In Dynamics 365 Online, you can now set the Unified Interface client as the default and only mode for users. In other words, you can completely disable the old classic UI, and force users onto the new UCI. Previously this was not possible, so when users tried to access the default URL, e.g. https:/
Read the full article hereIn April 2019, Microsoft announced a raft of changes to the way Dynamics 365 CRM licensed. One these changes is related to storage. Prior to April 2019, the following was true: • Storage meant data records + files + audit records • 10GB of storage by default •&nbs
Read the full article hereA New Zealand Business Number (NZBN) is a free, globally unique identifier, available to all Kiwi businesses. With an NZBN, it’s faster and easier for businesses to connect and interact, which will save everyone time and money. An NZBN holds all the key information organisations are most often aske
Read the full article hereI’m Nick and I have been working with Microsoft Dynamics CRM for over 10 years. In that time, I have done many data migrations and I have also moved to a new house a few times. There are many similarities between data migration and moving to a new house; I’m going to list a number of lessons I have
Read the full article hereAn overlooked feature of Dynamics 365 is the ability to hide the search box on lookup window for an entity. In this blog, I would like to share how we can do that as it can be used to keep users from searching on look up window if necessary. Let’s use the Account entity as an example: We have a par
Read the full article hereWith recent upgrades to the Dynamics 365 Portal there are a few new options available on the Portal Configuration page. These options can be seen on the left side navigation in the screenshot below. To get to this configuration page you need to navigate to the Dynamics 365 Administration Center, cli
Read the full article hereIn Dynamics 365, Microsoft have introduced the ‘Dynamics 365 App for Outlook’ to replace the old ‘CRM for Outlook’ plugin.Often users will want to track emails from Outlook in their CRM system. The ‘Track’ and ‘Set Regarding’ functionality in Dynamics 365 lets you link your email to an Entity like a
Read the full article hereWith Dynamics 365 v9 Views and Subgrids you can now make each row editable without having to open the record itself. This can be activated for specific Views and Subgrids or at an Entity Level so all Views for a certain Entity become editable. Separate to this, the ability to filter Associated Views
Read the full article hereWhen using PowerApps it is quite easy to work with and refer to individual columns in a collection. For example, if we have a collection of fruit, created using the following code: Collect(Fruit, {ID:“1”, Type:“Apple”, Colour:“Green”}, {ID:”2”, Type:”Lemon”, Colour:”Yellow”},
Read the full article hereIn Dynamics 365 you can select the default view that a Lookup field will display when selecting an existing Lookup value. Along with this you are also able to select which views, if any, a User can select. In D365 v9 however there is an issue that can occur when defaulting the view, which will be de
Read the full article hereWhile working with Leads in a Business Process Flow in Dynamics 365, I had a user decide they needed to edit some information on a recently Qualified Lead. They reopened this Lead, made their change and then tried to close it again only to be presented with the following error: Upon inspecting the l
Read the full article hereOne annoyance I often run into is having to be logged into multiple Dynamics 365 systems at the same time or wanting to be logged in as different users into the same system. This tends to result in having half a dozen different browser instances open which can become a mess. This is where the Multi
Read the full article hereDynamics 365 Version 9 added a largely-requested feature: Multi-select Option Set. While they are supported by most of the functionality of Dynamics 365 now, you will find that when you go to register a plugin step with a Multi-select Option Set as one of the Filtering Attributes or add one to a Pre
Read the full article hereRecently one of our clients ran into an issue with the Dynamics 365 Portals create record functionality. After completing and submitting an insert entity form, a generic error was returned, and the record was not created. This blog shows an example of the issue and how to resolve it. The screenshots
Read the full article hereWith the addition of solutions for Model Driven apps in PowerApps, we are getting replacements for many of the old editors that have barely been updated since CRM 2011 or earlier including the solution editor, form editor and view editor. Funnily enough this is the second time a new view editor has
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