• Making Changes to Record Create and Update Rules in Dynamics 365

      Zoe Sands, 15 January 2019

      A while back we had a client who decided to utilize Record Create and Update Rules (RCUR) in their CRM solution. This required us to make them approximately 30 RCURs, one for each queue they had in the system. Recently we have had some changes to make, rather than deploying the old solution with all

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    • A Brief Introduction to the Microsoft 365 and Dynamics 365 Admin Centers

      Harshani Perera, 10 January 2019

      This blog will give you a brief introduction to the Microsoft 365 and Dynamics 365 Admin Centers and some of their features. In order to access the Admin Center, you will require admin permissions. There are several admin roles which allow access to the Admin Center e.g. Global Admin, Dynamics 365 S

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    • Using Themes on Dynamics 365 to Manage Environments

      Harshani Perera, 19 December 2018

      When you are working with multiple environments such as Development, UAT and Test in Dynamics 365, it’s easy to get confused about which environment you are in. You might make changes or deploy to the wrong environment. A simple approach to mitigate this risk is to have different themes for each env

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    • Wrong Status Reason When Revising Quote in Dynamics 365

      Roshan Mehta, 05 December 2018

      We noticed an interesting issue when revising Quotes in Microsoft Dynamics 365, where the Status Reason of the revised Quote was set to something other than “Revised”. Through our normal troubleshooting, we checked to see if there were any plugins, synchronous workflows, or other logic in the syste

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    • Using Customer Service Schedules and Holiday Schedules in Dynamics 365

      Jasper Marri, 04 December 2018

      In a previous blog, I showed how to create Service level agreements (SLAs) in Microsoft Dynamics 365. In this blog, I’ll cover using Customer Service Schedules & Holiday Schedules in with the SLA. Suppose a client (Frosty Ltd.) logged a high priority case on Saturday to XYZ help desk which has a

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    • Marketing List Showing Multiple Subgrids on the Form in Dynamics 365

      Miguel Nepomuceno, 03 December 2018

      A customer recently upgraded to Dynamics 365 v9 and encountered this strange form issue with Marketing Lists. When viewing an existing Marketing List record, there are multiple subgrids on the form (screenshots in the next page of this doc). Upon investigating these subgrids it looks like there are

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    • Share PowerApps with Another User

      Megha Kainth, 30 November 2018

      PowerApps can easily be shared with another user from the same organisation. To share your app, sign in to PowerApps. Click on Apps. Select your App from the list and Click Share. Enter user’s name or email address. Check the Co-owner tick box if you would like the user to edit and share the app. Cl

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    • Create PowerApps using Data from Excel

      Megha Kainth, 29 November 2018

      PowerApps can be created using data from an Excel spreadsheet. Users can create their tables in Excel and upload it to OneDrive. In this blog, we will learn – how to create a PowerApp using Data from Excel. Open a worksheet in Excel and insert a table to it. Add some data such as First Name, Last Na

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    • Dynamics 365 V9.1 Enable Unified Interface UI Updates on Upgraded Organizations

      Jared Johnson, 27 November 2018

      As of the 9.1 Update to Dynamics 365, as described here, Microsoft have updated the Unified Interface’s UI with big improvements to the Sitemap and Command bar. While this will show by default in new trials and organizations, existing systems that get upgraded will still use the older UI. While in

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    • Duplicate Detection Rule for Comparing Leads with Contacts in Dynamics 365

      Colin Maitland, 26 November 2018

      A little known and uncommonly used feature of Duplicate Detection Rules in Microsoft Dynamics 365 is that they can be used to detect Potential Duplicates with records of a different record type to the record being created or updated. For example, Duplicate Detection Rules can be configured that chec

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    • Prevent Incomplete Stages of a Business Process Flow in Dynamics 365

      John Towgood, 21 November 2018

      In Dynamics 365 every Business Process Flow has a corresponding entity which is automatically created and used to record state. This entity can be made available in grids, views, charts, and dashboards. Here is an example of the entity created for the Lead To Opportunity Business Process Flow called

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    • How to Set up Email Notifications for Dynamics 365 Online

      Harshani Perera, 20 November 2018

      For Dynamics 365 Online, Microsoft sends email notifications of scheduled updates, storage limit warnings etc. to the administrators of the organisation. It’s possible to add additional email addresses such as Dynamics partners to this list as well. It is a good idea to include the Dynamics partner

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    • Run Workflows on Create of a User in Dynamics 365

      Zoe Sands, 19 November 2018

      As mentioned in a previous blog, plugins are not triggered on create of a user in CRM 365 online. In that blog, I talked about how you can trigger them on associate of a user to a security role. In this blog, I will talk about another alternative. When you create a user in CRM online, plugins are n

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    • Discount Calculation Method for Product Line Items in Dynamics 365

      Colin Maitland, 15 November 2018

      There are two methods that might be used by Microsoft Dynamics 365 for calculating the Extended Amount on Opportunity Products, Quote Products, Order Products and Invoice Products depending on the configuration of the Discount Calculation Method option in System Settings. By default this option is s

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    • Gotcha with Bulk Deletion Jobs in Dynamics 365

      Roshan Mehta, 14 November 2018

      Bulk Deletion Jobs in Dynamics 365 allow you to build a query and then bulk delete records in the system that match that query. To save time, you can use an existing System or Personal view when building your Bulk Deletion criteria. However, there is one very dangerous issue with this. In Advanced F

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