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Regarding Not Being Set on Create of Activity Records in Dynamics 365
Roshan Mehta, 12 July 2019
When 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
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Formatting Dates in DocumentsCorePack Templates
Sarah Coleman, 10 July 2019
Have 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
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Dynamics 365 Portals New Feature - Manage SharePoint Documents
Satyvir Jasra, 09 July 2019
In 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
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How to Remove a Two-Option Field from a Dynamics 365 Workflow
Sean Roque, 08 July 2019
Sometimes 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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Why is my Dynamics 365 Rollup not working in the Unified Interface
Isaac Stephens, 05 July 2019
As more and more people switch over to the new Unified Interface for Dynamics 365, people start to find differences between the old and the new. Some differences can cause great frustration, especially when things that used to work don’t. One of the issues we came across was when a perfectly working
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Binding to Address Fields in a PCF Control
Jared Johnson, 04 July 2019
Recently I was working on a custom control where I wanted it to have outputs that were bound to the address fields on a contact or account. However even though I had the type set to SingleLine.Text, none of the address fields appeared in the list of fields when selecting which field to bind to. Acco
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How to Filter Lookups in a Dynamics 365 Business Process Flow
Sean Roque, 03 July 2019
When designing a business process flow in Dynamics 365, we might have a data step in one stage, which is a lookup to another step in the next stage. In cases like this we ideally want to filter the search options to only show related records. This is not available out of the box but it can be done u
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Enabling Service Level Agreements in Dynamics 365 from Unified Interface Settings
Jasper Marri, 02 July 2019
Previously only the Case entity had Service Level Agreements available by default. SLAs are useful for tracking customer service agents and seeing if they are reaching their goals of contacting and helping customers in a timely manner. Now in Dynamics 365 we can manually enable SLAs for Account, Con
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Cleaning up your Users by Using Security Groups (Part 2)
Nick Chin, 01 July 2019
Following on from “Cleaning up your Users by Using Security Groups Part 1”, the previous blog covered the configuration of the Security Groups and setting Dynamics 365 to use a Security Group using the classic Admin Center interface. Now I will cover the same feature by instead using the new ‘Power
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Gotchas with the PCF Custom Control Sandbox
Jared Johnson, 28 June 2019
When creating a custom control, I had a couple of gotchas when debugging in the Custom Control sandbox which were not an issue when the control was deployed into Dynamics 365. The first issue was with inputs and typing. Because custom controls are built using typescript the type of the inputs will b
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Why is the Dynamics 365 App for Outlook not Appearing in Outlook
Nick Chin, 27 June 2019
Sometimes when you have added the Dynamics 365 App to Outlook it won’t display no matter how many times you click “ADD APP TO OUTLOOK” in the Dynamics 365 App for Outlook management menu and the Status will display “Added to Outlook”.One fix is to remove the Add-in through the Outlook webpage.1.&nbs
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Collecting logging in a Microsoft Azure WebJob
Zoe Sands, 26 June 2019
A triggered WebJob can handle its own logging and can be accessed by selecting your triggered WebJob then selecting logs as shown. Logging in a continuous WebJob is a little trickier. This is because there is technically no endpoint, as soon as it finishes running it runs again. With a triggered We
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Cleaning up your Users by Using Security Groups (Part 1)
Nick Chin, 25 June 2019
Is your company running multiple Dynamics 365 Instances Online? And does the “Enabled User” view contain Users who shouldn’t be in that instance? This is could be because Dynamics 365 by default will add Users to all Dynamics 365 instances when the Users have been assigned a Dynamics 365 license.&n
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Creating WebJobs in Microsoft Azure
Zoe Sands, 24 June 2019
When working in CRM and other database systems we sometimes find that we need to automate pieces of work that cannot be handled within our system. This could be things like synchronizing data between two systems or sending daily notifications to users about work that is with them. In an On-Premise C
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How to Define Sales Weeks in Dynamics 365
Ronelle Raath, 21 June 2019
Every business is unique in its own way. Thus, it came as no surprise that one of our Clients requested to change the start date of their Sales week to better suit their business process and reports in Dynamics 365. This can be achieved easily out of the box.Navigation In Dynamics 365; Navigate to S
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