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Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 2
Colin Maitland, 26 October 2017
In Microsoft Dynamics 365 for Sales or Service, the first-time activation of a Business Process Flow causes a corresponding Business Process Flow instance specific entity to be created. In this article, Part 2, I will provide more information about the ‘Lead to Opportunity Sales Process’ entity Rela
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How to Insert Dynamic Tables into Workflow Created Emails in Dynamics 365
Jordan Hohepa, 26 October 2017
Recently for a project I was a part of, one of the requirements given was to insert a table with dynamic values into an email in Dynamics 365. The email this table was being inserted into was being created within an existing workflow using the “Create Record” step for the ‘Email’ entity. The screens
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How to Set a User Lookup Field to the Current User using a Workflow Process in Microsoft Dynamics 365 - Part 2
Colin Maitland, 25 October 2017
In my previous article, I demonstrated how to configure a Workflow Process to set any User Lookup field to the Current User using the standard Modified By field to set a custom field named Last Updated By. In this article, I provide additional important information that you should be aware of. Real-
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Overview of Auto Capture Feature in Microsoft Dynamics 365
David Mochrie, 24 October 2017
As part of the suite of features in the new Relationship Insights module in Microsoft Dynamics 365, Auto capture displays work related emails in Dynamics 365 by enabling access to your email in Microsoft Exchange. In this demo, we give a short overview of Auto capture.
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Sending Web Requests to a REST API from a Microsoft Dynamics 365 Plugin
Jordan Hohepa, 21 October 2017
Recently I was tasked with developing a plugin that would send information from Microsoft Dynamics 365 to a REST API. Originally, I had developed this plugin in an on-premise environment, which caused issues for when I eventually needed to move it to an Online instance. I will discuss more on this s
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Excel Template Gotcha in Microsoft Dynamics 365
Roz Millar, 21 October 2017
I recently needed to create an Excel template for a customer. My scenario:The template was to be based on appointments that were ‘Regarding’ a specific record type . It needs to group the time spent on each of the appointments based on a value from the regarding record.Customer has Microsoft D
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Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 1
Colin Maitland, 20 October 2017
In Microsoft Dynamics 365 for Sales or Service, the first-time activation of a Business Process Flow causes a corresponding Business Process Flow instance specific entity to be created.In this article, Part 1, I will use the out-of-the-box ‘Lead to Opportunity Sales Process’ Business Process Flow to
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How to Display Image Saved Using Pen Control on Web Client In Dynamics 365.
Satyvir Jasra, 20 October 2017
Microsoft Dynamics 365 comes with a feature called “Pen Control”, which allows the users to directly draw and add a signature in Dynamics 365 App. But there are some limitations. The user has the ability to draw and input a signature only on mobile client, not web client. Also, on mobile client a sa
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How to Refresh Main Entity Views for an Entity in Dynamics 365
Dominic Jarvis, 19 October 2017
In Microsoft Dynamics 365, there may be an occasion that you need to refresh the Main view for an entity programmatically. For instance, if you are performing a custom process on a record from the view, and want the view to update automatically to reflect this as soon as the process has completed.
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How to Filter Lookups by Related Records in Dynamics 365
Dominic Jarvis, 19 October 2017
In Microsoft Dynamics 365 when designing lookups on forms, it may be that you only want the user to be able to select certain records. An example of the sort of functionality I mean is the Primary Contact field on an Account. Out of the box, this field filters contacts so that the user can only sel
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Microsoft Dynamics 365 July 2017 Update - Not In Queries for Views and Advanced Find
David Mochrie, 18 October 2017
The single most requested feature in Microsoft Dynamics 365 on Microsoft Connect, and now on the Microsoft Ideas site, is to have ‘Not In’ queries for views and advanced find. For example: Accounts with no ContactsContacts with no CasesAccounts with no Opportunities Previously, it has been possible
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What to Look Out For When Connecting Facebook Lead Ads with Dynamics 365 using Zapier
Miguel Nepomuceno, 18 October 2017
Zapier is a web-based service that allows end users to integrate multiple web applications. By establishing connections called Zaps, users can connect various applications, as well as automate various tasks across 750+ apps. This blog will cover what to look out for , including considerations and li
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How to Override Price per Unit for Product on Opportunity in Dynamics 365
Dominic Jarvis, 18 October 2017
When configuring the product catalogue in Dynamics 365, you may encounter a situation where you need to have variable prices for a small number of products, but don’t want to create individual price lists for these products. This may especially be the case where these products are sold at variable
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How to Get the Time Zone Value from Dynamics 365 to SSRS Reports
Adam Murchison, 15 October 2017
If you’ve ever written custom SSRS Reports then you’ll know the difficulty of converting from UTC to your users desired time zone. There are two ways of retrieving a date field from Dynamics 365 and each way returns a different time-zone. One way is using mag_dateField.Value, this is the user local
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