• How to Display Image Saved Using Pen Control on Web Client In Dynamics 365.

      Satyvir Jasra, 20 October 2017

      Microsoft 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

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    • Introduction to Business Process Flow Specific Entities in Microsoft Dynamics 365

      Colin Maitland, 20 October 2017

      In Microsoft Dynamics 365 for Sales or Service, the first-time activation of a Business Process Flow causes a corresponding Business Process Flow instance specific entity to be created.In this article, Part 1, I will use the out-of-the-box ‘Lead to Opportunity Sales Process’ Business Process Flow to

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    • How to Refresh Main Entity Views for an Entity in Dynamics 365

      Dominic Jarvis, 19 October 2017

      In Microsoft Dynamics 365, there may be an occasion that you need to refresh the Main view for an entity programmatically. For instance, if you are performing a custom process on a record from the view, and want the view to update automatically to reflect this as soon as the process has completed.

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    • How to Filter Lookups by Related Records in Dynamics 365

      Dominic Jarvis, 19 October 2017

      In Microsoft Dynamics 365 when designing lookups on forms, it may be that you only want the user to be able to select certain records. An example of the sort of functionality I mean is the Primary Contact field on an Account. Out of the box, this field filters contacts so that the user can only sel

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    • What to Look Out For When Connecting Facebook Lead Ads with Dynamics 365 using Zapier

      Miguel Nepomuceno, 18 October 2017

      Zapier is a web-based service that allows end users to integrate multiple web applications. By establishing connections called Zaps, users can connect various applications, as well as automate various tasks across 750+ apps. This blog will cover what to look out for , including considerations and li

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    • How to Override Price per Unit for Product on Opportunity in Dynamics 365

      Dominic Jarvis, 18 October 2017

      When configuring the product catalogue in Dynamics 365, you may encounter a situation where you need to have variable prices for a small number of products, but don’t want to create individual price lists for these products. This may especially be the case where these products are sold at variable

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    • Microsoft Dynamics 365 July 2017 Update - Not In Queries for Views and Advanced Find

      David Mochrie, 18 October 2017

      The single most requested feature in Microsoft Dynamics 365 on Microsoft Connect, and now on the Microsoft Ideas site, is to have ‘Not In’ queries for views and advanced find. For example: Accounts with no ContactsContacts with no CasesAccounts with no Opportunities Previously, it has been possible

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    • How to Keep Solution Sizes Small in Microsoft Dynamics 365

      Dominic Jarvis, 17 October 2017

      When moving changes between environments in Microsoft Dynamics 365, solutions are used to package these changes for ease of change tracking and feature management. However, solutions can often become large in size, which can greatly increase the time needed for deployment. It is often good practice

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    • How to Solve Site Map images not showing On Premise Dynamics CRM Issue

      Dominic Jarvis, 16 October 2017

      Recently, I have encountered an error which prevented the custom Site Map icons from being shown in Microsoft Dynamics CRM, instead showing a broken link. Looking into the issue, I found that the image URL displayed in the CRM Site Map was including the Organisation name in the link, so the link wa

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    • How to Make Custom Cascading Properties Without a Parental Relationship in Dynamics 365

      Dominic Jarvis, 15 October 2017

      When customising entities and their relationships in Microsoft Dynamics 365, there may be a time that you want to create a cascading relationship for an entity, to allow the cascading of properties such as ownership, or to delete child records when the parent record is deleted. This is most commonly

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    • How to Get the Time Zone Value from Dynamics 365 to SSRS Reports

      Adam Murchison, 15 October 2017

      If you’ve ever written custom SSRS Reports then you’ll know the difficulty of converting from UTC to your users desired time zone. There are two ways of retrieving a date field from Dynamics 365 and each way returns a different time-zone. One way is using mag_dateField.Value, this is the user local

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    • Getting Wrong Tooltip Information for Subgrids in Microsoft Dynamics 365

      Dominic Jarvis, 14 October 2017

      Grids are used almost everywhere in Microsoft Dynamics 365, from the main entity view, to associated grids on forms. Generally, when using grids in Microsoft Dynamics 365, a user will hover over the cell of a grid to try get more information from a field – which is particularly helpful when column

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    • How to Create Email Signatures in Microsoft Dynamics 365

      Satyvir Jasra, 14 October 2017

      Microsoft 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

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    • How to Setup Relevance Search in Microsoft Dynamics 365

      Arpit Malhotra, 13 October 2017

      Microsoft Dynamics 365 search results can be enhanced by using Relevance Search feature that can bring the results faster in a single list sorted by relevance. This feature can be enabled by following the below steps by an Administrator or a System Customizer: Step 1:  In Dynamics 365 go to Set

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    • How to Use Enable Rules in Dynamics 365 with the Ribbon Workbench

      Adam Murchison, 13 October 2017

      Using Enable Rules in Dynamics 365 with the Ribbon Workbench By Adam Murchison Using the Ribbon Workbench made by Scott Durow facilitates editing and adding additional features to the Ribbon within Microsoft Dynamics 365. This blog will provide simple tips and tricks specifically with the enable rul

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