• Change in how to Enable Dynamics 365 Unified Interface

      Nick Chin, 25 October 2019

      The 2019 Wave 2 update has had some changes to the “Enable only the Unified Interface” setting.Paul’s blog describes how to enable the Unified Interface by default.Now with the Wave 2 release; “Enable only the Unified Interface” has been removed from the “System Settings”.This has been moved the Pow

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    • Facebook Lead Ad to Dynamics 365 via LeadsBridge and Flow

      Sean Roque, 24 October 2019

      Facebook is one of the largest social media platforms that offers high view rates and precision with the target audience. Combined with Microsoft Dynamics 365, a leading cloud-based business applications platform to store and manage this information, we end up with a powerful combination for enterpr

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    • Dynamics 365: Solving the Action Invalid Argument error with Flow

      Nick Chin, 23 October 2019

      Have you ever had the “Invalid Argument” error from an Action before?This can happen when you are retrieving a record with code and it returns a null. If an Action has an EntityReference output, then it must always return data. So, if you encounter this problem, what should you do?If the logic is co

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    • Error when Accessing Dashboards in Dynamics 365

      Sean Roque, 21 October 2019

      There was an instance for one of our clients where a single user was receiving the error message: “App for Outlook is the App Module for Dynamics 365 App for Outlook. This Action is not applicable.” and was unable to access the Dashboards area in Dynamics 365 Unified interface. At first glance you m

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    • Using Dynamics 365 and the Power Platform to better calculate the ROI on sponsoring events.

      Ryan Ingram, 18 October 2019

      Attending an annual trade or industry event as an exhibitor or a sponsor used to be a given. The Justification was always warranted – you were there to meet your customers, to meet prospects and push them further along the sales process or if you had to: “we need to be there as all of our competitor

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    • Quickly create a manually triggered Flow in Dynamics 365

      Nick Chin, 17 October 2019

      There are multiple ways to create a triggered Flow with Dynamics 365. One way is by browsing to the Flow centre and creating the Flow.If you’re logged into Dynamics 365, Flow be accessed from the top left by clicking the Office 365 app button, then selecting Flow.Select the “Create” tab.Since we are

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    • Modifying the Queue Command Bar in Dynamics 365

      Alfwyn Jordan, 16 October 2019

      Recently, as the Dynamics 365 administrator, I was tasked with removing the Assign button from the Queue form command bar. Easy enough, I thought. I’ll just create a solution with the Queue entity, open Ribbon Workbench and hide the button. But no, instead of being able to edit the command bar I rec

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    • Configuring Dynamics 365 Currency Fields in Power BI

      Colin Maitland, 10 October 2019

      In this article, I demonstrate the data type conversion that should be applied to Dynamics 365 Currency fields in Power BI; ie. to Fixed Decimal Number instead of to Decimal Number.In Microsoft Dynamics 365, “Currency” fields are stored in the underlying SQL Server database using the SQL Server Mone

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    • Security and Workflows in Dynamics 365

      Isaac Stephens, 09 October 2019

      In Dynamics 365 Workflows are assigned to a User, by default this will be the user who made the Workflow. This means that they run under the context of that User; having their security roles and field security profiles. If a System Admin creates a Workflow that uses a field with field security the W

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    • Importing Multi-Select Option Set Data with Data Import in Dynamics 365

      Jordan Hohepa, 08 October 2019

      In Dynamics 365, one of the Data Types you can set a field to is a MultiSelect Option Set. MultiSelect Option Sets are a pre-defined list of options where Users can pick multiple options from the list at one time. The screenshot below is an example of a MultiSelect Option Set with four options to ch

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    • How to Hide Non-Customisable Dashboards in Dynamics 365

      Megha Kainth, 03 October 2019

      In Dynamics 365, customisable dashboards can be hidden by altering the Security Roles that are able to view the dashboard. I wanted to hide a system dashboard for a client, and I learned that the Server-Side Synchronization Failures Dashboard cannot be customised. In this blog post, I will show you

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    • Getting Dynamics 365 formContext from Ribbon Workbench

      Alfwyn Jordan, 02 October 2019

      When calling functions in your custom JavaScript file, you often need to know the context in which the Client API is interacting with your CRM. Previously Xrm.Page was used to represent a form or an item on the form. But now we have switched to using the formContext object. This we can usually get o

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    • Merging Documents Core Pack Generated Documents in Dynamics 365

      Sean Roque, 30 September 2019

      Documents Core Pack comes with a useful “Create Document” button in enabled entities, where a pre-created template can be populated with data pulled from the fields on a Dynamics 365 record and its related records. When creating the template, conditional fields can even be inserted, which is a conta

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    • Showing Word Template Button in Dynamics 365 Unified Interface

      Adam Murchison, 26 September 2019

      For users who aren’t System administrators and System customizers the Word Template button may not be appearing in the Unified Interface. This is because they’re missing a security role privilege and I’ve seen numerous forum posts asking why it isn’t appearing.When you click the drop down on the com

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    • Enabling Users for Merge Functionality in Dynamics 365

      Sean Roque, 25 September 2019

      The merge functionality in Dynamics 365 allows users to combine any two records of the Account, Contact, Lead and Case entities where the fields from one record will carry over to the Master record and become deactivated. This is useful especially in cases of unexpected duplicate records.When creati

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