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

How to Create a Microsoft Dynamics 365 Trial Portal

Jordan Hohepa, 13 April 2018

Web Portals are a great way to provide information about your business, generate leads or even provide support for your customers. Dynamics 365 offers a web portal which is integrated with your Dynamics 365 instance if you have a Dynamics 365 Enterprise Subscription. If you do not have this subscrip
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How to Fix Error When Qualifying a Lead in Dynamics 365

Adam Murchison, 12 April 2018

Have you ever pressed ‘Qualify’ on a lead and been greeted with the below error in Dynamics 365? Intrigued, you press ‘Download Log File’ and are presented with text such as: <s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/"><s:Body><s:Fault><faultcode>s:Client&
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How to Trigger JavaScript on an Editable Grid in Dynamics 365

Adam Murchison, 11 April 2018

Editable grids are an awesome new feature within Dynamics 365, if you haven’t had a chance to play around with them then I suggest you do. Also, check out my blog: Introduction to Editable Grids in Dynamics 365. Inside the editable grid the JavaScript on the main form is not mimicked within. To app
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How to Fix the Connections Lookup Error in Dynamics 365 Version 9.0.1.510

Adam Murchison, 10 April 2018

In this version of Dynamics 365 there is a bug when you click on the lookup icon on a connection form. The error that occurs is: Where the field changes depending on the lookup you press. This is a bug in Dynamics 365 and is due to four functions missing in the Connection_main_system_library.js.THE
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Performing Organization Requests from C# for Dynamics 365

Dominic Jarvis, 09 April 2018

In Dynamics 365, you may want to perform an Organization Request in a piece of custom code in order to trigger an Action, or perform an undocumented SDK operation. When attempting to do this from JavaScript, this can be a lengthy process which involves building a SOAP request and then posting to the
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Triggering Scheduled Azure WebJobs via a Dynamics 365 Web Hook

Jared Johnson, 06 April 2018

Web Hooks were introduced in Dynamics 365 V9. In the documentation for Web hooks, it is recommended to use them with Azure Functions, but what if you have existing Azure WebJobs? For example, WebJobs that are designed as a scheduled service to run complex rollup calculations on recently updated reco
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How to Use Special Characters in HTML Web Resources in Dynamics 365

Dominic Jarvis, 05 April 2018

When creating content for web pages there are a bunch of readily available resources in the form of special characters that can easily be used for creating formulae, more interesting text, or scalable graphics. These characters are included in the font-sets, so are generally safe to use on different
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Set Focus to First Field on Form in Dynamics 365

Dominic Jarvis, 03 April 2018

Time was, when creating a record , the first field on the form was the one that the focus was set to. Now, in Dynamics 365 the focus is set to the first mandatory field on the form . For people that are used to using forms as they have been in CRM, this can be quite the annoyance. Fortunately,
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Migrating Personal Dashboards and Charts using Impersonation in Dynamics 365

Jordan Hohepa, 28 March 2018

Personal Charts and Dashboards can be created in Dynamics 365 systems which allow Users to view their data in a format they create. These charts and dashboards are different from system defined versions in that they are only available to the creator/owner and users they decide to share them with. Un
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Increase Metadata Field Size in SSIS Toolkit

Zoe Sands, 26 March 2018

I have been working on an upgrade from CRM on-premise to CRM online, which requires us to migrate data from the on-premise system into online using the SSIS Toolkit. During the migration, I received the following error: The input value for 'address1_stateorprovince' field (or one of its related fiel
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Easily Capture Media from the Dynamics 365 Mobile and Tablet Apps

Jasper Marri, 23 March 2018

If you are a salesperson who is out in the field with the Microsoft Dynamics 365 Mobile and Tablet App, you can easily capture video, photos and audio in your Dynamics 365 system using the on-device camera and microphone. This blog explains how you can easily capture video, photos, and audio by crea
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Dynamics 365 Under the Hood - Matching Email Addresses to Records

Roshan Mehta, 22 March 2018

For those of you tracking emails in the Outlook Client, or using the Email Router or Server-Side Sync to copy emails into your CRM system, you may have wondered how Dynamics 365 matches email recipients to different records. This blog provides an overview of what happens under the hood. The EmailSea
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Recreate Personal Views as System Views with Impersonation in Dynamics 365

Jordan Hohepa, 21 March 2018

Views can be created as both system and personal views. The former will be available to all Users who have permission to view the entities and the latter will be available to the owner and anyone who it is has been shared to. This blog will focus on a simple way using a console application to conver
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GrantConfigDBDatabaseAccessAction Error When Installing Dynamics 365

Zoe Sands, 20 March 2018

During a recent install of Dynamics 365 I had this error pop up. This was caused because we had left SQL Server Management Studio while performing other set up tasks. To continue from this error, you need to close SQL Server Management Studio and then click on the Retry button to resume the install
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