• How to Manage User Roles in Bulk for Dynamics 365

      Satyvir Jasra, 23 May 2018

      Recently for a project, I was required to manage security roles of several teams and users. Managing roles for each user and/or team can be time consuming and it is easy to make a mistake. Upon doing some research I realized that we can use a tool to manage roles of users and/or teams in bulk. In th

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    • How to Add Mail Merge Button Back to Command Bar in Dynamics 365

      Satyvir Jasra, 22 May 2018

      Recently I upgraded Dynamics CRM 2011 to Dynamics 365.  However, after the upgrade was done, Mail Merge button was no longer available in the command bar of some views. For example, when I accessed associated Contact records of an Account record, there was no option to select Mail Merge for the

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    • How to Connect to Microsoft Dynamics 365 Version 9 in C#

      Adam Murchison, 21 May 2018

      Have you tried to connect to a CRM via C# and gotten the following error: The reason this occurs is because CRM have updated their requirements to connect to their services. The requirement is to set the Security Protocol property to TLS1.2 or (Transport Layer Security Protocol 1.2). You can simply

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    • Filter N:N Add Existing Lookup Dynamics 365 V9 Supported Code

      Paul Nieuwelaar, 17 May 2018

      Historically filtering the N:N Add Existing lookup has not been something that we could do in a supported way. It’s been possible to do this using unsupported JavaScript, which originated back in CRM 4.0, and has needed to be rewritten for CRM 2011, CRM 2011 UR12, CRM 2013, and CRM 2016 because of C

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    • Filtered Lookups in Editable Grids for Dynamics 365

      David Mochrie, 16 May 2018

      Editable grids are a very convenient way to update data in Dynamics 365. Lookups, and specifically filtered lookups, warrant special attention in editable grids as some of the out of the box behaviour may surprise you. Quick Recap on Filtered Lookups Filtered lookups allow you to display a subset of

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    • How to Find Which Form Each Dynamics 365 Field is Being Used On

      Satyvir Jasra, 15 May 2018

      While working on a project, I had to figure out whether if a field was being used on any of the forms or not. If we go through each form and create a list of fields used, it will be very time consuming, and it is easy to make mistakes with this approach. Upon doing some research I figured out that w

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    • How to Use Dynamics 365 Appointment Form on Outlook Client

      Satyvir Jasra, 14 May 2018

      Recently, I was setting up Microsoft Dynamics 365 for Outlook for one of our clients. After the setup was completed, one of the users wanted to use Dynamics 365 form while creating an Appointment record. The user was using Outlook 2013. Previously, they were prompted with the Outlook form. By defau

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    • Workaround for Phone to Case Business Process Flow Errors in Dynamics 365

      Satyvir Jasra, 10 May 2018

      Recently, I had to modify an out of the box business process flow in Dynamics 365 called Phone to Case. I added another field as a step in one of the stages. The version of Dynamics 365 instance I used was 8.2. After the changes were made, I ran into following issues: The users were getting “Server

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    • How to Fix Dynamics 365 Quick Create Forms on Google Chrome

      Adam Murchison, 09 May 2018

      When opening the quick create form it will initially expand and display correctly, however on another attempt the form does not expand and displays as below: This is very frustrating and started occurring on the Google Chrome update number 65. You must clear your cache for you to use this form again

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    • Opportunity Products Subgrid Issues in Microsoft Dynamics 365 v8.2.1259

      Jordan Hohepa, 08 May 2018

      At the time of writing this blog, an update for Dynamics 365 Online instance has been pushed with a version number of 8.2.1259. With this update, I found two issues regarding the functionality of the Out of the box Opportunity Products Subgrid’s inline edit view. The first issue would cause the subg

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    • Trigger Rollup Field Recalculation using Dynamics 365 WebAPI and JavaScript

      Dominic Jarvis, 07 May 2018

      A common operation that is performed when working with records in Microsoft Dynamics 365 is rollup field recalculation. This is because by default, rollups are only recalculated once every hour. If you have logic that requires you to present the result of a rollup field immediately (for reporting pu

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    • Common Errors When Working with the Dynamics 365 WebAPI

      Dominic Jarvis, 04 May 2018

      Like anything, the Microsoft Dynamics 365 WebAPI has its quirks. It can be confusing at times, and occasionally does some odd things. I’ve compiled here a short list of some of the more confusing aspects of the WebAPI, to stop you from getting caught out. Request Syntax The request syntax for most r

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    • Preventing Duplicate Email Signatures in Workflows in Dynamics 365

      Jared Johnson, 03 May 2018

      When generating emails automatically in Workflows, you often will want to include a signature. It is possible to retrieve the Email Signature entity in a Custom Workflow activity and return the HTML which can be added into the email. While this will appear to work fine if the email is also sent in t

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    • How to Prevent Creation of Duplicate Records in Dynamics CRM Online

      Adam Murchison, 02 May 2018

      When using duplicate detection rules, it is not possible to stop creation of a duplicate record, you can still proceed to create the record if you wish. You may wish to prevent creation of a record with the same name for example, this would be done using Alternate keys. WARNING: If you try creating

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    • JavaScript and the Dynamics 365 WebAPI for Beginners - Associating Records

      Dominic Jarvis, 01 May 2018

      An action that needs to be commonly performed in Dynamics 365 is associating and disassociating records. These records may be associated via a 1:N or an N:N relationship, and you may want to either create or remove this association. Performing this action via the WebAPI is actually remarkably easy.

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