Microsoft Dynamics 365 and Dynamics CRM Blogs by David Mochrie | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Dynamics 365 Set Value vs Set Default Value

David Mochrie, 15 December 2016

Business Rules are a really useful tool in Dynamics 365 for writing client side script without code. In this video, David Mochrie demonstrates the subtle but important difference between the 'Set Value' and 'Set Default Value' action in business rules
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10 things you may not know about Immersive Excel

David Mochrie, 02 August 2016

A new feature in Dynamics CRM 2015 Update 1 was ‘Immersive Excel’. This allows you to export data in a view from CRM to Excel Online, edit the data there, and then save those changes back to CRM. You never leave CRM, the Excel Online window opening up right there within CRM. It’s a really quick way
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Recently viewed records and views in Microsoft CRM 2016

David Mochrie, 24 February 2016

Recently viewed records is a concept which has been in Dynamics CRM for a while, since 2011 in fact. It's a really useful feature and one I use regularly, but I hadn't paid much attention to the details of it until someone asked me how many records it shows. In CRM 2015 Update 1 and later, it's pos
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Making a Field Read-only On a Business Process Flow

David Mochrie, 11 February 2016

Dynamics CRM Business Process Flows (BPFs) can be very useful for guiding users through business processes in CRM. One limitation of a BPF is that fields on them can’t be made read only simply by making the field read only on the form. There is however a code-free way round this using business rules
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Set Business Process Flow using a Workflow in Dynamics CRM 2016

David Mochrie, 13 December 2015

Business Process Flows (BPFs) are a really useful part of CRM. They can be used to manage records through multiple stages of a process. On CRM 2016, you can use a workflow to set a business process flow to be the active process on a record. On previous versions of CRM, this was only possible to do w
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Dynamics CRM 2016 Business Rules invoked by Business Process Flows

David Mochrie, 21 December 2015

Dynamics CRM 2016 is here and with it comes some exciting new features. One useful feature is the ability to invoke a business rule based on business process flow properties. Before we dig into this in more detail, let’s just review what a business rule and a business process flow are. A business ru
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Using Groupings from Other Dynamics CRM Entities in Charts

David Mochrie, 02 December 2015

CRM charts are really useful for displaying data in a summarised format, giving users a very clear picture of their data. When designing a chart, you will set the 'Horizontal (Category) Axis Labels' This is a wordy way of of asking ‘What do you want to group things by’. For example, you may want to
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