Dynamics 365 Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Common Errors When Working with the Dynamics 365 WebAPI

Dominic Jarvis, 04 May 2018

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
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Preventing Duplicate Email Signatures in Workflows in Dynamics 365

Jared Johnson, 03 May 2018

When 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
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How to Prevent Creation of Duplicate Records in Dynamics CRM Online

Adam Murchison, 02 May 2018

When 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
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JavaScript and the Dynamics 365 WebAPI for Beginners - Associating Records

Dominic Jarvis, 01 May 2018

An 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.
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Can't Find Any Apps Error on Dynamics 365 v9 Mobile Client

Satyvir Jasra, 30 April 2018

When 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
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Testing SLAs for Opportunities in Dynamics 365 - 7 of 7

Colin Maitland, 27 April 2018

↩ 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
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Configure Business Logic for SLAs in Dynamics 365 - 6 of 7

Colin Maitland, 26 April 2018

↩ 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
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Using Multiple SLAs for Opportunities in Dynamics 365 - 5 of 7

Colin Maitland, 25 April 2018

↩ 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
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Configure Forms and Views for SLA KPIs in Dynamics 365 - 4 of 7

Colin Maitland, 24 April 2018

↩ 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
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Configure SLA KPIs for Opportunities in Dynamics 365 - 3 of 7

Colin Maitland, 23 April 2018

↩ 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
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Using MultiSelect Option Set field to Hide Navigation Items in Dynamics 365

Satyvir Jasra, 20 April 2018

Dynamics 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
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How to Configure SLAs for Opportunities in Dynamics 365 - 2 of 7

Colin Maitland, 19 April 2018

↩ 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
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Tips for Creating Interactive HTML Web Resources in Dynamics 365

Dominic Jarvis, 18 April 2018

HTML 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),
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Overview of SLAs for Opportunities in Dynamics 365 - 1 of 7

Colin Maitland, 17 April 2018

In 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
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Setup Inactivity Timeout in Microsoft Dynamics 365 Online

Satyvir Jasra, 16 April 2018

In 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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