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

How to Find Which Form Each Dynamics 365 Field is Being Used On

Satyvir Jasra, 15 May 2018

While working on a project, I had to figure out whether if a field was being used on any of the forms or not. If we go through each form and create a list of fields used, it will be very time consuming, and it is easy to make mistakes with this approach. Upon doing some research I figured out that w
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How to Use Dynamics 365 Appointment Form on Outlook Client

Satyvir Jasra, 14 May 2018

Recently, I was setting up Microsoft Dynamics 365 for Outlook for one of our clients. After the setup was completed, one of the users wanted to use Dynamics 365 form while creating an Appointment record. The user was using Outlook 2013. Previously, they were prompted with the Outlook form. By defau
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Defining User WIIFM When Implementing Change

Shalane Williams, 11 May 2018

I recently had a discussion with one of our customers about business change and Dynamics CRM and my experiences around that. One of the surprising outcomes of that discussion was around defining WIIFM (What’s In It For Me?) for the user. I realised that all too often, WIIFM is defined at an organisa
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Workaround for Phone to Case Business Process Flow Errors in Dynamics 365

Satyvir Jasra, 10 May 2018

Recently, I had to modify an out of the box business process flow in Dynamics 365 called Phone to Case. I added another field as a step in one of the stages. The version of Dynamics 365 instance I used was 8.2. After the changes were made, I ran into following issues: The users were getting “Server
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How to Fix Dynamics 365 Quick Create Forms on Google Chrome

Adam Murchison, 09 May 2018

When opening the quick create form it will initially expand and display correctly, however on another attempt the form does not expand and displays as below: This is very frustrating and started occurring on the Google Chrome update number 65. You must clear your cache for you to use this form again
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Opportunity Products Subgrid Issues in Microsoft Dynamics 365 v8.2.1259

Jordan Hohepa, 08 May 2018

At the time of writing this blog, an update for Dynamics 365 Online instance has been pushed with a version number of 8.2.1259. With this update, I found two issues regarding the functionality of the Out of the box Opportunity Products Subgrid’s inline edit view. The first issue would cause the subg
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Trigger Rollup Field Recalculation using Dynamics 365 WebAPI and JavaScript

Dominic Jarvis, 07 May 2018

A common operation that is performed when working with records in Microsoft Dynamics 365 is rollup field recalculation. This is because by default, rollups are only recalculated once every hour. If you have logic that requires you to present the result of a rollup field immediately (for reporting pu
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Common Errors When Working with the Dynamics 365 WebAPI

Dominic Jarvis, 04 May 2018

Like anything, the Microsoft Dynamics 365 WebAPI has its quirks. It can be confusing at times, and occasionally does some odd things. I’ve compiled here a short list of some of the more confusing aspects of the WebAPI, to stop you from getting caught out. Request Syntax The request syntax for most r
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Preventing Duplicate Email Signatures in Workflows in Dynamics 365

Jared Johnson, 03 May 2018

When generating emails automatically in Workflows, you often will want to include a signature. It is possible to retrieve the Email Signature entity in a Custom Workflow activity and return the HTML which can be added into the email. While this will appear to work fine if the email is also sent in t
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How to Prevent Creation of Duplicate Records in Dynamics CRM Online

Adam Murchison, 02 May 2018

When using duplicate detection rules, it is not possible to stop creation of a duplicate record, you can still proceed to create the record if you wish. You may wish to prevent creation of a record with the same name for example, this would be done using Alternate keys. WARNING: If you try creating
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JavaScript and the Dynamics 365 WebAPI for Beginners - Associating Records

Dominic Jarvis, 01 May 2018

An action that needs to be commonly performed in Dynamics 365 is associating and disassociating records. These records may be associated via a 1:N or an N:N relationship, and you may want to either create or remove this association. Performing this action via the WebAPI is actually remarkably easy.
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Can't Find Any Apps Error on Dynamics 365 v9 Mobile Client

Satyvir Jasra, 30 April 2018

When a non-admin user tries to access Dynamics 365 through mobile client, by default they have no apps to select. They are shown a message on the home screen which reads: “We can’t find any apps for your role. To check for recently-added apps, select Refresh”. In previous version of Dynamics 365, if
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Testing SLAs for Opportunities in Dynamics 365 - 7 of 7

Colin Maitland, 27 April 2018

↩ Part 6 - Configure Business Logic for SLAs 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 First Respo
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Configure Business Logic for SLAs in Dynamics 365 - 6 of 7

Colin Maitland, 26 April 2018

↩ Part 5 - Using Multiple SLAs for Opportunities in Dynamics 365 In this article I will describe some business logic that needs to be implemented for Opportunities for the effective operation of the Opportunity related SLA described in this series. Configure Opportunity Business Logic For this scena
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Using Multiple SLAs for Opportunities in Dynamics 365 - 5 of 7

Colin Maitland, 25 April 2018

↩ Part 4 - Configure Forms and Views for SLA KPIs in Dynamics 365In this article I will demonstrate how to configure a Service Level Agreement (SLA) for Opportunities with multiple SLA Items based on the SLA KPIs previously described in this series. Configure an SLA and Related SLA Items for Opportu
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