After an upgrade of a Dynamics 365 instance from v8.2 to v9, many users reported an issue where the Dynamics 365 was not loading, or it was loading the pages very slowly. The users were trying to access Dynamics 365 on web client. The solution to this problem was to clear the browser cache of the af
Read the full article hereIn Microsoft Dynamics 365, you might need to make a copy of Production for investigating and/or testing purposes. If you log a ticket with Microsoft they may require you to make a copy of Production to a Support instance for them to investigate. This blog will provide the steps on how to make a copy
Read the full article hereTo disable a user in Dynamics 365 online, we can remove their Dynamics 365 licences on Office Admin Centre. However, we recently had an issue where we removed all the licences for a user that included Dynamics 365 in Product licenses list and yet the user was still enabled in Dynamics 365 instances
Read the full article hereIn part one of this article, I described my experience of a “not enough memory to complete this operation” error I encountered in Power BI desktop. In this part, I will describe the cause and resolution for this issue. The cause of the issue was actually the formula used for generating the Sequentia
Read the full article hereIn this article I will describe a “Failed to save modifications to the server … not enough memory to complete this operation” error I encountered in Power BI desktop and how this issue was resolved. The Power BI Data Model included a Referred Contact dimension table, Referrals fact table and a
Read the full article hereThe new(ish) Unified Interface for Dynamics 365 Customer Engagement comes with a whole stack of nice features. One of these is the calendar control. This has of course been around in the tablet and phone clients for a while now, but now we have the Unified Interface, I decided to take a closer look
Read the full article hereIn Dynamics 365 v9 both views and subgrids now have the option to become editable. When the option for editable grids has been enabled, the fields of the records can be edited from the view itself, so Users no longer have to enter each record individually. Views can be made editable from the view cu
Read the full article hereIn Dynamics 365, you can add or remove onload events from a sub-grid by referencing functions by name. The two examples below show how this is done. Xrm.Page.getControl("mag_mygrid").addOnLoad(myMethod); Xrm.Page.getControl("mag_mygrid").removeOnLoad(myMethod) Because the addOnLoad and removeOnLoad
Read the full article hereThe Issue: You may have noticed when creating Business Process Flows (BPF) in PowerApps from your own Entities that they don’t always show up in the dropdown box in the ‘create new’ wizard. This is because by default you are not able to create BPF’s from a custom Entity, you must first enable it you
Read the full article hereA while back we had a client who decided to utilize Record Create and Update Rules (RCUR) in their CRM solution. This required us to make them approximately 30 RCURs, one for each queue they had in the system. Recently we have had some changes to make, rather than deploying the old solution with all
Read the full article hereThis blog will give you a brief introduction to the Microsoft 365 and Dynamics 365 Admin Centers and some of their features. In order to access the Admin Center, you will require admin permissions. There are several admin roles which allow access to the Admin Center e.g. Global Admin, Dynamics 365 S
Read the full article hereWhen you are working with multiple environments such as Development, UAT and Test in Dynamics 365, it’s easy to get confused about which environment you are in. You might make changes or deploy to the wrong environment. A simple approach to mitigate this risk is to have different themes for each env
Read the full article hereWe noticed an interesting issue when revising Quotes in Microsoft Dynamics 365, where the Status Reason of the revised Quote was set to something other than “Revised”. Through our normal troubleshooting, we checked to see if there were any plugins, synchronous workflows, or other logic in the syste
Read the full article hereIn a previous blog, I showed how to create Service level agreements (SLAs) in Microsoft Dynamics 365. In this blog, I’ll cover using Customer Service Schedules & Holiday Schedules in with the SLA. Suppose a client (Frosty Ltd.) logged a high priority case on Saturday to XYZ help desk which has a
Read the full article hereA customer recently upgraded to Dynamics 365 v9 and encountered this strange form issue with Marketing Lists. When viewing an existing Marketing List record, there are multiple subgrids on the form (screenshots in the next page of this doc). Upon investigating these subgrids it looks like there are
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