• Using JavaScript to Set Quick View Form Visibility in Dynamics 365

      Jordan Hohepa, 23 August 2018

      Quick View Forms in Dynamics 365 are a nice way to display data from a related record without having to write any kind of code to retrieve it. The screenshot below shows part of an Account form, which has a lookup to a Parent Account. The Customer Details section in the bottom part of the screenshot

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    • Unhandled Scenarios for Dynamics CRM Email Integration

      Roshan Mehta, 22 August 2018

      Microsoft Dynamics CRM/365 provides functionality to integrate your CRM with your mail system. This allows you to track email messages in CRM and send timely email messages to the people that matter most for your organisation. There are several options available for email integration with Dynamics C

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    • Sorting Views By Parent Entity Attributes in Dynamics 365

      David Mochrie, 21 August 2018

      Sometimes a new feature is released in Dynamics 365 with little or no fanfare. It could be something very small and it just slips under the radar. Sometimes when I stumble across these new features I start to doubt myself, and wonder if it's been there all along. I often have to check back on older

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    • System Calculated Fields - Dynamics 365 Quote and Order Discounts

      Colin Maitland, 20 August 2018

      In the third part of this three-part series I will describe two system calculated fields for Quotes/Orders that provide system calculated totals for the discounts that have been applied to the Quote/Order. These two fields are not displayed on the Order form but can be added to the Order form if req

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    • Unable to Import Solution Because of SQL Replication

      Satyvir Jasra, 16 August 2018

      During a recent solution import for Dynamics 365, the import kept on failing even though the solution contained only an updated JavaScript Web Resource. The solution was being imported to a Dynamics 365 on-premise environment with version 8.2.0.749. The error message was: “An error has occurred. Tr

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    • System Pricing Calculations for Quotes and Orders in Dynamics 365

      Colin Maitland, 15 August 2018

      In this article I will briefly describe the System Pricing Calculations for Quotes/Orders in Microsoft Dynamics 365. It is possible to disable the System Pricing Calculations for all the pricing fields on Opportunities, Quotes, Orders and Invoices in Dynamics 365. Refer to https://msdn.microsoft.com

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    • Things to Look out for when using Business Rules in Dynamics 365

      Satyvir Jasra, 14 August 2018

      Business rule in Dynamics 365 allows us to create simple rules and recommendations to apply logic on the form without the use of JavaScript. However, it can sometimes cause issues for JavaScript logic. For example, based on the requirements, I had to hide the Company Profile section on the Account f

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    • Lookup Filtering using AddCustomFilter vs AddCustomView in Dynamics 365

      Zoe Sands, 09 August 2018

      Lookup Filtering Options and Gotchas in Dynamics 365 When it comes to lookup filters, sometimes the out of the box related Records Filtering doesn’t quite make the cut. You may want to filter by common values on the entity other than lookups or by more than one lookup. This is where you can utilize

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    • Unable to Import Solution Because of Invalid XML

      Satyvir Jasra, 08 August 2018

      In Dynamics 365, we have the option to modify the charts by changing its XML. I recently created a new custom chart in Dynamics 365, and I had to modify its XML based on my requirements. However, during the solution deployment to another instance, the deployment kept on failing. Following is the mes

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    • How to Provide User Access to Update Global Option Sets in Microsoft Dynamics 365

      Colin Maitland, 07 August 2018

      In Microsoft Dynamics 365, it is possible to provide access for Users to add and update the options in a Global Option Set without the need to assign them either the System Administrator or System Customiser Security Roles. Here’s how. Add these four permissions to an existing or new Security Role a

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    • How to Export and Import Themes in Dynamics 365

      Satyvir Jasra, 06 August 2018

      In Dynamics 365, themes are not solution aware. Most of the time we need to recreate the custom theme for each instance. However, there is a way to export the theme from one instance and then import it back to another instance. By doing so, we can save a lot of time when it comes to keeping the sam

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    • Dynamics 365 Open Lookup in New Window

      John Towgood, 03 August 2018

      The default behaviour when a user clicks on a lookup field in Dynamics 365, is that it opens the record in the same window. In some scenarios this behaviour is not ideal since users may want to open related lookup records in another window to view more information to assist in populating fields in t

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    • Automatically Apply Discounts to Quotes And Orders in Dynamics 365

      Colin Maitland, 30 July 2018

      In the second part of this three-part series I will describe three methods by which a discount can be automatically or manually applied to Quote/Order Products. Quote/Order Products have the following fields that may be used to apply a discount: •Manual Discount Amount: Is a manually applied dollar

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    • Adding Manual Discounts to Quotes and Orders in Dynamics 365

      Colin Maitland, 27 July 2018

      In the first part of this three-part series I will describe two methods by which a discount can be manually applied to a Quote/Order in Microsoft Dynamics 365. Orders and Quotes have the following fields that may be used to apply a discount: •    Discount Percent: Is a manually applie

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    • Chart Subgrid Label Not Being Set in a Dynamics 365 Dashboard

      Satyvir Jasra, 24 July 2018

      While adding charts to a dashboard, I came across an issue where I couldn’t change the properties of a chart in a dashboard. The reason I couldn’t update the properties was that the Label field was not populated. This is a required field, which is automatically set when we add the chart in the dashb

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