• Setting up Server-Based SharePoint Integration for Dynamics 365 Online

      Dominic Jarvis, 19 December 2017

      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

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    • What are the Quirks of Server-Based SharePoint Integration for Dynamics 365

      Dominic Jarvis, 22 November 2017

      SharePoint 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

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    • How to Create Test Data with Known GUIDs in Microsoft Dynamics 365

      Dominic Jarvis, 20 November 2017

      When 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

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    • How to Perform Platform Specific Logic in Dynamics 365

      Dominic Jarvis, 31 October 2017

      When 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

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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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    • 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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    • 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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    • 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 Display Informative Errors from ASP.NET Web API in Dynamics 365

      Dominic Jarvis, 09 October 2017

      When 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

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    • How to Check if User Running the Plugin Has Correct Security Role in Dynamics 365

      Dominic Jarvis, 30 September 2017

      In 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

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    • How to Update Dynamics 365 Records Externally Using Excel

      Dominic Jarvis, 28 September 2017

      When 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

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    • How to Change Greyed Out Status Reason Values in Dynamics 365

      Dominic Jarvis, 27 September 2017

      Recently 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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