Here's a handy little JavaScript that lets you set a Customer Field in CRM to default to Contact instead of Account. A Customer Field is a "special type" of field in CRM that can either be set to an Account or Contact. When you add a custom one in CRM, it defaults the lookup to go to Accounts first - the user then has to manually (every time!) change it to Contacts if they want to select a Contact record.
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So, you’ve got a JavaScript you’re having trouble with. What you can do is fire up Chrome, open the Developer Tools by pressing F12, choose the Console tab, and then log into your D365 instance.
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Likely near the end of this year (October?), Microsoft will make the new Unified Interface mandatory on all Dynamics 365 Online instances. Until then, we can choose between this new UI and the Classic Web Interface. Here are the steps to do that.
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If you run CRM/D365 on premises you may notice that out of the box the security tokens only last for an hour and then you have to log in again. This is because the default lifetime of the security token for claims-based authentication in Active Directory Federation Services (ADFS) is 60 minutes. When I normally set up an on premises installation, I set the token lifetime to be at least 8 hours (480 minutes) so that users will be able to log in when they arrive in the morning and then use CRM uninterrupted until they leave at the end of the day. The next day when they go to CRM, they have to log in again.
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The new Unified Interface for Microsoft Dynamics 365 poses a challenge to users switching from the Classic Web Interface - the Run Workflow option is no longer available. If you use on-demand workflows to help users get things done in CRM, this is potentially an issue.
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I was just fooling around with an On Prem installation of D365 and I created a custom app to test out converting the legacy Web Interface application into a Unified Interface application. When I was done testing, I wanted to remove it, but I saw no where in the App Designer to do that.
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