Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

How to Export and Import Themes in Dynamics 365

Satyvir Jasra, 06 August 2018

In Dynamics 365, themes are not solution aware. Most of the time we need to recreate the custom theme for each instance. However, there is a way to export the theme from one instance and then import it back to another instance. By doing so, we can save a lot of time when it comes to keeping the sam
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Dynamics 365 Open Lookup in New Window

John Towgood, 03 August 2018

The default behaviour when a user clicks on a lookup field in Dynamics 365, is that it opens the record in the same window. In some scenarios this behaviour is not ideal since users may want to open related lookup records in another window to view more information to assist in populating fields in t
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Automatically Apply Discounts to Quotes And Orders in Dynamics 365

Colin Maitland, 30 July 2018

In the second part of this three-part series I will describe three methods by which a discount can be automatically or manually applied to Quote/Order Products. Quote/Order Products have the following fields that may be used to apply a discount: •Manual Discount Amount: Is a manually applied dollar
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Adding Manual Discounts to Quotes and Orders in Dynamics 365

Colin Maitland, 27 July 2018

In the first part of this three-part series I will describe two methods by which a discount can be manually applied to a Quote/Order in Microsoft Dynamics 365. Orders and Quotes have the following fields that may be used to apply a discount: • Discount Percent: Is a manually applie
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Connecting a Bot Framework Bot to Cortana as a Skill

Jordan Hohepa, 25 July 2018

Microsoft’s Bot Framework allows developers to easily create and deploy bots to many different channels, one of which being a Cortana channel. Once your bot has been developed and is ready to publish, you can make this available for use by Cortana as a ‘Cortana Skill’. You can find more information
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Chart Subgrid Label Not Being Set in a Dynamics 365 Dashboard

Satyvir Jasra, 24 July 2018

While adding charts to a dashboard, I came across an issue where I couldn’t change the properties of a chart in a dashboard. The reason I couldn’t update the properties was that the Label field was not populated. This is a required field, which is automatically set when we add the chart in the dashb
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Why Learning to Code Can Make You a Better Tester

Harshani Perera, 23 July 2018

As a tester, you most likely have heard that ‘Programming knowledge is not a requirement to be a tester’. That’s true. However, it could make you a better tester. Like me, you may have read articles on the benefits of knowing a programming language for testing. However, I was not fully convinced unt
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Business Required Asterisks on Opposite Sides in Dynamics 365 V9

Jordan Hohepa, 19 July 2018

With Dynamics 365 v9 being available there have been a few noticeable changes to the User Interface as you can see in the screenshot below. One of the more noticeable differences can be seen when comparing the ‘Account Name’ field and the ‘Phone’ field below. Both fields are set as business required
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The Seven Principles of Software Testing

Harshani Perera, 18 July 2018

Principles are rules or values that have been proven over time that provide a foundation for how something works or occurs. Similar to the Principles of Physics or the Principles of Law, Software Testing also consists of principles that have stood the test of time over the past 40 years. I decided t
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Workaround for Command Bar Rendering Issue in Dynamics 365

Satyvir Jasra, 17 July 2018

We’ve seen an issue where the command bar was not showing on the form a record was opened in new window. This was a custom entity and version of Dynamics 365 we used was 8.2.0.749. There are two workarounds to solve this issue. Option 1 In the navigation area displays the Area Name in which the enti
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Ten Strategies to Increase CRM User Adoption

Shalane Williams, 16 July 2018

“We’ve decided to implement Dynamics CRM in our business. We believe it will improve what we do. Full training will be provided.” I hope that this isn’t the usual communication provided by businesses when making the decision to use CRM. I would like to think there’s a bit more fanfare and excitement
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Using fetchXml with Xrm.WebApi.retrieveMultipleRecords in Dynamics 365 V9

Jared Johnson, 12 July 2018

Dynamics 365 V9 includes the new Xrm.WebApi helpers that allow you to access the Dynamics 365 Web API without having to create your own requests. The Xrm.WebApi.retrieveMultipleRecords method allows you to easily retrieve records, but the examples on MSDN only demonstrate how to use this using the O
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Custom SharePoint Integration with Microsoft Flow and Dynamics 365

Dominic Jarvis, 11 July 2018

SharePoint is a fantastic way to store documents and other files related to records in Dynamics 365. For one thing, the pricing for using storage in SharePoint is next to nothing compared to the price for the same amount of storage if purchased as database storage for Dynamics 365. Which is no surpr
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How to Fix a Failed to Upgrade Async Operation Records Error

Arpit Malhotra, 29 June 2018

Recently, while working on an upgrade from Microsoft Dynamics CRM 4.0 to Dynamics 365, I came across the below error while importing the CRM 4.0 organization database into CRM 2011: The error was resolved by obtaining the errored GUIDs of the workflow instances (system jobs) from the MSCRM error lo
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Complex SLA 7 - Testing Complex Custom SLA Instances in Dynamics 365

Colin Maitland, 28 June 2018

↩ Part 6 - Configure SLA Instance Business Logic in Dynamics 365 In this article, the final article, in this series I will describe how I tested the SLA and demonstrate the results of a basic test. The results show that although each of the SLA KPIs are started and stopped when required, the Applica
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