Dynamics 365 Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Using Firefox Multi-Account Containers with Dynamics 365

Jared Johnson, 04 March 2019

One annoyance I often run into is having to be logged into multiple Dynamics 365 systems at the same time or wanting to be logged in as different users into the same system. This tends to result in having half a dozen different browser instances open which can become a mess. This is where the Multi
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Triggering Plugins on Update of Multi-Select Option Set in Dynamics 365

Jared Johnson, 18 February 2019

Dynamics 365 Version 9 added a largely-requested feature: Multi-select Option Set. While they are supported by most of the functionality of Dynamics 365 now, you will find that when you go to register a plugin step with a Multi-select Option Set as one of the Filtering Attributes or add one to a Pre
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Dynamics 365 Portal Generic Failure Message on Creation of Record

Jordan Hohepa, 15 February 2019

Recently one of our clients ran into an issue with the Dynamics 365 Portals create record functionality. After completing and submitting an insert entity form, a generic error was returned, and the record was not created. This blog shows an example of the issue and how to resolve it. The screenshots
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New PowerApps View Editor for CDS Model Driven Apps and Dynamics 365

Jared Johnson, 14 February 2019

With the addition of solutions for Model Driven apps in PowerApps, we are getting replacements for many of the old editors that have barely been updated since CRM 2011 or earlier including the solution editor, form editor and view editor. Funnily enough this is the second time a new view editor has
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Dynamics 365 Running Slow or not Responding after v9 Upgrade

Satyvir Jasra, 13 February 2019

After an upgrade of a Dynamics 365 instance from v8.2 to v9, many users reported an issue where the Dynamics 365 was not loading, or it was loading the pages very slowly. The users were trying to access Dynamics 365 on web client. The solution to this problem was to clear the browser cache of the af
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Steps and Tips on Copying a Production Instance in Dynamics 365

Harshani Perera, 12 February 2019

In Microsoft Dynamics 365, you might need to make a copy of Production for investigating and/or testing purposes. If you log a ticket with Microsoft they may require you to make a copy of Production to a Support instance for them to investigate. This blog will provide the steps on how to make a copy
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Optimising the Calendar Control for Opportunities

David Mochrie, 25 January 2019

The new(ish) Unified Interface for Dynamics 365 Customer Engagement comes with a whole stack of nice features. One of these is the calendar control. This has of course been around in the tablet and phone clients for a while now, but now we have the Unified Interface, I decided to take a closer look
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Dynamics 365 V9 Editable Grid Column Resizing Feature

Jordan Hohepa, 24 January 2019

In Dynamics 365 v9 both views and subgrids now have the option to become editable. When the option for editable grids has been enabled, the fields of the records can be edited from the view itself, so Users no longer have to enter each record individually. Views can be made editable from the view cu
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Add or Remove Events for Sub-grids in Dynamics 365

Zoe Sands, 23 January 2019

In Dynamics 365, you can add or remove onload events from a sub-grid by referencing functions by name. The two examples below show how this is done. Xrm.Page.getControl("mag_mygrid").addOnLoad(myMethod); Xrm.Page.getControl("mag_mygrid").removeOnLoad(myMethod) Because the addOnLoad and removeOnLoad
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Making Changes to Record Create and Update Rules in Dynamics 365

Zoe Sands, 15 January 2019

A while back we had a client who decided to utilize Record Create and Update Rules (RCUR) in their CRM solution. This required us to make them approximately 30 RCURs, one for each queue they had in the system. Recently we have had some changes to make, rather than deploying the old solution with all
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A Brief Introduction to the Microsoft 365 and Dynamics 365 Admin Centers

Harshani Perera, 10 January 2019

This blog will give you a brief introduction to the Microsoft 365 and Dynamics 365 Admin Centers and some of their features. In order to access the Admin Center, you will require admin permissions. There are several admin roles which allow access to the Admin Center e.g. Global Admin, Dynamics 365 S
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Wrong Status Reason When Revising Quote in Dynamics 365

Roshan Mehta, 05 December 2018

We noticed an interesting issue when revising Quotes in Microsoft Dynamics 365, where the Status Reason of the revised Quote was set to something other than “Revised”. Through our normal troubleshooting, we checked to see if there were any plugins, synchronous workflows, or other logic in the syste
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Using Customer Service Schedules and Holiday Schedules in Dynamics 365

Jasper Marri, 04 December 2018

In a previous blog, I showed how to create Service level agreements (SLAs) in Microsoft Dynamics 365. In this blog, I’ll cover using Customer Service Schedules & Holiday Schedules in with the SLA. Suppose a client (Frosty Ltd.) logged a high priority case on Saturday to XYZ help desk which has a
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Marketing List Showing Multiple Subgrids on the Form in Dynamics 365

Miguel Nepomuceno, 03 December 2018

A customer recently upgraded to Dynamics 365 v9 and encountered this strange form issue with Marketing Lists. When viewing an existing Marketing List record, there are multiple subgrids on the form (screenshots in the next page of this doc). Upon investigating these subgrids it looks like there are
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Dynamics 365 V9.1 Enable Unified Interface UI Updates on Upgraded Organizations

Jared Johnson, 27 November 2018

As of the 9.1 Update to Dynamics 365, as described here, Microsoft have updated the Unified Interface’s UI with big improvements to the Sitemap and Command bar. While this will show by default in new trials and organizations, existing systems that get upgraded will still use the older UI. While in
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