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Things to Look out for when using Business Rules in Dynamics 365
Satyvir Jasra, 14 August 2018
Business rule in Dynamics 365 allows us to create simple rules and recommendations to apply logic on the form without the use of JavaScript. However, it can sometimes cause issues for JavaScript logic. For example, based on the requirements, I had to hide the Company Profile section on the Account f
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Lookup Filtering using AddCustomFilter vs AddCustomView in Dynamics 365
Zoe Sands, 09 August 2018
Lookup Filtering Options and Gotchas in Dynamics 365 When it comes to lookup filters, sometimes the out of the box related Records Filtering doesn’t quite make the cut. You may want to filter by common values on the entity other than lookups or by more than one lookup. This is where you can utilize
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Unable to Import Solution Because of Invalid XML
Satyvir Jasra, 08 August 2018
In Dynamics 365, we have the option to modify the charts by changing its XML. I recently created a new custom chart in Dynamics 365, and I had to modify its XML based on my requirements. However, during the solution deployment to another instance, the deployment kept on failing. Following is the mes
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How to Provide User Access to Update Global Option Sets in Microsoft Dynamics 365
Colin Maitland, 07 August 2018
In Microsoft Dynamics 365, it is possible to provide access for Users to add and update the options in a Global Option Set without the need to assign them either the System Administrator or System Customiser Security Roles. Here’s how. Add these four permissions to an existing or new Security Role a
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How to Export and Import Themes in Dynamics 365
Satyvir Jasra, 06 August 2018
In Dynamics 365, themes are not solution aware. Most of the time we need to recreate the custom theme for each instance. However, there is a way to export the theme from one instance and then import it back to another instance. By doing so, we can save a lot of time when it comes to keeping the sam
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Dynamics 365 Open Lookup in New Window
John Towgood, 03 August 2018
The default behaviour when a user clicks on a lookup field in Dynamics 365, is that it opens the record in the same window. In some scenarios this behaviour is not ideal since users may want to open related lookup records in another window to view more information to assist in populating fields in t
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Automatically Apply Discounts to Quotes And Orders in Dynamics 365
Colin Maitland, 30 July 2018
In the second part of this three-part series I will describe three methods by which a discount can be automatically or manually applied to Quote/Order Products. Quote/Order Products have the following fields that may be used to apply a discount: •Manual Discount Amount: Is a manually applied dollar
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Adding Manual Discounts to Quotes and Orders in Dynamics 365
Colin Maitland, 27 July 2018
In the first part of this three-part series I will describe two methods by which a discount can be manually applied to a Quote/Order in Microsoft Dynamics 365. Orders and Quotes have the following fields that may be used to apply a discount: • Discount Percent: Is a manually applie
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Chart Subgrid Label Not Being Set in a Dynamics 365 Dashboard
Satyvir Jasra, 24 July 2018
While adding charts to a dashboard, I came across an issue where I couldn’t change the properties of a chart in a dashboard. The reason I couldn’t update the properties was that the Label field was not populated. This is a required field, which is automatically set when we add the chart in the dashb
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Workaround for Command Bar Rendering Issue in Dynamics 365
Satyvir Jasra, 17 July 2018
We’ve seen an issue where the command bar was not showing on the form a record was opened in new window. This was a custom entity and version of Dynamics 365 we used was 8.2.0.749. There are two workarounds to solve this issue. Option 1 In the navigation area displays the Area Name in which the enti
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Using fetchXml with Xrm.WebApi.retrieveMultipleRecords in Dynamics 365 V9
Jared Johnson, 12 July 2018
Dynamics 365 V9 includes the new Xrm.WebApi helpers that allow you to access the Dynamics 365 Web API without having to create your own requests. The Xrm.WebApi.retrieveMultipleRecords method allows you to easily retrieve records, but the examples on MSDN only demonstrate how to use this using the O
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Custom SharePoint Integration with Microsoft Flow and Dynamics 365
Dominic Jarvis, 11 July 2018
SharePoint is a fantastic way to store documents and other files related to records in Dynamics 365. For one thing, the pricing for using storage in SharePoint is next to nothing compared to the price for the same amount of storage if purchased as database storage for Dynamics 365. Which is no surpr
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How to Fix a Failed to Upgrade Async Operation Records Error
Arpit Malhotra, 29 June 2018
Recently, while working on an upgrade from Microsoft Dynamics CRM 4.0 to Dynamics 365, I came across the below error while importing the CRM 4.0 organization database into CRM 2011: The error was resolved by obtaining the errored GUIDs of the workflow instances (system jobs) from the MSCRM error lo
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Complex SLA 7 - Testing Complex Custom SLA Instances in Dynamics 365
Colin Maitland, 28 June 2018
↩ Part 6 - Configure SLA Instance Business Logic in Dynamics 365 In this article, the final article, in this series I will describe how I tested the SLA and demonstrate the results of a basic test. The results show that although each of the SLA KPIs are started and stopped when required, the Applica
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Unexpected Error on Exporting a Dynamics CRM Solution
Arpit Malhotra, 26 June 2018
When implementing a Microsoft Dynamics CRM upgrade from on-premise to online, you may encounter unexpected business process errors when exporting an already upgraded CRM solution to import into Dynamics 365 online. The error dialog box won't provide you any log file or any trace of the broken item.
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