An issue that came up for many clients with the Dynamics 365 2021 Wave 2 update is when viewing related records on a parent entity’s record, the related entity’s header menu does not move when scrolling but disappears as you move down the page. Also, the alphabetical search at the bottom doesn’t appear until you scroll all the way down.
The Dynamics App for Outlook is a great application that is pushed to Outlook to integrate data between Outlook and Dynamics 365. Emails, Appointments, Contacts are a few examples of data that can flow between the applications. Information can be input/updated in Outlook and synchronized to Dynamics 365 so users do not need to open Dynamics 365. Appointments and Tasks can also be assigned to users in Dynamics 365 and synchronized to Outlook for the user to see without the extra step of logging into Dynamics.
Dynamics 365 Unified Interface - Unable to Trigger On-Demand Workflows
A few of our clients have made the move onto the Dynamics 365 Unified Interface and have been experiencing some slight issues. One, that was a big impact for a client, was not having the ability to run workflows on-demand from individual records.
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.