• Marketing List Showing Multiple Subgrids on the Form in Dynamics 365

      Miguel Nepomuceno, 03 December 2018

      A customer recently upgraded to Dynamics 365 v9 and encountered this strange form issue with Marketing Lists. When viewing an existing Marketing List record, there are multiple subgrids on the form (screenshots in the next page of this doc). Upon investigating these subgrids it looks like there are

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    • Duplicate Detection When Qualifying Leads in Dynamics 365 - Part 1

      Miguel Nepomuceno, 05 November 2018

      This blog series is about duplicate detection rules when qualifying a Lead. When a Lead record gets qualified, the Lead gets converted to an Opportunity record, and Account or Contact records are created in the process. During the Lead Qualification process, I noticed a duplicate warning prompt that

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    • Missing Contact Information Form After Upgrading in Dynamics 365

      Miguel Nepomuceno, 24 September 2018

      Upgrade season is upon us! On my previous blog, Microsoft has been pushing clients to upgrade to more updated versions of Dynamics 365 Online, making it mandatory for customers with v8.0 or v8.1 to upgrade to v8.2. Microsoft are also incentivizing customers to upgrade to the latest version of Dynami

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    • Generate Custom Upload to SharePoint in Dynamics CRM

      Miguel Nepomuceno, 20 September 2018

      While Microsoft Dynamics CRM / 365 offers integration options and features available with SharePoint On-Premise/ Online, there are some client cases where doing the SharePoint Integration is not worth setting up. We encountered this situation with one of our clients who wanted to integrate Dynamics

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    • How to Schedule an Upgrade to Dynamics 365 Version 9.0

      Miguel Nepomuceno, 17 September 2018

      With Dynamics 365 Version 9.0 (v9) being rolled out last year, Microsoft has now commenced scheduling the upgrade of Dynamics 365 to v9. System administrators should be notified via email and a notification in the Office 365 Message Centre that scheduling your update is now available. The update de

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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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    • 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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    • Troubleshooting Customisation Synchronization Issues with the Dynamics 365 App for Outlook

      Miguel Nepomuceno, 24 May 2018

      Magnetism recently deployed some customisations to the Appointment form in Microsoft Dynamics 365. One of the changes made were new option set values on an existing option set field called Type. System users use Dynamics 365 with the Dynamics 365 App for Outlook to track Outlook items to Activities

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    • Client Access Licence - Troubleshooting User Accessing CRM 2016 Not Showing Entities in the Sitemap

      Miguel Nepomuceno, 14 December 2017

      I’ve recently dealt with a user having difficulties trying to regain access into Microsoft Dynamics CRM 2016. The user reported an issue where there are no entities showing in the sitemap. The landing page is also showing error prompts stating that the users does not have sufficient permissions to v

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    • How to Create a Relationship with Long Schema Names in Dynamics 365

      Miguel Nepomuceno, 06 December 2017

      When dealing with a system that involves many complex entities, we’re bound to have long entity names in Microsoft Dynamics 365. Longer entity names could be to further modularise separate functionality in the system without compromising the descriptiveness of the entity name. For example, you can h

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    • How to Embed Websites using IFrames from the Dynamics 365 Sitemap

      Miguel Nepomuceno, 07 November 2017

      Websites allow us to extend various functionalities and bring information into Microsoft Dynamics 365. By being connected with these websites, we can bring together different web components while also offering extended solutions to our users. In this blog, I will show you how to embed websites using

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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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    • Microsoft Dynamics 365 July 2017 Update - Introduction to Multi-Select Option Set Fields

      Miguel Nepomuceno, 05 October 2017

      The new Microsoft Dynamics 365 July 2017 Update introduces multiple features and UI enhancements, including the highly requested multi-select option set field. It provides the user a pick-list of options, with the ability to select multiple option set values which you could not do with an option set

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    • How to Use the Facebook Lead Ad Testing to Dynamics 365 with Zapier

      Miguel Nepomuceno, 05 October 2017

      This blog post is a continuation of using Zapier to connect Facebook Lead Ads to Microsoft Dynamics 365. Zapier is a service that integrates and automates task between apps like Facebook and Microsoft Dynamics 365. This blog is about using a handy tool to test our Zaps called the Facebook Lead Ad Te

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    • How to Set the Full Name Mapping from Facebook Lead Ads to Dynamics 365 using Zapier

      Miguel Nepomuceno, 01 October 2017

      Zapier is a service that allows for integrations and task automations across multiple web applications. In my previous blog posts, I went over setting up the Facebook Lead Ad Trigger and the Microsoft Dynamics 365 Action in your Zaps as well as some of the common errors to watch out for. This blog p

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