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Query Paging using Dynamics 365 WebAPI
Dominic Jarvis, 30 May 2018
When working with data in Dynamics 365, particularly large data sets, paging results is a necessity. It allows you to retrieve more than 5000 records, and retrieve records in manageable set sizes. Paging using the WebAPI is a bit different to using the SOAP endpoint, so I’ve detailed below the struc
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Theme Colours in Microsoft Dynamics 365 V9
David Mochrie, 29 May 2018
Themes were introduced in CRM 2015. They’ve gone largely unchanged since then, but with V9, the components that can be themed have changed a little. Here I highlight what each component colour changes on the screen. Some of you will probably already know if you’ve used themes before, but a few may b
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Programmatically Adding Products to an Opportunity Product Bundle in Dynamics 365
Jordan Hohepa, 25 May 2018
In Microsoft Dynamics 365, Users have the option to create different types of products. These products can be created as standalone products, product families and product bundles. Product bundles are a good way to group related products and sell them together. The screenshot below shows a test bundl
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Troubleshooting Customisation Synchronization Issues with the Dynamics 365 App for Outlook
Miguel Nepomuceno, 24 May 2018
Magnetism recently deployed some customisations to the Appointment form in Microsoft Dynamics 365. One of the changes made were new option set values on an existing option set field called Type. System users use Dynamics 365 with the Dynamics 365 App for Outlook to track Outlook items to Activities
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How to Manage User Roles in Bulk for Dynamics 365
Satyvir Jasra, 23 May 2018
Recently for a project, I was required to manage security roles of several teams and users. Managing roles for each user and/or team can be time consuming and it is easy to make a mistake. Upon doing some research I realized that we can use a tool to manage roles of users and/or teams in bulk. In th
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How to Add Mail Merge Button Back to Command Bar in Dynamics 365
Satyvir Jasra, 22 May 2018
Recently I upgraded Dynamics CRM 2011 to Dynamics 365. However, after the upgrade was done, Mail Merge button was no longer available in the command bar of some views. For example, when I accessed associated Contact records of an Account record, there was no option to select Mail Merge for the
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How to Connect to Microsoft Dynamics 365 Version 9 in C#
Adam Murchison, 21 May 2018
Have you tried to connect to a CRM via C# and gotten the following error: The reason this occurs is because CRM have updated their requirements to connect to their services. The requirement is to set the Security Protocol property to TLS1.2 or (Transport Layer Security Protocol 1.2). You can simply
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Filter N:N Add Existing Lookup Dynamics 365 V9 Supported Code
Paul Nieuwelaar, 17 May 2018
Historically filtering the N:N Add Existing lookup has not been something that we could do in a supported way. It’s been possible to do this using unsupported JavaScript, which originated back in CRM 4.0, and has needed to be rewritten for CRM 2011, CRM 2011 UR12, CRM 2013, and CRM 2016 because of C
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Filtered Lookups in Editable Grids for Dynamics 365
David Mochrie, 16 May 2018
Editable grids are a very convenient way to update data in Dynamics 365. Lookups, and specifically filtered lookups, warrant special attention in editable grids as some of the out of the box behaviour may surprise you. Quick Recap on Filtered Lookups Filtered lookups allow you to display a subset of
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How to Find Which Form Each Dynamics 365 Field is Being Used On
Satyvir Jasra, 15 May 2018
While working on a project, I had to figure out whether if a field was being used on any of the forms or not. If we go through each form and create a list of fields used, it will be very time consuming, and it is easy to make mistakes with this approach. Upon doing some research I figured out that w
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How to Use Dynamics 365 Appointment Form on Outlook Client
Satyvir Jasra, 14 May 2018
Recently, I was setting up Microsoft Dynamics 365 for Outlook for one of our clients. After the setup was completed, one of the users wanted to use Dynamics 365 form while creating an Appointment record. The user was using Outlook 2013. Previously, they were prompted with the Outlook form. By defau
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Workaround for Phone to Case Business Process Flow Errors in Dynamics 365
Satyvir Jasra, 10 May 2018
Recently, I had to modify an out of the box business process flow in Dynamics 365 called Phone to Case. I added another field as a step in one of the stages. The version of Dynamics 365 instance I used was 8.2. After the changes were made, I ran into following issues: The users were getting “Server
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How to Fix Dynamics 365 Quick Create Forms on Google Chrome
Adam Murchison, 09 May 2018
When opening the quick create form it will initially expand and display correctly, however on another attempt the form does not expand and displays as below: This is very frustrating and started occurring on the Google Chrome update number 65. You must clear your cache for you to use this form again
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Opportunity Products Subgrid Issues in Microsoft Dynamics 365 v8.2.1259
Jordan Hohepa, 08 May 2018
At the time of writing this blog, an update for Dynamics 365 Online instance has been pushed with a version number of 8.2.1259. With this update, I found two issues regarding the functionality of the Out of the box Opportunity Products Subgrid’s inline edit view. The first issue would cause the subg
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Trigger Rollup Field Recalculation using Dynamics 365 WebAPI and JavaScript
Dominic Jarvis, 07 May 2018
A common operation that is performed when working with records in Microsoft Dynamics 365 is rollup field recalculation. This is because by default, rollups are only recalculated once every hour. If you have logic that requires you to present the result of a rollup field immediately (for reporting pu
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