• Duplicate Detection Rule for Comparing Leads with Contacts in Dynamics 365

      Colin Maitland, 26 November 2018

      A little known and uncommonly used feature of Duplicate Detection Rules in Microsoft Dynamics 365 is that they can be used to detect Potential Duplicates with records of a different record type to the record being created or updated. For example, Duplicate Detection Rules can be configured that chec

      Read the full article here
    • Prevent Incomplete Stages of a Business Process Flow in Dynamics 365

      John Towgood, 21 November 2018

      In Dynamics 365 every Business Process Flow has a corresponding entity which is automatically created and used to record state. This entity can be made available in grids, views, charts, and dashboards. Here is an example of the entity created for the Lead To Opportunity Business Process Flow called

      Read the full article here
    • Run Workflows on Create of a User in Dynamics 365

      Zoe Sands, 19 November 2018

      As mentioned in a previous blog, plugins are not triggered on create of a user in CRM 365 online. In that blog, I talked about how you can trigger them on associate of a user to a security role. In this blog, I will talk about another alternative. When you create a user in CRM online, plugins are n

      Read the full article here
    • Discount Calculation Method for Product Line Items in Dynamics 365

      Colin Maitland, 15 November 2018

      There are two methods that might be used by Microsoft Dynamics 365 for calculating the Extended Amount on Opportunity Products, Quote Products, Order Products and Invoice Products depending on the configuration of the Discount Calculation Method option in System Settings. By default this option is s

      Read the full article here
    • Gotcha with Bulk Deletion Jobs in Dynamics 365

      Roshan Mehta, 14 November 2018

      Bulk Deletion Jobs in Dynamics 365 allow you to build a query and then bulk delete records in the system that match that query. To save time, you can use an existing System or Personal view when building your Bulk Deletion criteria. However, there is one very dangerous issue with this. In Advanced F

      Read the full article here
    • Convert URL to Short Bitly URL in Dynamics 365

      John Towgood, 13 November 2018

      When marketing website promotions or news to customers we typically send messages through appropriate channels such as email, LinkedIn or SMS messages. Usually these messages contain URL links to a website where more detailed information can be found on the promotion or news. These messages can cont

      Read the full article here
    • Using the Power Platform Analytics to Manage Storage Usage for Dynamics 365

      Jared Johnson, 12 November 2018

      With the recent updates to the Power Platform Admin center, we now have a new way to check out what the statistics of what is using the storage in Dynamics 365. To get there you can either go directly to https://admin.powerplatform.microsoft.com, or click no the Try the new Admin center link from

      Read the full article here
    • How to Sign Out from Dynamics 365 Tablet App

      Jasper Marri, 08 November 2018

      Security is of course very important when dealing with customer data. One way to safeguard customer data is to sign out of Dynamics when not using it. When using the tablet app, the sign out button is not immediately visible. To sign out from the tablet app: 1.    From the Menu Bar, c

      Read the full article here
    • How to Connect Power BI to Dynamics 365

      Satyvir Jasra, 07 November 2018

      Power BI is a power analytics tool that allows us to visualize our data. We can create reports in Power BI using Dynamics 365 data. In this blog I will walk through the steps to create a connection between a Dynamics 365 instance and make a simple report using it. I will be using Power BI desktop a

      Read the full article here
    • Dynamics 365 Error Adding Product Bundles After Upgrade to Version 9

      Jared Johnson, 06 November 2018

      After doing a test upgrade of an 8.2 instance to Version 9, we received an error when adding product bundles to an opportunity where the bundle had existed in 8.2. When adding a bundle from the grid it would return an error with the code - 2147206380. And from the Opportunity Product form it would

      Read the full article here
    • 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

      Read the full article here
    • Business Required Read Only Fields in Dynamics 365 v9

      Jordan Hohepa, 25 September 2018

      Within Dynamics 365 fields can be set as business required, which helps to ensure these fields need to be populated for the record to be saved. Fields can also be set as read-only, preventing Users from entering data manually. Prior to v9, the business required validation was always enforced, even i

      Read the full article here
    • 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

      Read the full article here
    • Conditional Images in DocumentsCorePack

      John Towgood, 21 September 2018

      Documents CorePack add-on provides functionality of transforming data/information from Dynamics 365 into professionally looking documents. The Documents CorePack Client provides an easy way of generating templates using standard Microsoft Word layouts combined with Documents CorePack Template Design

      Read the full article here
    • 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

      Read the full article here