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How to Create and Share Personal Views in Microsoft Dynamics 365
Adam Murchison, 14 September 2017
Customizing views is a simple task but it is highly important. Views efficiently display data to the user when they are used correctly. Views are important so the user is able to see all relevant information and they allow the user to select the view that displays the data they need to see, hiding
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How to Restart SLAs for Reopened Cases in Dynamics 365
Zoe Sands, 13 September 2017
However, you choose to use cases in Dynamics 365, the use of SLAs is very useful for managing and ensuring all cases are resolved and closed in a timely manner. But, if you ever have to reopen a case for whatever reason the SLA will not automatically be restarted. This means that if your users reope
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What are the Advantages of Using Child Workflows in Dynamics 365
Dominic Jarvis, 12 September 2017
What are Child Workflows? Child workflows are workflows that can be started by another workflow or dialog. They are useful for a number of reasons, but are particularly useful for abstracting logic so that it can be used in different areas, or to isolate a particular process.To provide an example, t
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How to Create a Personal Dashboard in Dynamics 365
Dominic Jarvis, 11 September 2017
For those that have just started learning Dynamics CRM, the information presented can be a bit overwhelming at times. Dashboards are a convenient interface to the CRM system, with commonly accessed information available for quick reference, and links in the charts, lists and diagrams providing a qu
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Best Practices of Workflow Structure for Microsoft Dynamics 365
Adam Murchison, 11 September 2017
This blog is going to help the reader to create workflows with the best, most desirable structure. This will allow the workflow to be easily readable, modifiable, and shows the user when their workflow stops or has errors specifically within the workflow. To show the best practices while creating a
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Adding Attributes To a Many-to-Many Relationship in Microsoft Dynamics 365
Dominic Jarvis, 08 September 2017
Why would I Want to Do This? This last week I’ve been experimenting with more of the features present in Dynamics 365. I ran across an issue when I was creating an Event Management scenario. A brief overview of my scenario: A company wanted to manage multiple events, which contacts can register for.
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What To Do With a Dynamics 365 Lookup OnChange Event Error
Arpit Malhotra, 06 September 2017
I recently came across an odd JavaScript error for the onChange event of a lookup field in Dynamics 365. Apparently, removing the lookup item from the field works fine if it’s being removed directly from the form, however, when removing it from the ‘Look Up Record’ dialog box (see below), a JavaScri
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What to do when reminders are missing for appointments synchronized from Dynamics 365
David Mochrie, 05 September 2017
Appointment in Outlook will be allocated a reminder time based on the user’s Outlook personal options:This means that they then pop up in the user’s Outlook as a reminder, the specified time before the appointment starts:This is really useful. The user doesn’t miss the appointment, and is able to us
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Be Careful when Configuring Security Roles for Business Process Flows in Dynamics 365
Roshan Mehta, 04 September 2017
Microsoft Dynamics 365 introduces a fancy new editor for Business Process Flows. Although it looks slick and provides a visual representation of your processes, there is a fundamental problem with the new designer with regards to Security Roles. To illustrate the issue, I will be comparing the desig
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Gotchas with Dynamics 365 Record Creation and Update Rules
Zoe Sands, 31 July 2017
Working with Dynamics 365 Record Create and Update Rules (RCUR) can be a useful user friendly way of creating workflows based on items that are added to a Queue. Here are some things I found helpful when developing a set of RCURs for a project.1. If you rename a RCUR step, the back
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Dynamics 365 Form Editor Button Opens a Different Form
Jordan Hohepa, 26 July 2017
Recently one of our clients had a situation where the Form Editor button would only open the main form. The client had just updated to Dynamics 365 and had stated that this issue had never happened with their previous version of CRM. While investigating this issue, I found that this was OOTB behavio
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Video Overview of Dynamics 365 Email Engagement
David Mochrie, 24 July 2017
As part of the suite of features in the new Relationship Insights module in Dynamics 365, Email Engagement allows users to get further insight into how their customers are engaging with outbound emails from Dynamics 365.In this demo, we give a short overview of Email Engagement and how you can use i
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Useful Dynamics CRM 2016 Web API Queries - Part 1
John Towgood, 21 July 2017
Web API is a new platform feature of Dynamics CRM 2016 that exposes CRM data over OData (Open Data Protocol). Web API offers REST based endpoint which can be used across a wide variety of programming languages, platforms, and devices. Since Web API is intended to replace existing SOAP base endpoint
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How to Add a Sub Grid Search Box to a Dynamics CRM 2016 Quick View Form
John Towgood, 19 July 2017
Using a Quick View Form on a record in Dynamics CRM is a good way to view information about a related record. Fields can be added to the Quick View Form and sub grid to associated records. There are times when a sub grid contains many records and to search the records you can enable the Search funct
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