• 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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    • How to Create, Share, Delete and Set a Personal View to Default in Microsoft Dynamics 365

      Harshani Perera, 09 April 2019

      A view in Microsoft Dynamics 365 is like a saved query where you can add filters to show the relevant records you require. Once you create the view with your criteria, all you need to do is select the view in CRM and you will see all the records that meet this criteria. Before you create, share or d

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    • Upgrading to Dynamics 365 with Click Dimensions

      Zoe Sands, 08 April 2019

      When upgrading to Dynamics 365, it’s important to be aware of any add-ons you may have. For example, we recently upgraded a system from Dynamics CRM 2015 to Dynamics 365 Online which contained Click Dimensions. The Dynamics 365 Online environment already had Click Dimensions installed. When importin

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    • How to Set the Entity Image on a Contact in Dynamics 365 Using C#

      Adam Murchison, 05 April 2019

      When trying to set an entity image for a contact programmatically it may seem logical that you would set it using the base64 string of an image just like you would set the ‘documentbody’ field in an annotation, but this is not the case for entity image. When deciding on an entity image for the conta

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    • Enabling the New Dynamics 365 Online Unified Interface by Default

      Paul Nieuwelaar, 04 April 2019

      In Dynamics 365 Online, you can now set the Unified Interface client as the default and only mode for users. In other words, you can completely disable the old classic UI, and force users onto the new UCI. Previously this was not possible, so when users tried to access the default URL, e.g. https:/

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    • Get More Storage Space by Switching to the Latest Dynamics 365 CRM Licensing

      Gayan Perera, 03 April 2019

      In April 2019, Microsoft announced a raft of changes to the way Dynamics 365 CRM licensed. One these changes is related to storage. Prior to April 2019, the following was true: •    Storage meant data records + files + audit records •    10GB of storage by default •&nbs

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    • Dynamics 365 CRM and NZBN Add-On Solution Now Available!

      Gayan Perera, 01 April 2019

      A New Zealand Business Number (NZBN) is a free, globally unique identifier, available to all Kiwi businesses. With an NZBN, it’s faster and easier for businesses to connect and interact, which will save everyone time and money. An NZBN holds all the key information organisations are most often aske

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    • Data Migration Is like Moving House

      Nick Chin, 29 March 2019

      I’m Nick and I have been working with Microsoft Dynamics CRM for over 10 years. In that time, I have done many data migrations and I have also moved to a new house a few times. There are many similarities between data migration and moving to a new house; I’m going to list a number of lessons I have

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    • Hide/Unhide Search fields on Lookup Window in Dynamics 365

      Jasper Marri, 28 March 2019

      An overlooked feature of Dynamics 365 is the ability to hide the search box on lookup window for an entity. In this blog, I would like to share how we can do that as it can be used to keep users from searching on look up window if necessary. Let’s use the Account entity as an example: We have a par

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    • New Dynamics 365 Portal Feature: Diagnose and Resolve Problems

      Jordan Hohepa, 27 March 2019

      With recent upgrades to the Dynamics 365 Portal there are a few new options available on the Portal Configuration page. These options can be seen on the left side navigation in the screenshot below. To get to this configuration page you need to navigate to the Dynamics 365 Administration Center, cli

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    • Why Can't I Track or Set Regarding For Emails?

      Nick Chin, 26 March 2019

      In Dynamics 365, Microsoft have introduced the ‘Dynamics 365 App for Outlook’ to replace the old ‘CRM for Outlook’ plugin.Often users will want to track emails from Outlook in their CRM system. The ‘Track’ and ‘Set Regarding’ functionality in Dynamics 365 lets you link your email to an Entity like a

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    • Error with Editable Grids and Associated Views in Dynamics 365 v9

      Jordan Hohepa, 11 March 2019

      With Dynamics 365 v9 Views and Subgrids you can now make each row editable without having to open the record itself. This can be activated for specific Views and Subgrids or at an Entity Level so all Views for a certain Entity become editable. Separate to this, the ability to filter Associated Views

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    • Referencing Collection Columns in PowerApps

      Alfwyn Jordan, 08 March 2019

      When using PowerApps it is quite easy to work with and refer to individual columns in a collection. For example, if we have a collection of fruit, created using the following code:     Collect(Fruit, {ID:“1”, Type:“Apple”, Colour:“Green”}, {ID:”2”, Type:”Lemon”, Colour:”Yellow”},

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    • Lookups Defaulting to Incorrect View in Dynamics 365 v9

      Jordan Hohepa, 07 March 2019

      In Dynamics 365 you can select the default view that a Lookup field will display when selecting an existing Lookup value. Along with this you are also able to select which views, if any, a User can select. In D365 v9 however there is an issue that can occur when defaulting the view, which will be de

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    • Error when Qualifying a Lead in Dynamics 365

      Zoe Sands, 06 March 2019

      While working with Leads in a Business Process Flow in Dynamics 365, I had a user decide they needed to edit some information on a recently Qualified Lead. They reopened this Lead, made their change and then tried to close it again only to be presented with the following error: Upon inspecting the l

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