-
Showing Word Template Button in Dynamics 365 Unified Interface
Adam Murchison, 26 September 2019
For users who aren’t System administrators and System customizers the Word Template button may not be appearing in the Unified Interface. This is because they’re missing a security role privilege and I’ve seen numerous forum posts asking why it isn’t appearing.When you click the drop down on the com
Read the full article here -
Enabling Users for Merge Functionality in Dynamics 365
Sean Roque, 25 September 2019
The merge functionality in Dynamics 365 allows users to combine any two records of the Account, Contact, Lead and Case entities where the fields from one record will carry over to the Master record and become deactivated. This is useful especially in cases of unexpected duplicate records.When creati
Read the full article here -
Quickly Switch between the Classic Mode and the Unified Interface in Dynamics 365
Harshani Perera, 23 September 2019
Currently both the Classic Mode and the Unified Interface (UI) of Microsoft Dynamics 365 can be used however the Classic Mode is going to be deprecated by Microsoft soon. If you are still using the Classic mode but you would like to take a quick peak at the new UI, there is a quick and easy way to m
Read the full article here -
Updating Data on Inactive Records in Dynamics 365
Jordan Hohepa, 20 September 2019
I recently found a problem where I was able to edit the data of an inactive record in Dynamics 365. This is because there is logic that unlocks these fields on load of the form. The screenshot above shows a record that is Inactive which would normally mean that it cannot be edited. The screenshot be
Read the full article here -
How to submit a Microsoft Support Ticket to get a faster response
Harshani Perera, 18 September 2019
While using Dynamics 365, you could come across issues that may be due to application errors/limitations and require investigation by Microsoft. In these situations, you can submit a support ticket with Microsoft, and they will investigate the issue.When logging a support ticket, you should try to s
Read the full article here -
Setting Values in Dynamics 365 Portals using Entity Metadata
Jordan Hohepa, 13 September 2019
With Dynamics 365 Portals you can add Entity Web Forms which are the Portals’ way of displaying Dynamics 365 CRM Forms, allowing Portal Users to Create, View and Update records in Dynamics 365. The screenshot is an example of a Web Form that shows a simple Lead form to collect information about the
Read the full article here -
Using the Business Card Reader Custom Control in Dynamics 365
Jordan Hohepa, 11 September 2019
Recently it has been announced that there will be a wave of new Artificial Intelligence features being added to Microsoft PowerApps. The AI based features will be simple to add pieces of functionality that can do things like process a form or recognise objects in a picture. This blog covers the ‘Bus
Read the full article here -
How to Configure Data Source Setting Parameters for a Power BI Data Model
Colin Maitland, 06 September 2019
In this article, I demonstrate the use of parameters for connecting a Power BI Data Model to Dynamics 365 (Online). This approach simplifies the subsequent task of updating the Data Source Settings after the Data Model has been published to the Power BI Service. For instance, it may be desired to co
Read the full article here -
Dynamics 365 Data Export Service Configuration Tip
Nick Chin, 02 September 2019
Recently I encountered an issue with the Data Export Service configuration.When you add the Data Export Service from the AppSource, it will open a new screen.In my situation the configuration was unable to find the Dynamics 365 organization.I noticed something was wrong with the URL. The URL has “po
Read the full article here -
Optimise Setting Default Values for Dynamics 365 Lookup Controls in a Canvas PowerApp
Colin Maitland, 23 August 2019
In a previous article, I demonstrated how to set the default values for Dynamics 365 Lookup fields in a Canvas PowerApp. The example used was a Leave Requests app that requires the selection of Requester and Manager.The following image shows the formula used for setting the default Requester to the
Read the full article here -
How to Set the Default Value for a Dynamics 365 OptionSet Control in a Canvas PowerApp
Colin Maitland, 22 August 2019
In this article, I demonstrate how easy it is to set the default value for a ComboBox control associated with a Dynamics 365 Option Set field in a Canvas PowerApp. The approach demonstrated eliminates the need to change the bound ComboBox control to an unbound DropDown control. Because of this, it a
Read the full article here -
Bulk Updating Email Signatures in Dynamics 365
Nick Chin, 21 August 2019
Recently I needed to update the Email Signatures for all Dynamics 365 Users and insert information from the User record. Currently this can’t be done using the out-of-the-box solution. Even though Email Signature templates are basically email templates you are unable to insert field values like the
Read the full article here -
How to set the Default Value for a Dynamics 365 Lookup Control in a Canvas PowerApp
Colin Maitland, 20 August 2019
In this article, I demonstrate how easy it is to set the default value for a ComboBox control associated with a Dynamics 365 Lookup field in a Canvas PowerApp.The demonstration application is a sample ‘Leave Requests’ Canvas PowerApp. The app uses the Common Data Service (CDS) connector to access a
Read the full article here -
Prevent Cases from Closing on Condition in Dynamics 365
Sean Roque, 19 August 2019
Users can close cases by clicking the Resolve Case button provided in the ribbon. In situations where you want to aid your Users by helping them make sure they process data correctly; this method comes in handy. Not only can this make their work easier, it also avoids incorrect handling of cases, an
Read the full article here -
Evaluating Members in Marketing Lists using Advanced Find in Dynamics 365
Megha Kainth, 16 August 2019
There are times when you want to add or remove members in your Marketing List. In Dynamics 365 Unified Interface version 9.0, you can use the Manage Members functionality to evaluate members. In this blog, I will show you how you can do this. Go to Marketing List and Open the record that you
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
