
SharePoint is a great place to store files pertaining to records in Dynamics 365, as the storage costs in SharePoint online are much cheaper than the costs for additional storage in Dynamics 365. The Out Of The Box SharePoint integration for Dynamics 365 is also a breeze to set up, and so is an opti
Read the full article hereSharePoint integration for Microsoft Dynamics 365 is a great way to free up space taken up by files or attachments that are usually stored in Dynamics 365 itself. Enabling this integration can be incredibly helpful, but there are a few quirks when using this service. Also just note that this articl
Read the full article hereWhen developing for Dynamics 365, there are times when it can be very handy to have test data with specified GUIDs, particularly when troubleshooting code that finds and returns or otherwise manipulates the GUIDs of entities, or entity references. In such situations, it may make sense to create a r
Read the full article hereWhen creating forms in Microsoft Dynamics 365, you may need to alter the design of a form or change the way you trigger specific events depending on the sort of device the user is viewing the form. Fortunately, this is easy with Dynamics 365, as useful functions are provided through the Xrm.Page api
Read the full article hereIn 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.
Read the full article hereIn 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
Read the full article hereWhen 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
Read the full article hereWhen 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
Read the full article hereRecently, 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
Read the full article hereWhen 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
Read the full article hereGrids 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
Read the full article hereWhen developing a Web API to interact with Dynamics 365, the model of interaction may be like so: Plugin performs logic, makes call to Web API (GET, PUT, POST, etc.) -> Web API receives data, performs logic, sends response to Plugin -> Plugin receives response and performs logic with it. Howe
Read the full article hereIn certain situations, you may want to check if a user has a security role before proceeding with logic for Dynamics 365. This may be because you only want to have users with certain security roles perform these actions, or want to change the logic of the plugin slightly depending on the security r
Read the full article hereWhen needing to update large amounts of records, you may find it easier to update these records in an external file with Excel, rather than edit them all individually in Dynamics 365. If you want to do this, here are some things to keep in mind. Export Using Advanced Find It’s a good idea to export
Read the full article hereRecently I’ve been working on a system where I’ve had to recreate a fair few entities, and have needed them to work with an existing code base. The issue I came across was that in the original versions of the entities, the status reasons on different entities had been made with inconsistent values.
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