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Importing Data to Power BI
Jordan Hohepa, 24 May 2017
Recently I was fortunate enough to participate in a workshop focused on Microsoft’s analytics service, Power BI. This blog will be the first in a series of blogs describing my experiences with Power BI. In this blog, I will focus on importing data into the Power BI desktop version. The remainder of
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How to Create Dynamics 365 Notes from OneDrive using Microsoft Flows
Arpit Malhotra, 19 May 2017
Microsoft Flow service helps you to create and manage automated workflows between your favourite applications and services that help you work smarter and be more productive. It empowers your ability to trigger workflows at the tap of a button, turn the flows off anytime, monitor to see where it fail
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Auditing Automatically Disabling with Unmanaged Solution Deployment in Dynamics 365
Jordan Hohepa, 17 May 2017
Recently while attempting to view audit data I was surprised to see that values in the "New Value" column had been replaced by a weird symbol, which can be seen in the screenshot below. I found that it was a common problem which would occur when auditing had been turned off. After checking and confi
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Create a Quick Button to Assign Members of a Marketing List in Dynamics 365
Jordan Hohepa, 12 May 2017
Recently one of our clients had a situation with Dynamics 365 Marketing Lists where they wanted the ability to select and then assign Marketing List Members to themselves or to other users. As this functionality is not provided out of the box in Dynamics CRM I attempted a few workarounds before fina
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New Zealand Post Auto-complete in Dynamics 365
John Towgood, 10 May 2017
The auto-complete control is a great feature in Dynamics CRM 365 to display a list of suggested text values as you type. In older Dynamics CRM versions, unsupported JavaScript or a web resource would have been required to achieve this Auto-complete functionality. The following steps demonstrate how
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Restarting Record Creation and Update Rules in Dynamics 365
Roshan Mehta, 08 May 2017
We’ve recently worked on a large Case management system for a client, which uses Record Creation and Update Rules in Dynamics 365. The basic configuration of the client Dynamics CRM system is as follows: 1. Multiple Queues and corresponding mailboxes with email addresses2. &nb
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Getting the localized field name based on a user preferred language in Dynamics 365
Zoe Sands, 05 May 2017
Using localized fields to display product records in Dynamics CRM is a good way to make your Dynamics 365 system language independent and user friendly. But what if you also want to use those localized names to set the name of another custom entity using a plugin that looks up to these products? In
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How SLA KPI Instance Statuses work in Dynamics 365
Colin Maitland, 03 May 2017
In this video I demonstrate how the SLA KPI Instance Statuses in Dynamics 365 work for Resolved and Cancelled Cases that are closed prior to the ‘Failure Time’ for a ‘Resolve By KPI’, configured using an ‘Enhanced SLA’, is reached. In particular, this demonstration highlights how the SLA KPI Instanc
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Missing Command Bar Buttons for Products in Dynamics 365
Zoe Sands, 26 April 2017
I recently developed a Dynamics 365 CRM system that would be used for both English and German users. Both sets of users would have access to Products, but only the German users could not see the necessary command bar buttons even though they had the necessary permissions. I had a look at the butto
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Dynamics 2016 Bulk Removing Solution Fields Gotcha
Roshan Mehta, 18 April 2017
Microsoft Dynamics CRM 2016 introduced a handy feature which allows you to add subcomponents (or entity assets) to a solution. This means you can strip down your solutions to only include the subcomponents you need. I recently needed to remove fields from a solution because no changes were made to
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Dynamics 365 Server Side Synchronization, Queues, and Record Creation and Update Rules Configuration
Colin Maitland, 04 April 2017
In this video demonstrate how to configure Server Side Synchronization, Queues, and Automatic Record Creation and Update Rules for processing and converting Email Messages to Cases in Dynamics 365 for Customer Service. For the purposes of this video demonstration, an online trial of Dynamics 365 for
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How to Install the Dynamics 365 App for Windows 10
Colin Maitland, 31 March 2017
In this video I am going to demonstrate how to install and configure the free Microsoft Dynamics 365 app for Windows 10 and how to sign-in to an online trial of Microsoft Dynamics 365 for Sales using the app. I will also demonstrate some basic navigation to get you started with using the app.
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Storage Considerations for Dynamics 365 Attachments
Adrian Begovich, 30 March 2017
Attachments in Dynamics 365 generally consist of important Microsoft Office documents, image files, PDF files and other crucial files for your organization. What you may not know is that you can save money and reduce your Dynamics 365 data usage by storing your attachments outside of CRM. This post
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Dynamics 365 Multi Entity Business Process Flows
David Mochrie, 20 March 2017
Business Process Flows have been around for a while in Dynamics CRM (now Dynamics 365 of course), since 2013 in fact. They are very useful in helping organisations model their processes in CRM and help guide users through stages of the process. However, there are some limitations which are important
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Editing the Site Map in Dynamics 365 using the built-in Site Map Designer
Dominic Jarvis, 08 March 2017
Editing the Site Map in a Dynamics CRM application can be a mission, particularly if you aren’t using any third party applications and editing the schema by hand, as it were. Fortunately, in the December 2016 update for Dynamics 365, Microsoft added an in-application Site Map editor called the Site
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