How to Install Organization Insights?

Note: You will need Global Administrator access to your Office 365 account to proceed. You can install Organization Insights free from Dynamics Marketplace Log into your CRM and navigate to 'Settings' > 'Dynamics Marketplace'. Search for 'Organization Insights'. In the results look for the 'Microsoft Dynamics 365 - Organization Insights' tile and click 'Get it Now'. Read... Continue Reading →

Marketing List Advanced Find Stuck?

Are you tired of waiting while the advanced find is adding the members to your marketing list? Did it just get stuck? Or close the pop-up after a long time without adding any members? Most likely, you are trying to add members to a locked list. Set the Locked field as No and try again! If you... Continue Reading →

Theme not visible for a user?

Did you just add a fancy new to your CRM but one particular user still sees the out of the box theme? Uncheck the "Enable high contrast" checkbox in Personal Options Click on the Settings icon on the right hand corner Click Options Go to General tab Uncheck the Enable high contrast checkbox Click Ok If you have any questions... Continue Reading →

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