In Dynamics 365, we have the option to modify the charts by changing its XML. I recently created a new custom chart in Dynamics 365, and I had to modify its XML based on my requirements. However, during the solution deployment to another instance, the deployment kept on failing. Following is the mes
Read the full article hereIn Dynamics 365, themes are not solution aware. Most of the time we need to recreate the custom theme for each instance. However, there is a way to export the theme from one instance and then import it back to another instance. By doing so, we can save a lot of time when it comes to keeping the sam
Read the full article hereWe’ve seen an issue where the command bar was not showing on the form a record was opened in new window. This was a custom entity and version of Dynamics 365 we used was 8.2.0.749. There are two workarounds to solve this issue. Option 1 In the navigation area displays the Area Name in which the enti
Read the full article hereDynamics 365 v9 comes with improved Advanced Find where we can retrieve the records with no child record. However, due to Advanced Find limitations in Dynamics 365 v8 we do not have the ability to run such a query. Dynamics 365 Version 9 The Advanced Find query below shows how we can select Account
Read the full article hereWe recently ran into an issue where global search results for one of the entities wasn’t showing any data in the fields, for a system upgraded from CRM 2011 to Dynamics 365. The version of Dynamics 365 we used was 8.2.0.749. Upon digging further into this issue, I figured out that no column was sel
Read the full article hereRecently for a project, I was required to manage security roles of several teams and users. Managing roles for each user and/or team can be time consuming and it is easy to make a mistake. Upon doing some research I realized that we can use a tool to manage roles of users and/or teams in bulk. In th
Read the full article hereRecently I upgraded Dynamics CRM 2011 to Dynamics 365. However, after the upgrade was done, Mail Merge button was no longer available in the command bar of some views. For example, when I accessed associated Contact records of an Account record, there was no option to select Mail Merge for the
Read the full article hereWhile 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
Read the full article hereRecently, 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
Read the full article hereRecently, 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
Read the full article hereWhen 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
Read the full article hereDynamics 365 July Update includes a new attribute type called “MultiSelect Option Set”. It is like the existing “Option Set” attribute type, except now a user can make multiple selections. We can use this to let the users select which items are available in the navigation area for a specific record
Read the full article hereIn Microsoft Dynamics 365 online, we have the option to set up an inactivity timeout, which automatically logs the user out of CRM after a certain period of time. The setup process is quite easy and in this blog, I will go through the steps to make such changes. In Dynamics 365 online instance, go t
Read the full article hereRecently, we upgraded a client’s CRM 2011 to Dynamics 365. On the forms of many entities, the Social Pane wasn’t working normally. The users were not able to add activities and notes. After some trial and error, I found a solution this problem. I created a new form for the affected entities
Read the full article hereRecently, we upgraded a client’s CRM 2011 to Dynamics 365. For some entities, the associated view of related entities of a record didn’t have the correct width when accessed from the navigation area, resulting in some whitespace to the right of the screen as shown in the yellow highlighted area belo
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