• Dynamics 365 Currency Configuration for Price List Items

      Colin Maitland, 20 May 2019

      In Dynamics 365 several Pricing Methods may be used for the configuration of Price List Items. These are Currency Amount, Percent of List, Percent Markup and Percent Margin. The Percent Markup and Percent Margin Pricing Methods may be proportional to either the Current Cost or the Standard Cost of t

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    • Fields not Appearing for OOTB Merge Button in Dynamics 365

      Ronelle Raath, 17 May 2019

      In Dynamics 365 v9 you are able to merge two records together using the Out-Of-The-Box (OOTB) Merge Button. The Merge Button appears when you select up to two records in a View and allows the data of two records to be merged into one. The Merge button will appear in the ribbon. When selecting the M

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    • Using Document Templates in Dynamics 365

      Ronelle Raath, 16 May 2019

      Why use Document Templates in Dynamics 365? Having document templates set up can improve document quality across the whole business. It can save time by having a document populated with Dynamics 365 data with just a few clicks as well as ensure a consistent look and feel out to your customers.I have

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    • Ensuring users can view Duplicate Records in Dynamics 365 v9

      Alfwyn Jordan, 14 May 2019

      Recently one of our Dynamics 365 clients came to us saying that some users were unable to see the results of a duplicate detection rule when entering new contacts. Instead of seeing the duplicates that had been found by the rule, an empty view like the one below was displaying:  After a bit of

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    • Unified Interface Settings in Dynamics 365 v9 April 2019 Release

      Ronelle Raath, 13 May 2019

      With the April 2019 Release of Dynamics 365 version 9, a few things have changed. One being the options within the settings cog located at the top right-hand corner of the screen.You now have a few different options: 1.    Personalization Settings 2.    Advanced Setting

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    • Dynamics 365 - Who Created that Solution?

      Roshan Mehta, 09 May 2019

      Here’s a quick and easy tip for you. Suppose you have multiple people in your organisation with the System Administrator or System Customizer Security Roles. This gives them the right to create solutions. Sometimes, a change is made in your system and even though you can track it down to a solution

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    • Bookmarklet to open a record in the Classic Web Client

      Jared Johnson, 03 May 2019

      If you have set the Unified Interface Client as the default (details on how to do this are here) you may want to quickly open a record in the classic Web Client. For instance, you may want to access the Background or Realtime processes sessions for a record and these are not currently viewable in th

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    • Creating a Dynamics 365 Trial Instance without any preinstalled apps

      Isaac Stephens, 29 April 2019

      Back in 2017, this blog showed you how to get a 30 day trial of dynamics 365. These trial instances of Dynamics 365 are all prebuilt applications, which may or may not be useful to your business. This blog will show you how to get a fresh instance of Dynamics 365 with no preinstalled applications. F

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    • Setting up Error Logging for Dynamics 365 Portals

      Jordan Hohepa, 23 April 2019

      Recently one of our clients ran into issues with the Dynamic 365 Portal. As we were attempting to find a solution to the issues they were receiving we came across the error message shown in the below screenshot. As you can see, this is a very generic error and doesn’t provide us with much informati

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    • How to fix the 'Could not find the entity' error in KingswaySoft SSIS

      Arpit Malhotra, 18 April 2019

      When doing a data migration using KingswaySoft, you may encounter the following error upon migrating activities where ‘mag_entityname’ is the Entity you are migrating: “System.Exception: An error has occurred when retrieving metadata for CRM entity 'mag_entityname': CRM service call returned an err

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    • OptionSet Mapping in KingswaySoft SSIS

      Arpit Malhotra, 16 April 2019

      Mapping CRM OptionSets is fairly simple when migrating data using KingswaySoft SSIS. It allows you to either map the options using the optionset value or using the optionset name. However, things may become complex if your source and the destination system have optionsets with different value and di

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    • Enable Entities for Dynamics 365 for Outlook

      Megha Kainth, 15 April 2019

      Dynamics 365 App for Outlook lets you create activities, track emails, create records in CRM from Outlook. Some out of the box entities are searchable by default - for example Account, Contacts and Leads. Some entities such as custom entities aren’t available in the app out of the box. To allow use

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    • Data Import Error - Microsoft Dynamics 365 Fields were not Found

      Megha Kainth, 12 April 2019

      One of our clients had an issue with Data Import, where while trying to import data an error was getting displayed – "The Records were not updated because the following Microsoft Dynamics 365 fields were not found: <field name>". This was a bit strange as the field was right there in the Heade

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    • Combine Columns to Import Data in Dynamics 365

      Megha Kainth, 11 April 2019

      Recently, one of our clients was having trouble while importing data in Dynamics 365. They exported data from another system to import into Dynamics 365. That system has fields for First Name and Last Name but has no combined field for Full Name. They exported the data in a csv file and wanted to i

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    • Fix Incorrectly Created Status Reasons in Dynamics 365

      Alfwyn Jordan, 10 April 2019

      You’ve accidentally deleted the default status reason of an entity and now you’re receiving an error code 0x80040353 every time you create a new record in the entity, and you want to know how to solve the issue. First, you’re going to create a new solution with just the entity involved and then you’

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