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From the Microsoft Dynamics CRM Blogs: Dashboards; Easy scheduling; Process flows; Legacy forms

by Linda Rosencrance
Contributing Writer, MSDW

In this week's Microsoft Dynamics CRM blogs:

  • Some Dashboards Are More Equal Than Other
  • Schedule Anything in 3 Easy Steps with Dynamics 365!
  • Modify Maximum Active Business Process Flows Allowed per Entity in Dynamics 365
  • Microsoft Dynamics CRM 2015, 2016 and 365 Legacy Form Rendering

Some Dashboards Are More Equal Than Other

On Gustaf's Microsoft Dynamics CRM Blog, Gustaf Westerlund wrote that typically you're not allowed to remove components from the system layer in Microsoft Dynamics 365 or Dynamics CRM. However, this doesn't seem to be the case with dashboards in some earlier versions of Dynamics CRM.

It seems this bug has recently been fixed but if you have a version of CRM where this was possible or have been upgraded from this version, you might be missing it.

Westerlund wrote that he found himself unable to delete components from the system layer in version, while he could in earlier versions.

One particular dashboard that the system is in dire need of for its mobile features is the "Sales Dashboard" as this is the default dashboard for the mobile and tablet clients. This cannot be changed although the default dashboard can be changed within the mobile client by the user after it has been started.

If you do manage to delete this dashboard or it has been deleted, you can find out how to restore It here.

Schedule Anything in 3 Easy Steps with Dynamics 365!

On the PowerObjects blog, Joe CRM wrote about a way for sales managers to see their entire teams' daily/weekly/monthly schedules of sales calls in one place, by ...

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About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.