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How to Setup Tooltips and Icons in Microsoft Dynamics 365 Custom Views
Satyvir Jasra, 04 October 2017
A user’s analysis becomes simple when a set of data is being visualized. Microsoft Dynamics 365 has added a new feature that allows us to add custom icons along with tooltips by customizing entity views. To accomplish this, we must add JavaScript and images as web resources. In this blog, I’ll walk
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How to Filter FetchXML Using Aliased Values in Microsoft Dynamics 365
Zoe Sands, 04 October 2017
We’ve all been using the Dynamics 365/CRM query builder to generate Fetch XML queries and wished that we could filter across entities in Dynamics 365. Turns out you can! Granted you can’t do it in the UI but you can using Fetch XML. This is useful for places like reports and custom JavaScript. Here’
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Introduction to Dynamics 365 App for Outlook
Jordan Hohepa, 03 October 2017
The “Microsoft Dynamics 365 App for Outlook” is a lightweight alternative to the “Dynamics 365/CRM for Outlook Client”. This app does not require a separate installation like the Outlook Client, but can instead be added from your Dynamics 365 environment. The screenshot above can be reached via ‘App
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How to Hide Command Buttons in the Mobile Client for Microsoft Dynamics 365
Satyvir Jasra, 03 October 2017
In Microsoft Dynamics 365, we have the ability to add custom buttons in a command bar. Most of the time we also make those buttons available on Dynamics 365 Mobile clients. However, the mobile client has some limitations and not all functionalities are available that are on web client. Therefore, so
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How to Configure Relationship Analytics Cards in Dynamics 365
Arpit Malhotra, 02 October 2017
One of the suite of the Relationship Insights is a Relationship Assistant which keeps you updated with the upcoming activity or the task in Microsoft Dynamics 365. It continuously analyses your customer’s communication data in Dynamics 365 and from the Microsoft Exchange. It additionally provides r
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How to Scan Barcode Labels in Microsoft Dynamics 365
Satyvir Jasra, 02 October 2017
Microsoft Dynamics 365 comes with a range of new functionalities that focuses on mobility. One of those functionalities is the “Barcode Scanner” control for form fields. It allows the users to scan a barcode and then store the values in a “Single Line of Text” field using their phones and tablets. I
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How to Add Signatures Using Pen Control in Microsoft Dynamics 365
Satyvir Jasra, 01 October 2017
Microsoft Dynamics 365 comes with a feature called “Pen Control”, which allows the users to directly draw and add a signature using the Microsoft Dynamics 365 Mobile App. It is a control that can be added to a “Multiple Lines of Text” field. In this blog, I will walk through the steps to setup this
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How to Set the Full Name Mapping from Facebook Lead Ads to Dynamics 365 using Zapier
Miguel Nepomuceno, 01 October 2017
Zapier is a service that allows for integrations and task automations across multiple web applications. In my previous blog posts, I went over setting up the Facebook Lead Ad Trigger and the Microsoft Dynamics 365 Action in your Zaps as well as some of the common errors to watch out for. This blog p
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Mismatching Option Set Values on Imported Views in Dynamics CRM
Miguel Nepomuceno, 30 September 2017
When deploying customisations from a development environment to a testing environment in Microsoft Dynamics CRM 2016, I encountered an issue with imported views in my solution components. The view was on the Connections entity for a custom entity called Portal User. This custom entity is just someth
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How to Check if User Running the Plugin Has Correct Security Role in Dynamics 365
Dominic Jarvis, 30 September 2017
In certain situations, you may want to check if a user has a security role before proceeding with logic for Dynamics 365. This may be because you only want to have users with certain security roles perform these actions, or want to change the logic of the plugin slightly depending on the security r
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How to Connect to Facebook Lead Ads with Microsoft Dynamics 365 using Zapier
Miguel Nepomuceno, 29 September 2017
Zapier is a web-based service that allows end users to integrate multiple web applications. By establishing connections called Zaps, users can connect various applications, as well as automate various tasks across 750+ apps. It draws in comparison to Microsoft Flow – another workflow automation tool
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Introduction to Editable Grids in Dynamics 365
Adam Murchison, 29 September 2017
Definition of an Editable Grid An editable grid is data entry fields that are displayed in a view of a specified entity in Dynamics 365. This allows the user to efficiently input data into a field without having to go into the form, it is all done within a view. This is an extremely efficient and e
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How to Solve Default Value Issue with Two Options Fields in Dynamics CRM 2016
Adam Murchison, 28 September 2017
Microsoft Dynamics CRM 2016 on premise has an interesting issue where Two Options fields are automatically set to the default value, without a user updating them. The change appears in the Audit History and can occur when no plugins, workflows, JavaScript, or Business Rules are configured on an enti
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How to Update Dynamics 365 Records Externally Using Excel
Dominic Jarvis, 28 September 2017
When needing to update large amounts of records, you may find it easier to update these records in an external file with Excel, rather than edit them all individually in Dynamics 365. If you want to do this, here are some things to keep in mind. Export Using Advanced Find It’s a good idea to export
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How to Change Greyed Out Status Reason Values in Dynamics 365
Dominic Jarvis, 27 September 2017
Recently I’ve been working on a system where I’ve had to recreate a fair few entities, and have needed them to work with an existing code base. The issue I came across was that in the original versions of the entities, the status reasons on different entities had been made with inconsistent values.
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