutes 

    Microsoft MVP Andre Margono shares a MUST DO tip when it comes to working with Microsoft Dynamics 365 Portals. Follow Andre: https://twitter.com/andz_88

  • Episode 91: Display all fields when Merging
    2 Minutes 

    Microsoft MVP Leon Tribe tells us how you can show all the fields on a record on the merging dialog. If you've ever tried to merge two records in Dynamics 365 and you noticed some fields missing on the merge dialog, this tip is for you!

  • Episode 92: SCORE EVERYTHING
    2 Minutes 

    I was on a family vacation on a cruise and it made me think of something very important that most organizations miss about their data in Dynamics 365. You need to find ways to score your data. "Bubble" your most important records to the top and focus on them. Invest the time and effort on enabling your sales and customer service users to work on the records that represent your best chance of driving business. Also, sorry about my face not being in focus, the picture frame on the wall behind me looks perfect throughout the whole video though. :| Fact Based Consulting: http://crmmvppodcast.com/episode-62-fact-based-consulting

  • Episode 93: ENABLE RELEVANCE SEARCH
    2 Minutes 

    Such an amazing feature of Dynamics 365 Online and most people simply don't take advantage of. You need to enable this TODAY! More on Relevance Search: https://docs.microsoft.com/en-us/power-platform/admin/configure-relevance-search-organization

  • Episode 94: ENABLE RICH TEXT EXPERIENCE IN APPOINTMENTS!
    2 Minutes 

    This is a brand new feature introduced in the October 2019 Release for Microsoft Dynamics 365, and you can enable it in seconds! The Announcement: https://docs.microsoft.com/en-us/power-platform/admin/enable-rich-text-experience The Solution: https://github.com/seanmcne/OrgDbOrgSettings/releases/tag/v1.0.1910.2201

  • Episode 95: UNLOCK HIDDEN PREVIEW FEATURES
    2 Minutes 

    This tip is SUPER SIMPLE...I'll show you how to unlock hidden preview features in the Power Apps Maker Portal.

  • Episode 96: USE THE SAVE & PUBLISH BUTTON
    2 Minutes 

    There is a Save & Publish button on the Form Editor...if you can't see it then you are probably using the wrong editor...let me show you what I mean, and stay tuned after the tip for extra best practices around these editors.

  • Episode 97: OVERRIDE DEFAULT OWNER
    2 Minutes 

    This requirement pops up once in a while in projects so I thought I would share. Sometimes you don't want the default owner to be the user who creates a record. Let me show you what I mean.

  • Episode 98: Auto-Name Generator
    2 Minutes 

    This is a VERY COMMON requirement in Dynamics 365 and I wanted to share how easy it is to solve with a simple real-time workflow.

Episodes 99 - 113
  • Dynamics 365 2MT Episode 118: REMOVING ACCESS TO DYNAMICS 365 - CUSTOM APP
    2 Minutes 

    The "Dynamics 365 - custom" can appear by default for all or some users in your organization and you probably don't want that to be the case. Let me show you how to hide it IN LESS THAN 2 MINUTES!

  • Dynamics 365 2MT Episode 104: Selecting the right Business Rule Scope
    2 Minutes 

    There are 3 options when it comes to scope selection at the Business Rule level. This tip details what to use on each situation, and why the "Entity" scope is so powerful.

  • Dynamics 365 2MT Episode 109: SWITCHING LOOKUP ENTITIES EASILY
    2 Minutes 

    There's no secret that both Microsoft MVP Daryl LaBar and his Attribute Manager are AWESOME, and I submit yet another reason to support this FACT. Follow Daryl: https://twitter.com/ddlabar

  • Dynamics 365 2MT Episode 110: CAPTURING A SIGNATURE IN DYNAMICS 365/MODEL DRIVEN APPS
    2 Minutes 

    The Pen Control inside Model-Driven apps and Microsoft Dynamics 365 is an awesome qay to quickly capture a signature. Check it out!

  • Dynamics 365 2MT Episode 101: DISTRIBUTE FLOW TO CHILD RECORDS
    2 Minutes 

    Distributing processes to child records is a requirement that arises constantly when working with Model-driven applications and Dynamics 365. Let me show you how easy this can be accomplished with a simple Flow in Power Automate.

  • Dynamics 365 2MT Episode 106: BECOME A DYNAMICS 365 INSIDER
    2 Minutes 

    The best way to stay on top of the latest and greatest features that are coming to Dynamics 365 and the Power Platform is to become a Dynamics 365 Insider. Let me show you how you can apply to join this elite group of professionals around the world. Links: Microsoft Dynamics Insider Program Site: https://experience.dynamics.com/insider/ Microsoft Dynamics Insider Program Agreement: https://docs.microsoft.com/en-us/dynamics365/legal/dynamics-insider-agreement CRM MVP Podcast - Episode 69: http://crmmvppodcast.com/episode-69-new-years-resolutionsfor-you

  • Dynamics 365 2MT Episode 108: ADDING A COUNTDOWN TO A FORM
    2 Minutes 

    Many of you have seen this button but have no idea how to use it. Here's how it works. P.S. Fast Forward to 5:44 if you rather skip the introduction and pre-work

  • Dynamics 365 2MT Episode 114: USING "APP ON START" IN CANVAS APP
    2 Minutes 

    Microsoft MVP Daniel Christian shares a tip that will save you the need to exit out of a Canvas App just to take advatnage of a variable. Check it out! Subscribe to Daniel's channel: https://www.youtube.com/user/gandolfthegr8

  • Dynamics 365 2MT Episode 116: Qualifying a Lead WITHOUT creating an Opportunity
    2 Minutes 

    We used to have a way to choose which records were created upon qualifying a list, Microsoft removed that choice in Dynamics CRM 2013...but now it's BACK! We are now able to qualify a Lead WITHOUT creating an Opportunity. Check it out!

  • Dynamics 365 2MT Episode 117: ADD A BUSINESS CARD SCANNER TO DYNAMICS 365
    2 Minutes 

    Super easy to do, 100% FREE, and it works great!

  • Dynamics 365 2MT Episode 107: RELATED RECORD ACCESS WITH CALCULATED FIELDS
    2 Minutes 

    This video shows how easy it is to leverage data from related records inside a Calculated Field. Sorry about the mic volume...something went off on the levels and the sound was peaking a lot throughout the video.

  • Dynamics 365 2MT Episode 102: Executing Workflows on Child Records
    2 Minutes 

    Last week we talked about how easy it is to execute Flows on child records, but this proves to be impossible out of the box with Workflow in Dynamics 365. Well, just because you can't do it out of the box doesn't mean it's hard to accomplish. It's actually SUPER SIMPLE, let me show you. Download the Ultimate Workflow Toolkit here: https://github.com/AndrewButenko/UltimateWorkflowToolkit/releases

  • Dynamics 365 2MT Episode 111: COPY AND PASTE POWER QUERIES INTO DATAFLOWS
    2 Minutes 

    Adam and Patrick from Guy in a Cube share an amazing way to Copy and Paste Power Queries from Power BI Desktop into dataflows. Check it out. Subscribe to Guy in a Cube here: https://www.youtube.com/channel/UCFp1vaKzpfvoGai0vE5VJ0w

  • Dynamics 365 2MT Episode 115: CUSTOMIZE THE CLOSE OPPORTUNITY FORM
    2 Minutes 

    FINALLY! We are now able to customize the Close Opportunity Form!

  • Dynamics 365 2MT Episode 121: USE DATES INSTEAD OF CHECKBOXES FOR CHECKLISTS IN DYNAMICS 365
    2 Minutes 

    Here's why you need to use Date fields in most cases you think you need a checkbox in Dynamics 365.

  • Dynamics 365 2MT Episode 123: RENAMING THE ROOT BUSINESS UNIT
    2 Minutes 

    When it comes to renaming the Root Business Unit, a required fields gets in the way, let me show you how you can rename this Business Unit without making any customization changes.

  • Dynamics 365 2MT Episode 124: NEW FILE FIELD TYPE IN DYNAMICS 365 AND CDS
    2 Minutes 

    Here's how you can use the new FILE field type in CDS!

  • Dynamics 365 2MT Episode 126: MODIFYING TIMEOUT SETTINGS IN DYNAMICS 365
    2 Minutes 

    By default, every 24 hours we are required to log back into Dynamics 365, but this behavior can be changed in a couple of ways! Let me show you.

  • Dynamics 365 2MT Episode 128: MODIFY SHOWN FIELDS IN LOOKUPS
    2 Minutes 

    I get this request weekly it seems. Here's how you can select which fields are shown (or not) when you expand a lookup!

  • Dynamics 365 2MT Episode 12: CONFIGURING CASCADING LOOKUPS
    2 Minutes 

    This is a CLASSIC tip that a lot of people don't know about! Here's how you configure cascading lookups in Dynamics 365 and Model Driven Apps.

  • Dynamics 365 2MT Episode 105: Need to run a Business Rule in some forms and not in others?
    2 Minutes 

    The scope options on a Business Rule allows us to run the Business Rule at the entity level, on ALL forms, or a Single form; but what if you want to run a Business Rule in 3 out of 5 forms within an entity? How do you do that? Let me show you.

  • Dynamics 365 2MT Episode 134: POPULATING PREVIOUS RECORDS WITH AUTONUMBER VALUES
    2 Minutes 

    This is the second most popular questions I get about Tip #99 which featured autonumber fields. I learned this solution from Microsoft MVP Jonas Rapp, you can read his blog here: https://jonasr.app/2020/03/anm-unique-seq/

  • Dynamics 365 2MT Episode 136: EMBEDDING A "BUTTON" INSIDE A D365 FORM WITHOUT CODE
    2 Minutes 

    I came up with this "trick" a while ago and have used it several times in projects. It works great for the users, it performs flawlessly, it requires ZERO CODE (which means it's upgrade-proof), and the users love how simple it is. If you like this tip, please hit the like button. If you enjoy learning about Dynamics 365 and the Power Platform, hit that Subscribe button.

  • Dynamics 365 2MT Episode 142: TURNING AZURE AD GROUP TEAM OFF IN DYNAMICS 365 AND POWER APPS
    2 Minutes 

    Out of the box when you add a user to Dynamics 365, there is automation that takes place between Dynamics 365 and Active Directory that aims to simplify administration but could cause performance issues. Let's talk about what this functionality does and how you can turn it off if needed.

  • Dynamics 365 2MT Episode 150: GETTING A DETAILED DATABASE CAPACITY USE BY TABLE REPORT
    2 Minutes 

    It is very important to have the ability to understand how your storage is being used. Here's the best way to make that happen.

  • Dynamics 365 2MT Episode 138: SYNCHRONIZE ASSIGNED TASKS FROM OUTLOOK TO DYNAMICS 365
    2 Minutes 

    Out of the box, any tasks that you assign to another user in Microsoft Outlook will not synchronize to Dynamics 365. Let me show you how to change that.

  • Dynamics 365 2MT Episode 140: SYNCHRONIZE APPOINTMENT ATTACHMENTS BETWEEN OUTLOOK AND DYNAMICS 365
    2 Minutes 

    This is another setting that is not enabled out of the box. You can track appointments all day long but the attachments on those appointments will not be tracked in Dynamics 365. Let me show you how to change that.

  • Dynamics 365 2MT Episode 137: ENABLE RICH TEXT EDITOR ON ANY MULTILINE TEXT FIELD!
    2 Minutes 

    This is an awesome and easy way to take your "Multiple Lines of Text" fields to a whole new level! Step by step instructions: https://lisacrosbie.com/rich-text-fields-in-dynamics-365-and-model-driven-power-apps/

  • Dynamics 365 2MT Episode 138: CONVERT A REGULAR VIEW INTO A CALENDAR IN DYNAMICS 365/POWER APPS
    2 Minutes 

    This is a request I get VERY OFTEN during implementations and I wanted to show you how I do it. This is how you can convert any view into a Calendar view in Dynamics 365 and Power Apps.

  • Dynamics 365 2MT Episode 103: Save a ton of time when creating Business Rules with Copy & Paste
    2 Minutes 

    This is one of the least utilized pieces of functionality inside the Business Rules creator. I think it's awesome and can save you tons of time when creating Business Rules.

  • Dynamics 365 2MT Episode 112: DATA MODELING IS VERY IMPORTANT
    2 Minutes 

    Adam and Patrick from Guy in a Cube discuss how critical it is to spend time working on your Data Model. Subscribe to Guy in a Cube here: https://www.youtube.com/channel/UCFp1vaKzpfvoGai0vE5VJ0w

  • Dynamics 365 2MT Episode 113: TOP 3 TIPS FOR POWER BI QUERY EDITOR
    2 Minutes 

    Microsoft MVP Belinda Allen shares her Top 3 tips when working with the Power BI Query Editor. Follow Belinda on Twitter: https://twitter.com/MsBelindaAllen

  • 3 RULES for Solution Architects and Functional Consultants
    2 Minutes 

    Here are 3 important rules for Solution Architects and Functional Consultants!

  • Dynamics 365 2MT Episode 122: ALWAYS SELECT USER OR TEAM OWNERSHIP IN CUSTOM ENTITIES
    2 Minutes 

    When creating custom entities in Dynamics 365 or CDS, always select the "User or Team" ownership type. Here's why.

  • ASK THE EXPERTS!
    2 Minutes 

    Let's talk about Power Platform!

  • Dynamics 365 2MT Episode 119: MANAGING ACCESS TO MODEL-DRIVEN APPS
    2 Minutes 

    Here's how you can manage the users who should have access to a model-driven application.

  • Dynamics 365 2MT Episode 120: ADDING/REMOVING ENTITIES FROM APP FOR OUTLOOK QUICK CREATE
    2 Minutes 

    Check out how simple it is to customize the Dynamics 365 App for Outlook's Quick Create Menu!

  • CRM MVP LIVE (May 1, 2020)
    2 Minutes 

    Answering questions and discussing talking all things Dynamics 365 and Power Platform LIVE

  • Dynamics 365 2MT Episode 127: CREATING FREE DYNAMICS 365 USERS
    2 Minutes 

    A lot of people don't know you can create up to SEVEN Dynamics 365 User Accounts for FREE!...these are non-interactive user accounts, and they will safe your company a ton of money since they can be used for Data Integrations and any other scenario that requires the use of a user account for programmatic access to and from model-driven apps in Dynamics 365 between applications. More info here: https://docs.microsoft.com/en-us/power-platform/admin/create-users-assign-online-security-roles#create-a-non-interactive-user-account

  • Dynamics 365 2MT Episode 130: CAN'T FIND WHAT YOU ARE LOOKING FOR?
    2 Minutes 

    The Quick Find View controls the fields that are used for searching, the filtering applied to the results, and even how the results are shown to users. Here's how you manage it.

  • Dynamics 365 2MT Episode 131: DISPLAYING ICONS ON VIEWS!
    2 Minutes 

    Microsoft MVP Seth Bacon shows how icons can be added to views to improve clarity and user experience. More info: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/display-custom-icons-instead?fbclid=IwAR2JrAxfxpn_bEV-vx_OUZ_xd1okVSDTxLNrqKFaRy27sbJxqoshWG3Uqq8

  • Dynamics 365 2MT Episode 132: COLLABORATIVE APP DEV WITH CANVAS APPS COMPONENTS
    2 Minutes 

    Microsoft MVP Daryl LaBar is back hosting another Two Minute Tuesday! This week Daryl discusses how Canvas App Components can be used to improve collaborate app development. Link: https://docs.microsoft.com/en-us/power-platform/admin/enable-use-comprehensive-auditing

  • Dynamics 365 2MT Episode 133: CONVERTING REGULAR TEXT FIELD TO AUTONUMBER
    2 Minutes 

    This is one of the questions I get the most about Autonumber fields...On Episode 99 we went over the steps to create a new autonumber field, today I show you how to convert an existing field into an autonumber field.

  • Dynamics 365 2MT Episode 135: POWER TEXT - FREE EXTENSION FOR GOOGLE CHROME
    2 Minutes 

    This is a demo of Power Text, a free Google Chrome Extension that simplifies data entry for all users in Microsoft Dynamics 365. The extension allows you to create shortcuts, and when you enter those shortcuts inside of Dynamics 365 the extension will replace the shortcut with the data that relates to that shortcut...it's awesome, and it's free. Link to the FREE Google Chrome Extension: https://chrome.google.com/webstore/detail/power-text-for-google-chr/abbedfhgcpfnmhonjhdlmndigalhandb

  • Dynamics 365 2MT Episode 144: DETERMINE WHICH FIELDS YOUR USERS ARE ACTUALLY USING
    2 Minutes 

    This is how you can easily tell which fields are being used in Dynamics 365 and Power Apps!

  • Dynamics 365 2MT Episode 145: REMOVING USERS FROM UNWANTED SHARED PERSONAL VIEWS
    2 Minutes 

    When a user shares a view with you, they own that view and what happens to it...you can't really "remove yourself" from the personal view, and you are stuck for life...or are you?

  • Dynamics 365 2MT Episode 146: DISPLAY SHAREPOINT DOCUMENTS INSIDE ANY GRID!
    2 Minutes 

    Newly awarded Microsoft MVP Dani Kahil shows how to add a grid to any form to display SharePoint documents!

  • Dynamics 365 2MT Episode 148: ACCESS DETAILED SOLUTION HISTORY IN DYNAMICS 365 & THE POWER PLATFORM
    2 Minutes 

    This is a simple tip that can give you amazing clarity when it comes to working with solutions and customizations.

  • Dynamics 365 2MT Episode 149: FASTEST WAY TO CREATE RECORDS IN DYNAMICS 365 AND CDS
    2 Minutes 

    If a user is already working on a record in Dynamics 365, why require he/she navigates away from the record being working on in order to create another record he/she needs? There's a better way.

  • Dynamics 365 2MT Episode 152: CREATING EXACT REPLICAS OF POWER PLATFORM ENVIRONMENTS
    2 Minutes 

    Let's talk about how and when you should create replicas or your Power Platform environments.

  • Episode 99: CREATING AUTONUMBER FIELDS
    2 Minutes 

    It's so easy to create auto-number fields these days in Dynamics 365, all you have to do is use the Power Apps Maker portal, you don't need to buy a solution just to create auto-number fields, let me show you!

  • Episode 100: PUSHED TO THE UNIFIED INTERFACE
    2 Minutes 

    THIS IS NOT A DRILL!!! Your organization might be getting upgraded to the Unified Interface VERY SOON and there's a chance you didn't know about it! This video will show you how to find out when you are getting upgraded, and what can you do if you don't have enough time to make the transition. Jared's article: https://www.magnetismsolutions.com/blog/jaredjohnson/2019/12/04/scheduling-dynamics-365-unified-interface-upgrade-in-the-transition-portal

  • So you know Dynamics 365? - Round 2: Yomi First Name
    2 Minutes 

    During the eXtreme 365/UG Summit 2019 in Orlando, FL I decided to ask the MVPs to explain what's the purpose of the out of the box Yomi First Name? Check out Episode 1 here: https://www.youtube.com/watch?v=0u531xgSakc

  • How do you become a Solution Architect?
    2 Minutes 

    Today we discussed what it takes to become a Solution Architect. We will walk through the steps from the perspective of a Non-Technical person trying to start a career as a Microsoft Dynamics 365 Solution Architect. Guest: Seth Bacon: https://twitter.com/SethTBacon Subscribe to the Bacon Bytes: https://www.youtube.com/channel/UCj1jB2FyCWe7e5fNTqhnbKQ Microsoft Learn: https://docs.microsoft.com/en-us/learn/

  • Should we become an ISV?
    2 Minutes 

    Grab a beverage and join me and 7x Microsoft MVP Gayan Perera to discuss whether Dynamics 365 Service partners should become an Independent Software Vendor (ISV) or whether ISVs should do more consulting/services. Let us know your thoughts on the comments below. Thanks for watching.

  • What's the best methodology to implement Dynamics 365?
    2 Minutes 

    Join CRM MVPs Neil Benson, Nick Doelman, and Gus Gonzalez who discuss the Scrum Agile Methodology for implementing Microsoft Dynamics 365 for any organization. Follow us: Neil Benson: https://twitter.com/customery Nick Doelman: https://twitter.com/readyxrm Gus Gonzalez: https://twitter.com/GusGonzalez2