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

Set Focus to First Field on Form in Dynamics 365

Dominic Jarvis, 03 April 2018

Time was, when creating a record , the first field on the form was the one that the focus was set to. Now, in Dynamics 365 the focus is set to the first mandatory field on the form . For people that are used to using forms as they have been in CRM, this can be quite the annoyance. Fortunately,
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Navigation Pages in Xamarin Forms

Adam Murchison, 29 March 2018

Creating a Navigation Page Navigation pages are a simple and the most common way of ‘navigating’ between different pages within Xamarin forms. A navigation page is still a Content Page; it does not take much to allow navigation. Navigation can be used to pass through parameters to different pages. F
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Migrating Personal Dashboards and Charts using Impersonation in Dynamics 365

Jordan Hohepa, 28 March 2018

Personal Charts and Dashboards can be created in Dynamics 365 systems which allow Users to view their data in a format they create. These charts and dashboards are different from system defined versions in that they are only available to the creator/owner and users they decide to share them with. Un
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Warning and Failure Actions in Dynamics 365 SLAs

Jasper Marri, 27 March 2018

In my previous blog, I discussed how can we create an SLA and activate it for the Case entity in Dynamics 365. This blog expands on the SLA functionality by adding an automated email to notify the customer service manager that an SLA is about to expire and also when expired. This provides visi
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Increase Metadata Field Size in SSIS Toolkit

Zoe Sands, 26 March 2018

I have been working on an upgrade from CRM on-premise to CRM online, which requires us to migrate data from the on-premise system into online using the SSIS Toolkit. During the migration, I received the following error: The input value for 'address1_stateorprovince' field (or one of its related fiel
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Easily Capture Media from the Dynamics 365 Mobile and Tablet Apps

Jasper Marri, 23 March 2018

If you are a salesperson who is out in the field with the Microsoft Dynamics 365 Mobile and Tablet App, you can easily capture video, photos and audio in your Dynamics 365 system using the on-device camera and microphone. This blog explains how you can easily capture video, photos, and audio by crea
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Dynamics 365 Under the Hood - Matching Email Addresses to Records

Roshan Mehta, 22 March 2018

For those of you tracking emails in the Outlook Client, or using the Email Router or Server-Side Sync to copy emails into your CRM system, you may have wondered how Dynamics 365 matches email recipients to different records. This blog provides an overview of what happens under the hood. The EmailSea
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Recreate Personal Views as System Views with Impersonation in Dynamics 365

Jordan Hohepa, 21 March 2018

Views can be created as both system and personal views. The former will be available to all Users who have permission to view the entities and the latter will be available to the owner and anyone who it is has been shared to. This blog will focus on a simple way using a console application to conver
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GrantConfigDBDatabaseAccessAction Error When Installing Dynamics 365

Zoe Sands, 20 March 2018

During a recent install of Dynamics 365 I had this error pop up. This was caused because we had left SQL Server Management Studio while performing other set up tasks. To continue from this error, you need to close SQL Server Management Studio and then click on the Retry button to resume the install
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Fast-Track Dynamics 365 Part 2 of 2 - Development with Visual Studio Templates

Dominic Jarvis, 19 March 2018

When developing, there are often things that you repeat on a regular basis. In order to speed up development, it can be helpful to have portions of code that are available for quick access. In a previous blog, I wrote about how you can use Visual Studio snippets to allow for quick creation of code&n
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Fast-Track Dynamics 365 Part 1 of 2 - Development with Visual Studio Snippets

Dominic Jarvis, 16 March 2018

When developing, there are often things that you repeat on a regular basis. In order to speed up development, it can be helpful to have portions of code that are available for quick access. With Visual Studio, it is possible to put together code snippets with templated variables, which allows for q
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Dynamics 365 V9 Contact Records Not Opening from All Contacts View

Jared Johnson, 15 March 2018

In the Dynamics 365 V9 update there is a new view for Contacts – the “All Contacts” view. However, attempting to open existing contacts from this view only results in the new contact form opening instead. If we look at the FetchXml for this view we can see that this view is missing the contactid att
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New Fully Customizable Dialogs in Dynamics 365 with Alert.js 3.0

Paul Nieuwelaar, 14 March 2018

Alert.js version 3.0 is going to be available very soon, and with it comes a bunch of cool new features, most anticipated of all is the new ‘showPrompt’ function which enables you to create fully customizable prompts, similar to what dialog processes provide in Dynamics 365. Microsoft recently depre
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Create a Service Level Agreement for Cases in Microsoft Dynamics 365

Jasper Marri, 13 March 2018

Service Level Agreement (SLA) is one of the many features in Microsoft Dynamics 365 which can be used to manage services provided to clients. It is a level of service of contract between a Company and its Client. Suppose XYZ help desk needs to create a new service level agreement for a client (Frost
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Displaying Entity Forms Inside Microsoft Dynamics 365 Portal

Arpit Malhotra, 12 March 2018

Microsoft Dynamics 365 lets you display the entity forms within your Dynamics 365 Portal (previously owned by ADX Portals). It empowers users to store information from the portal form directly into CRM. It’s a user-friendly interface that allows you to collect data from the portal without having to
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