In Microsoft Dynamics 365 online, timeout for a user’s session is set to 24 hours by default. This means a user is not required to re-enter their login details for up to 24 hours. However, now we can update these settings based on our requirements. In this blog, I will go through the steps to make s
Read the full article hereRecently, we upgraded a client’s CRM 2011 to Dynamics 365. In CRM 2011 instance, there were some workflows that were using custom workflow activities. However, after the upgrade, we were getting an error in Dynamics 365 saying, “Invalid User Authorization – The user authentication passed to the plat
Read the full article hereMicrosoft’s Dynamics 365 July Update includes a new simple, yet very useful setting called “Allow text wrapping in form fields labels and values”. This setting is available in “System Settings” under “General” tab. In this blog, I will be going through what this setting does, and how it change
Read the full article hereMicrosoft released Dynamics 365 July update with many new features and enhancement. One of enhancements that it came with is allowing users to change colour of a sub-grid’s panel header. To change the colour of the panel header is a very easy process and it helps users to have a greater experience b
Read the full article hereMicrosoft allows us to sign up for 30 day Dynamics 365 trial for free. We can do this to test out new and up to date features that Microsoft Dynamics 365 comes with. This also allows us to use the trial instance for development purpose. In this blog, I walk through the steps to get access to Dynamic
Read the full article hereIn Microsoft Dynamics 365, the “Date and Time” data type is used quite often. Based on the requirements, we have the options to choose the format between “Date Only” and “Date and Time”. But what matters the most is the accuracy of information being generated from the data, and this has been an issu
Read the full article hereMicrosoft Dynamics 365 comes with a feature called “Pen Control”, which allows the users to directly draw and add a signature in Dynamics 365 App. But there are some limitations. The user has the ability to draw and input a signature only on mobile client, not web client. Also, on mobile client a sa
Read the full article hereMicrosoft Dynamics 365 comes with a feature to let users set their own Email Signature. Setting up a new signature is a simple process. In this blog, I will walk through the necessary steps to create a new email signature and how you can use it. 1. Once you have logged into Dynamics 365, click on th
Read the full article hereRecently for one of my projects, I was required to create an Audit Report which showed all the mandatory fields within the client’s Microsoft Dynamics 365 environment. Upon doing some research, I figured out that “Metadata Document Generator” tool from http://www.xrmtoolbox.com/ can be used to gener
Read the full article hereMicrosoft Dynamics 365 includes a feature called Rollup views, which allows users to view Activities of child record from its parent record. Until now, associated activities of custom entities were not rolled up to the related parent record. In this blog, I will walk through the steps to accomplish
Read the full article hereMicrosoft Dynamics 365 July Update allows us to add new types of Web Resources, and one of those new types is Vector Format (SVG). In this blog I will talk about why this is a good news for Developers and how easy it is to change the dimensions of an SVG file. For those who are not familiar w
Read the full article hereEditable Grid is a custom control that was released for Microsoft Dynamics 365. It basically gives users the ability to update records from a view without the need of opening form. We are also able to register the events to run our custom JavaScript logic. In this blog, I will go through the type of
Read the full article hereMicrosoft Dynamics 365 comes with a new feature called App Designer. It allows us build our own task based applications by defining a subset of overall solution components to create an App Module. This enables the users to focus only on the components necessary to perform their tasks. An App Module
Read the full article hereA 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
Read the full article hereIn 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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