• Configure Business Logic for SLAs in Dynamics 365 - 6 of 7

      Colin Maitland, 26 April 2018

      ↩ Part 5 - Using Multiple SLAs for Opportunities in Dynamics 365 In this article I will describe some business logic that needs to be implemented for Opportunities for the effective operation of the Opportunity related SLA described in this series. Configure Opportunity Business Logic For this scena

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    • Using Multiple SLAs for Opportunities in Dynamics 365 - 5 of 7

      Colin Maitland, 25 April 2018

      ↩ Part 4 - Configure Forms and Views for SLA KPIs in Dynamics 365In this article I will demonstrate how to configure a Service Level Agreement (SLA) for Opportunities with multiple SLA Items based on the SLA KPIs previously described in this series. Configure an SLA and Related SLA Items for Opportu

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    • Configure Forms and Views for SLA KPIs in Dynamics 365 - 4 of 7

      Colin Maitland, 24 April 2018

      ↩ Part 3 - Configure SLA KPIs for Opportunities in Dynamics 365 In this article I will demonstrate how to configure the forms and views for SLA KPI Instances and Opportunities for displaying the SLA and SLA KPI Instance information. Configure SLA KPI Instance Quick View Forms for use on Opportunitie

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    • Configure SLA KPIs for Opportunities in Dynamics 365 - 3 of 7

      Colin Maitland, 23 April 2018

      ↩ Part 2 - How to Configure SLAs for Opportunities in Dynamics 365 In this article I will demonstrate how to configure the three custom SLA KPIs described in the previous two articles for Opportunities. Configure SLA KPIs for Opportunities Add the following three 1:N (one-to-many) Relationships from

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    • Using MultiSelect Option Set field to Hide Navigation Items in Dynamics 365

      Satyvir Jasra, 20 April 2018

      Dynamics 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

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    • How to Configure SLAs for Opportunities in Dynamics 365 - 2 of 7

      Colin Maitland, 19 April 2018

      ↩ Part 1 - Overview of SLAs for Opportunities in Dynamics 365 In this article I will demonstrate how to configure the Opportunity entity in Microsoft Dynamics 365 for Service Level Agreements (SLAs). Configure the Opportunity Entity Enable the Opportunity entity for SLAs. The ‘Enable for SLA’ option

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    • Tips for Creating Interactive HTML Web Resources in Dynamics 365

      Dominic Jarvis, 18 April 2018

      HTML Web Resources can be a super handy way to add additional functionality to a form, whether this is to add information from an outside source, or to add (what amounts to) a custom control to the form. Due to the flexibility of HTML (and the CSS and JavaScript that is inevitably bundled with it),

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    • Overview of SLAs for Opportunities in Dynamics 365 - 1 of 7

      Colin Maitland, 17 April 2018

      In this series I will demonstrate how to enable Opportunities for Service Level Agreements (SLAs), configure multiple SLA KPIs, and create a Service Level Agreement (SLA) with multiple SLA Items for use with Opportunities. This series will also demonstrate a limitation when some the SLA KPIs on the

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    • Setup Inactivity Timeout in Microsoft Dynamics 365 Online

      Satyvir Jasra, 16 April 2018

      In 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

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    • How to Create a Microsoft Dynamics 365 Trial Portal

      Jordan Hohepa, 13 April 2018

      Web Portals are a great way to provide information about your business, generate leads or even provide support for your customers. Dynamics 365 offers a web portal which is integrated with your Dynamics 365 instance if you have a Dynamics 365 Enterprise Subscription. If you do not have this subscrip

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    • How to Fix Error When Qualifying a Lead in Dynamics 365

      Adam Murchison, 12 April 2018

      Have you ever pressed ‘Qualify’ on a lead and been greeted with the below error in Dynamics 365? Intrigued, you press ‘Download Log File’ and are presented with text such as: <s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/"><s:Body><s:Fault><faultcode>s:Client&

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    • How to Trigger JavaScript on an Editable Grid in Dynamics 365

      Adam Murchison, 11 April 2018

      Editable grids are an awesome new feature within Dynamics 365, if you haven’t had a chance to play around with them then I suggest you do. Also, check out my blog: Introduction to Editable Grids in Dynamics 365. Inside the editable grid the JavaScript on the main form is not mimicked within. To app

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    • How to Fix the Connections Lookup Error in Dynamics 365 Version 9.0.1.510

      Adam Murchison, 10 April 2018

      In this version of Dynamics 365 there is a bug when you click on the lookup icon on a connection form. The error that occurs is: Where the field changes depending on the lookup you press. This is a bug in Dynamics 365 and is due to four functions missing in the Connection_main_system_library.js.THE

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    • Performing Organization Requests from C# for Dynamics 365

      Dominic Jarvis, 09 April 2018

      In Dynamics 365, you may want to perform an Organization Request in a piece of custom code in order to trigger an Action, or perform an undocumented SDK operation. When attempting to do this from JavaScript, this can be a lengthy process which involves building a SOAP request and then posting to the

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    • Triggering Scheduled Azure WebJobs via a Dynamics 365 Web Hook

      Jared Johnson, 06 April 2018

      Web Hooks were introduced in Dynamics 365 V9. In the documentation for Web hooks, it is recommended to use them with Azure Functions, but what if you have existing Azure WebJobs? For example, WebJobs that are designed as a scheduled service to run complex rollup calculations on recently updated reco

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