From the Microsoft Dynamics 365 for Customer Engagement & CRM Blogs: Missing form; Field service: e-Signatures; Portal page; Comparing dates

This week on the Dynamics 365-CRM blog roundup:

• Missing contact information form after upgrading in Dynamics 365
• Dynamics 365 on-premises auditing: Managing audit table size
• Custom DocuSign integration in Dynamics 365
• Fixing Dynamics 365 Portals page template issue
• Comparing dates in Dynamics 365 Portals using liquid

Missing contact information form after upgrading in Dynamics 365

On the Magnetism Solutions Dynamics CRM Blog, Miguel Nepomuceno stated recently that Magnetism has encountered a lot of strange issues after customers upgrade their D365 instances to a new version.

The main problem is that customers are reporting missing components in their systems. As such, they are left to wonder where certain fields are in the form, specifically those dealing with the contact entity, he stated.

After further investigation, I have been getting same issue from different customers regarding one specific component – the contact Information Form always goes missing after an upgrade.

The contact information form is an out-of-the-box system form, said Nepomuceno. He added that most of Magnetism's customers use this form when they're managing their contact records. This out-of-the-box form frequently contains custom fields and other custom logic, he stated.

You can find out what to do if you have the same issue here.

Dynamics 365 Field Service: Personal view and security on schedule board

The author of a post on Inogic's blog stated that the schedule board offers an overview of the resources that are available as well as bookings. It's a feature in the Dynamics 365 Field Service module.

By default, schedule board gives every scheduler an "initial public view" that includes all resource types, territories ...