The force to the new Unified Interface is coming soon and with it, many organizations will be deploying this feature for testing. A major issue we have come across is entities are no longer editable that were before the Unified Interface was switched on.
Dynamics App for Outlook
The Dynamics App for Outlook is a very useful and convenient tool for users to be able to sync data from Outlook to Dynamics 365 quickly. Users can create appointments against Contacts, attach emails to Dynamics records, create cases/opportunities and so many other everyday tasks without leaving Outlook.
A new feature has been introduced by Microsoft for Dynamics 365 called the Dynamics 365 Relationship Assistant. This tool allows users to be kept up to date on many events happening today. It shows reminders for upcoming activities, displays emails relevant to the customer that may need a response and has many other features.
Recently, we came across an issue where multiple clients were unable to assign cases, tasks and other various records using the “Assign” button within Microsoft Dynamics 365. Users, including system administrators, would try to use the Assign button from within the record and the page would get stuck “Processing.