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
Read the full article hereThis 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
Read the full article hereUpgrade 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
Read the full article hereWhile 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
Read the full article hereWith 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
Read the full article hereI 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
Read the full article hereMagnetism 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
Read the full article hereMagnetism 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
Read the full article hereI’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
Read the full article hereWhen 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
Read the full article hereWebsites 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
Read the full article hereZapier 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
Read the full article hereThe 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
Read the full article hereThis 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
Read the full article hereZapier 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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