Like anything, the Microsoft Dynamics 365 WebAPI has its quirks. It can be confusing at times, and occasionally does some odd things. I’ve compiled here a short list of some of the more confusing aspects of the WebAPI, to stop you from getting caught out. Request Syntax The request syntax for most r
Read the full article hereWhen generating emails automatically in Workflows, you often will want to include a signature. It is possible to retrieve the Email Signature entity in a Custom Workflow activity and return the HTML which can be added into the email. While this will appear to work fine if the email is also sent in t
Read the full article hereWhen using duplicate detection rules, it is not possible to stop creation of a duplicate record, you can still proceed to create the record if you wish. You may wish to prevent creation of a record with the same name for example, this would be done using Alternate keys. WARNING: If you try creating
Read the full article hereAn action that needs to be commonly performed in Dynamics 365 is associating and disassociating records. These records may be associated via a 1:N or an N:N relationship, and you may want to either create or remove this association. Performing this action via the WebAPI is actually remarkably easy.
Read the full article hereWhen a non-admin user tries to access Dynamics 365 through mobile client, by default they have no apps to select. They are shown a message on the home screen which reads: “We can’t find any apps for your role. To check for recently-added apps, select Refresh”. In previous version of Dynamics 365, if
Read the full article here↩ Part 6 - Configure Business Logic for SLAs 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 First Respo
Read the full article here↩ Part 5 - Using Multiple SLAs for Opportunities in Dynamics 365 In this article I will describe some business logic that needs to be implemented for Opportunities for the effective operation of the Opportunity related SLA described in this series. Configure Opportunity Business Logic For this scena
Read the full article here↩ Part 4 - Configure Forms and Views for SLA KPIs in Dynamics 365In this article I will demonstrate how to configure a Service Level Agreement (SLA) for Opportunities with multiple SLA Items based on the SLA KPIs previously described in this series. Configure an SLA and Related SLA Items for Opportu
Read the full article here↩ Part 3 - Configure SLA KPIs for Opportunities in Dynamics 365 In this article I will demonstrate how to configure the forms and views for SLA KPI Instances and Opportunities for displaying the SLA and SLA KPI Instance information. Configure SLA KPI Instance Quick View Forms for use on Opportunitie
Read the full article here↩ Part 2 - How to Configure SLAs for Opportunities in Dynamics 365 In this article I will demonstrate how to configure the three custom SLA KPIs described in the previous two articles for Opportunities. Configure SLA KPIs for Opportunities Add the following three 1:N (one-to-many) Relationships from
Read the full article hereDynamics 365 July Update includes a new attribute type called “MultiSelect Option Set”. It is like the existing “Option Set” attribute type, except now a user can make multiple selections. We can use this to let the users select which items are available in the navigation area for a specific record
Read the full article here↩ Part 1 - Overview of SLAs for Opportunities in Dynamics 365 In this article I will demonstrate how to configure the Opportunity entity in Microsoft Dynamics 365 for Service Level Agreements (SLAs). Configure the Opportunity Entity Enable the Opportunity entity for SLAs. The ‘Enable for SLA’ option
Read the full article hereHTML Web Resources can be a super handy way to add additional functionality to a form, whether this is to add information from an outside source, or to add (what amounts to) a custom control to the form. Due to the flexibility of HTML (and the CSS and JavaScript that is inevitably bundled with it),
Read the full article hereIn this series I will demonstrate how to enable Opportunities for Service Level Agreements (SLAs), configure multiple SLA KPIs, and create a Service Level Agreement (SLA) with multiple SLA Items for use with Opportunities. This series will also demonstrate a limitation when some the SLA KPIs on the
Read the full article hereIn Microsoft Dynamics 365 online, we have the option to set up an inactivity timeout, which automatically logs the user out of CRM after a certain period of time. The setup process is quite easy and in this blog, I will go through the steps to make such changes. In Dynamics 365 online instance, go t
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