-
Customizing the Opportunity Close Window in Dynamics 365
Nick Chin, 20 December 2019
With the general release of the Wave 2 update at the start of October 2019, the ability to customize the Close Opportunity form is now available! In this blog I will go through enabling this ability as well as giving an example of adding custom fields.How do you customize the Opportunity Close form?
Read the full article here -
Working with Queue Items and On Demand Workflows in Dynamics 365
Zoe Sands, 18 December 2019
While working with Queues and Queue Items in Dynamics 365 for a client I came across a data issue that required a bulk data update on Queue Items. As the nature of my data update could be handled by an On Demand Workflow, naturally this is what I created.When I tried to run the workflow using Advanc
Read the full article here -
Getting Clear on Success Criteria
Shalane Williams, 05 December 2019
You’ve commissioned the build of a brand-new CRM, replacing an existing system or upgrading your older version of CRM. It’s been delivered, everyone’s excited to use it but how do you know it’s been a success?Being on time and on budget is a project manager’s goal and a measure of project success. H
Read the full article here -
Scheduling Dynamics 365 Unified Interface Upgrade in the Transition Portal
Jared Johnson, 04 December 2019
With the Web Client scheduled to be removed entirely on the 1st October 2020, Microsoft are automatically transitioning environments to the Unified interface before this date, you may be surprised to see how early they have scheduled the transition if you were expecting to have until October!The Tra
Read the full article here -
Running a Microsoft Flow from a Business Process Flow in Dynamics 365
Ronelle Raath, 29 November 2019
Microsoft Flow can be configured to easily automate tasks which use a range of different applications and services. Not only can you connect to Dynamics 365 from Flow to work with records – you can also run Flows from within Business Process Flows in Dynamics 365.Create Flow:In this example I create
Read the full article here -
Dynamics 365 Data Migration - how to keep the original Modified On date
Nick Chin, 27 November 2019
When moving from a legacy system to Dynamics 365, sometimes it’s important to maintain the “Modified On” date for records, such as Activities. The Timeline control displays Notes and Activities in the order that they are modified.Setting the “Modified On” field in a data migration isn’t possible as
Read the full article here -
Disable High Density Header Feature in Dynamics 365 Unified Interface
Jordan Hohepa, 26 November 2019
With the recent Wave 2 Release for Dynamics 365 there has been a slight change to how the header works on a Form, which is known as the High Density Header. With this change, users can add more than four fields to a form header while sacrificing the ability to edit the fields without using a dropdow
Read the full article here -
Error Comparing User Local Date Time Fields with Date Only Format in Dynamics 365
Sean Roque, 22 November 2019
We encountered a situation when comparing Date Time fields in Date Only format in Dynamics. For a particular Calculated Two Options field, the condition is checking whether one Date Time field is greater than the other In situations where the Expiry Date is the same as the End Date, most of the time
Read the full article here -
New Customization Experience in Dynamics 365
Nick Chin, 15 November 2019
You may have noticed a few years ago the Power Apps logo was added to the Dynamics 365 Solution Customization page. This was a sign of things to come.Microsoft has redesigned the way customizations are done in Dynamics 365.You can view the new Customization experience by clicking the “Try New Experi
Read the full article here -
Hidden Relationships in Dynamics 365 Advanced Find
Ronelle Raath, 14 November 2019
I recently needed to create a many-to-many relationship between two entities for a project. However, when I wanted to use this entity relationship in a View, I could not find it available in Advanced Find. It was like the relationship between these entities did not exist.I thought that setting the r
Read the full article here -
Dynamics 365 Model Driven App new navigateTo API
Jared Johnson, 12 November 2019
In early October a new method was added to the Xrm.Navigation client api documentation, navigateTo. While we already had the openForm method to open a form with Javascript, we had no way of opening a view the same way. This new method now allows us to do that but is only supported in the Unified Int
Read the full article here -
Add More than Four Fields to a Dynamics 365 Form Header
Jordan Hohepa, 11 November 2019
With the recent Wave 2 Release for Dynamics 365 there has been a slight change to how the header works on a Form. The new change is known as the high density header. Basically, it allows you to add more than four fields within the header, which was the previous maximum amount. Take the Contact Form
Read the full article here -
Dynamics 365 Unified Interface Errors when Bulk running Workflows and Flows
Jared Johnson, 07 November 2019
In the current version (wave 2) of Dynamics 365 with the Unified Interface, selecting a large amount of records, around 50+ records, in a view and then bulk running a workflow on these records via the Flow button can result in the ‘Too Many Requests’ errors popping up. This will cause the workflow t
Read the full article here -
How to Call a Child Flow from a Parent Flow
Satyvir Jasra, 06 November 2019
As part of the October release, Microsoft released quite a lot of new features for Microsoft Flow (now part of Microsoft Power Automate) which makes development easier and faster for Users. One of those cool new features is the addition of ‘Run a Child Flow’, which means we can call a child Flow fro
Read the full article here -
How to sort Dynamics 365 Sales Pipeline stages in Power BI
Colin Maitland, 05 November 2019
In this article, I demonstrate how to sort Dynamics 365 Sales Pipeline stages in Power BI.The following image shows part of an analysis of Open Opportunities by Sales Pipeline stage. The Sales Pipeline stages have been implemented using Business Process Flow stages; e.g. Qualify, Develop, Propose an
Read the full article here
Filter by Category
Filter by Author
Adam Murchison
Alfwyn Jordan
Arthur Mandisodza
Calum Jacobs
Colin Maitland
David Mochrie
Dominic Liu
Gayan Perera
Harshani Perera
Isaac Stephens
Jaime Smith
Jared Johnson
John Barrencechea
John Eccles
Lauren Withers
Paul Nieuwelaar
Roshan Mehta
Roz Millar
Ryan Blaikie
Ryan Ingram
Sarah Coleman
Sean Roque
Shalane Williams
