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How to Make Custom Cascading Properties Without a Parental Relationship in Dynamics 365
Dominic Jarvis, 15 October 2017
When customising entities and their relationships in Microsoft Dynamics 365, there may be a time that you want to create a cascading relationship for an entity, to allow the cascading of properties such as ownership, or to delete child records when the parent record is deleted. This is most commonly
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Getting Wrong Tooltip Information for Subgrids in Microsoft Dynamics 365
Dominic Jarvis, 14 October 2017
Grids are used almost everywhere in Microsoft Dynamics 365, from the main entity view, to associated grids on forms. Generally, when using grids in Microsoft Dynamics 365, a user will hover over the cell of a grid to try get more information from a field – which is particularly helpful when column
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How to Create Email Signatures in Microsoft Dynamics 365
Satyvir Jasra, 14 October 2017
Microsoft Dynamics 365 comes with a feature to let users set their own Email Signature. Setting up a new signature is a simple process. In this blog, I will walk through the necessary steps to create a new email signature and how you can use it. 1. Once you have logged into Dynamics 365, click on th
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How to Setup Relevance Search in Microsoft Dynamics 365
Arpit Malhotra, 13 October 2017
Microsoft Dynamics 365 search results can be enhanced by using Relevance Search feature that can bring the results faster in a single list sorted by relevance. This feature can be enabled by following the below steps by an Administrator or a System Customizer: Step 1: In Dynamics 365 go to Set
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How to Use Enable Rules in Dynamics 365 with the Ribbon Workbench
Adam Murchison, 13 October 2017
Using Enable Rules in Dynamics 365 with the Ribbon Workbench By Adam Murchison Using the Ribbon Workbench made by Scott Durow facilitates editing and adding additional features to the Ribbon within Microsoft Dynamics 365. This blog will provide simple tips and tricks specifically with the enable rul
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How to Manage, Troubleshoot and Monitor Dynamics 365 Using Microsoft Flows
Arpit Malhotra, 12 October 2017
Microsoft Flows offers a great deal in not only automating your basic business requirements in Microsoft Dynamics 365 but also managing them very efficiently in your PC or with the Microsoft Flows iOS or Android mobile app. This blog covers a few tips which could help you in operating your flows fo
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How to Create Test Cases for Microsoft Dynamics CRM with XMind
Megha Kainth, 12 October 2017
Test Cases are a set of conditions, pre-requisites, actions and expected results. Preparing Test cases is an essential activity performed by a Software Tester. Formation of Test Cases involves a detailed study of the Requirements document. Software Testers usually spend a lot of time writing Test Ca
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How to Set a User Lookup Field to the Current User Using a Workflow Process in Microsoft Dynamics 365 - Part 1
Colin Maitland, 11 October 2017
In this article, I will demonstrate how to configure a Workflow Process to set any User Lookup field to the Current User. The techniques demonstrated in this article also apply to the use of Dialogue Processes and Actions.In part two of this article I will provide additional important information th
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A Quick Overview of Relevance Search in Microsoft Dynamics 365
Arpit Malhotra, 10 October 2017
Relevance Search is a great feature that helps you perform a global search in Microsoft Dynamics 365 Online, similar to Google search. The search can be performed on multiple entities without building any search queries. The search data is sorted by relevance in a single list upon its return. It ca
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How to Customise Excel Reports Using Macros, Visual Basic, and Select All Sheets
Satyvir Jasra, 09 October 2017
Recently for one of my projects, I was required to create an Audit Report which showed all the mandatory fields within the client’s Microsoft Dynamics 365 environment. Upon doing some research, I figured out that “Metadata Document Generator” tool from http://www.xrmtoolbox.com/ can be used to gener
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How to Display Informative Errors from ASP.NET Web API in Dynamics 365
Dominic Jarvis, 09 October 2017
When developing a Web API to interact with Dynamics 365, the model of interaction may be like so: Plugin performs logic, makes call to Web API (GET, PUT, POST, etc.) -> Web API receives data, performs logic, sends response to Plugin -> Plugin receives response and performs logic with it. Howe
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How to Use Vector Format (SVG) File as a Web Resource in Dynamics 365
Satyvir Jasra, 08 October 2017
Microsoft Dynamics 365 July Update allows us to add new types of Web Resources, and one of those new types is Vector Format (SVG). In this blog I will talk about why this is a good news for Developers and how easy it is to change the dimensions of an SVG file. For those who are not familiar w
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Introduction to Rollup Views in Microsoft Dynamics 365
Satyvir Jasra, 08 October 2017
Microsoft Dynamics 365 includes a feature called Rollup views, which allows users to view Activities of child record from its parent record. Until now, associated activities of custom entities were not rolled up to the related parent record. In this blog, I will walk through the steps to accomplish
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How to Use Task Flows to Help Your Mobile Workforce Manage Micro Processes in Dynamics 365
David Mochrie, 07 October 2017
Introduction In order to be successfully adopted, CRM systems have to be simple to use. One way to achieve this is to map business processes into CRM. Over the past few years, one way of doing that was business process flows (BPFs). BPFs are very useful for representing processes that could take day
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How To Use JavaScript for Editable Grids in Dynamics 365
Satyvir Jasra, 07 October 2017
Editable Grid is a custom control that was released for Microsoft Dynamics 365. It basically gives users the ability to update records from a view without the need of opening form. We are also able to register the events to run our custom JavaScript logic. In this blog, I will go through the type of
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