• 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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    • Complex SLA 4 - Configure KPIs for Custom SLA Instance in Dynamics365

      Colin Maitland, 15 June 2018

      ↩ Part 3 - Configure KPIs for Custom SLA Instance in Dynamics 365 In this article I will demonstrate how to configure the forms and views for SLA Instances, SLA KPI Instances and Opportunities for displaying the SLA and SLA KPI Instance information. Configure SLA KPI Instance Quick View Form for us

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    • Introduction to Adaptive Cards in Dynamics 365

      Jordan Hohepa, 14 June 2018

      Adaptive Cards are a great way to display an interactive card-like interface within applications like Outlook, Microsoft Teams, Bots and many more. The screenshot below shows a simple adaptive card which can be shown in different web chat channels and has a variety of text, an image and two buttons.

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    • Complex SLA 3 - Configure KPIs for Custom SLA Instance in Dynamics365

      Colin Maitland, 13 June 2018

      ↩ Part 2 - Create Custom SLA Instance Entity in Dynamics 365 In this article I will demonstrate how to configure a generic custom SLA KPI for use with SLA Instances in Dynamics 365 and how and why this differs dramatically from the approach used in my first series. In my first series I described the

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    • Solution for Global Search Not Showing Data in Field of Results in Dynamics 365

      Satyvir Jasra, 12 June 2018

      We recently ran into an issue where global search results for one of the entities wasn’t showing any data in the fields, for a system upgraded from CRM 2011 to Dynamics 365. The version of Dynamics 365 we used was 8.2.0.749. Upon digging further into this issue, I figured out that no column was sel

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    • Complex SLA 2 - Create Custom SLA Instance Entity in Dynamics 365

      Colin Maitland, 11 June 2018

      ↩ Part 1 - Multiple SLAs with Different Dates in Dynamics 365 In this article I will demonstrate how to configure the SLA Instance entity in Microsoft Dynamics 365 for Service Level Agreements (SLAs). In this approach the SLA KPIs are tracked against the SLA Instance rather than against the Opportun

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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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    • Complex SLA 1 - Multiple SLAs with Different Dates in Dynamics 365

      Colin Maitland, 07 June 2018

      In my previous series I demonstrated, ‘Configure SLAs for Opportunity in Dynamics 365’, I demonstrate how to enable Opportunities for SLAs and how to implement three SLA KPIs for Opportunities. This approach works well when the SLA KPIs on the same SLA are all Applicable From the same date and time.

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    • Dynamics 365 Detect Unified Interface from JavaScript

      Jared Johnson, 05 June 2018

      With the introduction of the new Unified Interface in Dynamics 365, you may want to be able to detect if the current form is being rendered in the Unified Interface or not in JavaScript. It is possible to do this with an internal function: Xrm.Internal.isUci(). This function will return true if call

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    • Dynamics 365 Notes Display Date Instead of User Name in Chrome

      Adam Murchison, 01 June 2018

      On a record have you or another user added a note that’s ‘Created by’ field is displayed as a date time value? This is a bug with a Google Chrome update and does not happen in Internet Explorer or other browsers. The reasoning behind this is if the users last name field contains a standalone integer

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    • How to Programmatically Switch the Business Process Flow in Dynamics 365

      Adam Murchison, 31 May 2018

      You can update a records business process flow in many ways. I will show you how to update the BPF of a record in C# and in JavaScript . Firstly, you will want to get the Id of the process you would like the record to be updated to. The id of the process I would like to use is: 28160C53-A54C-45AC-89

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    • Query Paging using Dynamics 365 WebAPI

      Dominic Jarvis, 30 May 2018

      When working with data in Dynamics 365, particularly large data sets, paging results is a necessity. It allows you to retrieve more than 5000 records, and retrieve records in manageable set sizes. Paging using the WebAPI is a bit different to using the SOAP endpoint, so I’ve detailed below the struc

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    • Theme Colours in Microsoft Dynamics 365 V9

      David Mochrie, 29 May 2018

      Themes were introduced in CRM 2015. They’ve gone largely unchanged since then, but with V9, the components that can be themed have changed a little. Here I highlight what each component colour changes on the screen. Some of you will probably already know if you’ve used themes before, but a few may b

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    • Programmatically Adding Products to an Opportunity Product Bundle in Dynamics 365

      Jordan Hohepa, 25 May 2018

      In Microsoft Dynamics 365, Users have the option to create different types of products. These products can be created as standalone products, product families and product bundles. Product bundles are a good way to group related products and sell them together. The screenshot below shows a test bundl

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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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