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How to Change User Session Timeout Settings in Dynamics 365 Online
Satyvir Jasra, 13 February 2018
In Microsoft Dynamics 365 online, timeout for a user’s session is set to 24 hours by default. This means a user is not required to re-enter their login details for up to 24 hours. However, now we can update these settings based on our requirements. In this blog, I will go through the steps to make s
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Dynamics 365 Online Authenticate with User Credentials
John Towgood, 12 February 2018
Integrating with Dynamics 365 Online is straightforward since it exposes Web API endpoints. But the hardest bit is authenticating since Dynamics 365 Online uses OAuth2.0 as an authentication method, a valid access bearer token issued by Microsoft Azure Active Directory is needed and used in every HT
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Dynamics 365 V9 - SharePoint Integration Now Displays Folders Again
Jared Johnson, 07 February 2018
With the release of the Server-side Sync SharePoint integration with Microsoft Dynamics CRM 2013, one of the features that did not carry over from the list component was displaying of SharePoint folders. If a document folder contained say 4 folders each with its own documents, in the Documents area
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Dynamics 365 V9 JavaScript Web Resource Dependencies
Jared Johnson, 05 February 2018
Prior to the V9 update to Microsoft Dynamics 365, if a JavaScript Web Resource was dependent on another, both had to be added to the forms scripts or on a ribbon button command in the correct order. Forgetting to add a required JavaScript library to the form was one of the most common errors f
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Bookmarklet to Open New View Editor from a Solution in Dynamics 365 v9
Jared Johnson, 10 January 2018
One of the most welcome new features in Dynamics 365 Version 9 is the new view editor, which has improvements over the old view editor such as being able to add and reorder fields via drag and drop. However, it is only available inside the App Editor, which means if you try and edit a view within a
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Setting up Server-Based SharePoint Integration for Dynamics 365 Online
Dominic Jarvis, 19 December 2017
SharePoint is a great place to store files pertaining to records in Dynamics 365, as the storage costs in SharePoint online are much cheaper than the costs for additional storage in Dynamics 365. The Out Of The Box SharePoint integration for Dynamics 365 is also a breeze to set up, and so is an opti
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Introduction to Using Feedback in Dynamics 365
Adam Murchison, 18 December 2017
Why use Feedback? The feedback entity gives the user the ability to store feedback that is provided by contacts/people on a specified entity record. When Would This be Useful? The best way to show how Feedback is useful is to use an example. Let’s say we’ve created an Event Management system with a
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How to Solve Lookup Filtering Issue with Dynamics 365 version 8.2.2.128
Jordan Hohepa, 11 December 2017
The October 2017 Dynamics 365 Service Update 1 for 8.2.2 delivers a load of updates and hotfixes for Dynamics 365 Online Instances. Recently, one of our clients noticed that with this update, some of their Lookup filtering on related records was no filtering correctly. Upon investigation, this issue
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How to Fix Invalid User Authorization Error in Dynamics 365 Upgraded Workflows
Satyvir Jasra, 08 December 2017
Recently, we upgraded a client’s CRM 2011 to Dynamics 365. In CRM 2011 instance, there were some workflows that were using custom workflow activities. However, after the upgrade, we were getting an error in Dynamics 365 saying, “Invalid User Authorization – The user authentication passed to the plat
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How to Fix Microsoft Dynamics 365 App for Outlook Add-In Error
Adam Murchison, 07 December 2017
Have you ever tried to install the Microsoft Dynamics 365 App for Outlook and were faced with the below error? This is not only an un-useful error but does not suggest why this add-in could not start. Never fear, the fix is very simple! This error occurs because of a disabled security feature which
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How to Create a Relationship with Long Schema Names in Dynamics 365
Miguel Nepomuceno, 06 December 2017
When dealing with a system that involves many complex entities, we’re bound to have long entity names in Microsoft Dynamics 365. Longer entity names could be to further modularise separate functionality in the system without compromising the descriptiveness of the entity name. For example, you can h
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How to Change the Panel Header Colour of a Sub-Grid in Dynamics 365
Satyvir Jasra, 01 December 2017
Microsoft released Dynamics 365 July update with many new features and enhancement. One of enhancements that it came with is allowing users to change colour of a sub-grid’s panel header. To change the colour of the panel header is a very easy process and it helps users to have a greater experience b
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Introduction to a new Dynamics 365 Setting - Allow text wrapping in form fields labels and values
Satyvir Jasra, 30 November 2017
Microsoft’s Dynamics 365 July Update includes a new simple, yet very useful setting called “Allow text wrapping in form fields labels and values”. This setting is available in “System Settings” under “General” tab. In this blog, I will be going through what this setting does, and how it change
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How to Make a Business Process Flow Driven Form in Dynamics 365
John Towgood, 28 November 2017
Using Business Process Flow is a good way of walking users through a process step by step. Each Stage contains steps which are just fields necessary to complete the stage. But there are times where displaying only fields for each stage doesn’t offer users clear instructions on what information is ne
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How to Get 30 Day Trial of Microsoft Dynamics 365 for Free
Satyvir Jasra, 24 November 2017
Microsoft allows us to sign up for 30 day Dynamics 365 trial for free. We can do this to test out new and up to date features that Microsoft Dynamics 365 comes with. This also allows us to use the trial instance for development purpose. In this blog, I walk through the steps to get access to Dynamic
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