With Dynamics 365 there has sometimes been a need to have some sort of autonumbering field on specific Entities. Autonumbering has been available out of the box for a limited number of Entities and the setting for this is available via Settings -> Administration -> Autonumbering. The screensho
Read the full article hereDynamics 365 provides un-customizable functionality out of the box such as the Close Opportunity functionality. If you want to customize or recreate this functionality, it has been time-consuming to replicate the pop-up… until now. Introducing Alert.js 3.0, the stylish Dynamics 365 solution to help
Read the full article hereWhen you export a solution, you are given a Zip folder containing 3 XML files. These 3 files contain all the information needed to build your solution. But this isn’t exactly human friendly as all of your entities are jammed into one file called ‘Customizations.xml’. But Microsoft have our backs her
Read the full article hereWhen using Microsoft Flow the out-of-the-box button is nested under the ‘Flow’ section and is not easy to find nor is it customizable. Triggering the flow using a ‘Flow Button’ makes the button appear under the ‘Run Flow’ branch which is a nested button that is unintuitive for users. It is much nic
Read the full article hereDynamics 365 lets you convert a Lead into an Account, Contact and Opportunity at a click of a button. But you may not need to have an opportunity created, which means you will either need to delete these unwanted records, or just let them sit there wasting your precious space. Well luckily enough, f
Read the full article hereIn this blog, I will show you how you can add conditional email content when sending email messages via workflow in Dynamics 365. In this scenario, we want to send an automated email, but sign off the email based on information from a Case record. For example, if the Case Type = “Enquiry”, sign off
Read the full article hereWith the release of the Dynamics 365 Unified Interface, Microsoft has taken steps to make forms less cluttered and more appealing to the eye when used on different sized screens.We all know that when a browser window is made too narrow to display a three-section wide tab, it will push the right most
Read the full article hereWe encountered an error when editing permissions for a field security profile on a newly configured field, However, when trying the same thing on other fields that were already enabled for field security, the changes were applied without any issues. To uncover the cause for this error, we need
Read the full article hereWith Dynamics 365 v9 you have the option to set the Unified Interface Client to be the default Interface for your system. When this setting is activated all records will be opened in the new Interface even when opened from Advanced Find. There are scenarios where you’d want to use the old interface
Read the full article hereThis blog is a continuation of my series on how to create and use WebJobs (available here: pt1, pt2).Requirements change and we all must update our logic at some point. When updating a WebJob this can be done in a few ways, such as using an FTP or alternatively you can use the App Service Editor. Th
Read the full article hereOne of the most important tasks during Data Migration testing is to get the record counts of all the records in an entity. This can be done using Advanced Find when records are less than 5000, but what if there are more than 5000 records? In the past, we have used different methods to get the record
Read the full article hereWhen creating an Activity record from a Timeline in Dynamics 365, I noticed that the Regarding field was not mapping through automatically. This happens on both Quick Create forms and Main forms. The screenshot above shows the result when I try to create a Task from the Timeline on a Case record. No
Read the full article hereHave you ever wondered how to change the format of a date that is merged into a DocumentsCorePack template? There are plenty of formatting options at your fingertips - read on to learn how to go beyond the standard dd/MM/yyyy format.After inserting a date merge field into your DocumentsCorePac
Read the full article hereIn Dynamics 365, we can utilise the ‘Document Management’ functionality to upload documents for different entity records. For example, I can upload and/or view them for a Contact record. However, this functionality wasn’t available for the Dynamics 365 Portals until the 2018 October release. In this
Read the full article hereSometimes you need to remove a field from Dynamics 365, but that field has dependencies on other parts of the system. This can be problematic in some scenarios, such as removing a Two-Option field which is tied to a workflow. The example below shows a Two Options field being used in an update step i
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