• Tips on Using DocumentsCorePack in Dynamics 365 For Better Documents

      Roz Millar, 22 June 2018

      DocumentsCorePack is an add-on for document generation and management based on Dynamics 365 data.  It uses XML like the out of the box Word Templates but has more functionality such as combining with workflows to produce documents automatically, sending documents via email automatically, produc

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    • Complex SLA 6 - Configure SLA Instance Business Logic in Dynamics 365

      Colin Maitland, 21 June 2018

      ↩ Part 5 - Configure Multiple SLAs with SLA Instance in Dynamics 365 In this article I will describe some business logic that needs to be implemented for Opportunities and SLA Instances for the effective operation of the Opportunity related SLA Instances related SLA described in this series. Configu

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    • Find Records Without a Child Record in Dynamics 365 v8 and v9

      Satyvir Jasra, 20 June 2018

      Dynamics 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

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    • Complex SLA 5 - Configure Multiple SLAs with SLA Instance D365

      Colin Maitland, 19 June 2018

      ↩ Part 4 - Configure Forms/Views for SLA Instances in Dynamics 365  In this article I will demonstrate how to configure a Service Level Agreement (SLA) for Opportunity related SLA Instances with multiple SLA Items based on the SLA KPIs previously described in this series. In this approach the

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    • Dynamics 365 App for Outlook is Missing under Manage Add-ins

      Miguel Nepomuceno, 18 June 2018

      I have a user who has encountered an issue where, when they are viewing their Outlook Add-ins via the ‘Manage Add-ins’ page, the Dynamics 365 App for Outlook Add-in is missing. What was interesting is that Dynamics 365 has indicated that it has already been installed and has already been ‘Added to O

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    • Complex SLA 4 - Configure KPIs for Custom SLA Instance in Dynamics365

      Colin Maitland, 15 June 2018

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

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    • Introduction to Adaptive Cards in Dynamics 365

      Jordan Hohepa, 14 June 2018

      Adaptive Cards are a great way to display an interactive card-like interface within applications like Outlook, Microsoft Teams, Bots and many more. The screenshot below shows a simple adaptive card which can be shown in different web chat channels and has a variety of text, an image and two buttons.

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    • Complex SLA 3 - Configure KPIs for Custom SLA Instance in Dynamics365

      Colin Maitland, 13 June 2018

      ↩ Part 2 - Create Custom SLA Instance Entity in Dynamics 365 In this article I will demonstrate how to configure a generic custom SLA KPI for use with SLA Instances in Dynamics 365 and how and why this differs dramatically from the approach used in my first series. In my first series I described the

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    • Solution for Global Search Not Showing Data in Field of Results in Dynamics 365

      Satyvir Jasra, 12 June 2018

      We 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

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    • Complex SLA 2 - Create Custom SLA Instance Entity in Dynamics 365

      Colin Maitland, 11 June 2018

      ↩ Part 1 - Multiple SLAs with Different Dates in Dynamics 365 In this article I will demonstrate how to configure the SLA Instance entity in Microsoft Dynamics 365 for Service Level Agreements (SLAs). In this approach the SLA KPIs are tracked against the SLA Instance rather than against the Opportun

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    • Tips for Requesting Support for Dynamics 365

      Miguel Nepomuceno, 08 June 2018

      Magnetism and our clients submit service requests to Microsoft for any issues and problems dealing with Microsoft Dynamics 365. These problems usually require investigation from Microsoft or are issues we have no control in resolving (which are becoming more prevalent as more clients are moving into

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    • Building a Quick QnA Knowledge Base with the QnA Maker

      Jordan Hohepa, 07 June 2018

      Microsoft’s Bot Framework is available for developers to create and connect interactive bots to everyday conversational platforms such as Skype, Facebook Messenger and Microsoft Teams. The QnA Maker is a service that provides a quick and easy way to add question and answer support to your bots and a

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    • Complex SLA 1 - Multiple SLAs with Different Dates in Dynamics 365

      Colin Maitland, 07 June 2018

      In my previous series I demonstrated, ‘Configure SLAs for Opportunity in Dynamics 365’, I demonstrate how to enable Opportunities for SLAs and how to implement three SLA KPIs for Opportunities. This approach works well when the SLA KPIs on the same SLA are all Applicable From the same date and time.

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    • Dynamics 365 Detect Unified Interface from JavaScript

      Jared Johnson, 05 June 2018

      With the introduction of the new Unified Interface in Dynamics 365, you may want to be able to detect if the current form is being rendered in the Unified Interface or not in JavaScript. It is possible to do this with an internal function: Xrm.Internal.isUci(). This function will return true if call

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    • Dynamics 365 Notes Display Date Instead of User Name in Chrome

      Adam Murchison, 01 June 2018

      On a record have you or another user added a note that’s ‘Created by’ field is displayed as a date time value? This is a bug with a Google Chrome update and does not happen in Internet Explorer or other browsers. The reasoning behind this is if the users last name field contains a standalone integer

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