• Workaround for Command Bar Rendering Issue in Dynamics 365

      Satyvir Jasra, 17 July 2018

      We’ve seen an issue where the command bar was not showing on the form a record was opened in new window. This was a custom entity and version of Dynamics 365 we used was 8.2.0.749. There are two workarounds to solve this issue. Option 1 In the navigation area displays the Area Name in which the enti

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    • Using fetchXml with Xrm.WebApi.retrieveMultipleRecords in Dynamics 365 V9

      Jared Johnson, 12 July 2018

      Dynamics 365 V9 includes the new Xrm.WebApi helpers that allow you to access the Dynamics 365 Web API without having to create your own requests. The Xrm.WebApi.retrieveMultipleRecords method allows you to easily retrieve records, but the examples on MSDN only demonstrate how to use this using the O

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    • Custom SharePoint Integration with Microsoft Flow and Dynamics 365

      Dominic Jarvis, 11 July 2018

      SharePoint is a fantastic way to store documents and other files related to records in Dynamics 365. For one thing, the pricing for using storage in SharePoint is next to nothing compared to the price for the same amount of storage if purchased as database storage for Dynamics 365. Which is no surpr

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    • How to Fix a Failed to Upgrade Async Operation Records Error

      Arpit Malhotra, 29 June 2018

      Recently, while working on an upgrade from Microsoft Dynamics CRM 4.0 to Dynamics 365, I came across the below error while importing the CRM 4.0 organization database into CRM 2011: The error was resolved by obtaining the errored GUIDs of the workflow instances (system jobs) from the MSCRM error lo

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    • Complex SLA 7 - Testing Complex Custom SLA Instances in Dynamics 365

      Colin Maitland, 28 June 2018

      ↩ Part 6 - Configure SLA Instance Business Logic in Dynamics 365 In this article, the final article, in this series I will describe how I tested the SLA and demonstrate the results of a basic test. The results show that although each of the SLA KPIs are started and stopped when required, the Applica

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    • Unexpected Error on Exporting a Dynamics CRM Solution

      Arpit Malhotra, 26 June 2018

      When implementing a Microsoft Dynamics CRM upgrade from on-premise to online, you may encounter unexpected business process errors when exporting an already upgraded CRM solution to import into Dynamics 365 online. The error dialog box won't provide you any log file or any trace of the broken item.

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    • Tips on Using DocumentsCorePack in Dynamics 365 For Better Documents

      Roz Millar, 22 June 2018

      DocumentsCorePack is an add-on for document generation and management based on Dynamics 365 data.  It uses XML like the out of the box Word Templates but has more functionality such as combining with workflows to produce documents automatically, sending documents via email automatically, produc

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    • Complex SLA 6 - Configure SLA Instance Business Logic in Dynamics 365

      Colin Maitland, 21 June 2018

      ↩ Part 5 - Configure Multiple SLAs with SLA Instance in Dynamics 365 In this article I will describe some business logic that needs to be implemented for Opportunities and SLA Instances for the effective operation of the Opportunity related SLA Instances related SLA described in this series. Configu

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    • Find Records Without a Child Record in Dynamics 365 v8 and v9

      Satyvir Jasra, 20 June 2018

      Dynamics 365 v9 comes with improved Advanced Find where we can retrieve the records with no child record. However, due to Advanced Find limitations in Dynamics 365 v8 we do not have the ability to run such a query. Dynamics 365 Version 9 The Advanced Find query below shows how we can select Account

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    • Complex SLA 5 - Configure Multiple SLAs with SLA Instance D365

      Colin Maitland, 19 June 2018

      ↩ Part 4 - Configure Forms/Views for SLA Instances in Dynamics 365  In this article I will demonstrate how to configure a Service Level Agreement (SLA) for Opportunity related SLA Instances with multiple SLA Items based on the SLA KPIs previously described in this series. In this approach the

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    • Dynamics 365 App for Outlook is Missing under Manage Add-ins

      Miguel Nepomuceno, 18 June 2018

      I have a user who has encountered an issue where, when they are viewing their Outlook Add-ins via the ‘Manage Add-ins’ page, the Dynamics 365 App for Outlook Add-in is missing. What was interesting is that Dynamics 365 has indicated that it has already been installed and has already been ‘Added to O

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    • Complex SLA 4 - Configure KPIs for Custom SLA Instance in Dynamics365

      Colin Maitland, 15 June 2018

      ↩ Part 3 - Configure KPIs for Custom SLA Instance in Dynamics 365 In this article I will demonstrate how to configure the forms and views for SLA Instances, SLA KPI Instances and Opportunities for displaying the SLA and SLA KPI Instance information. Configure SLA KPI Instance Quick View Form for us

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    • Introduction to Adaptive Cards in Dynamics 365

      Jordan Hohepa, 14 June 2018

      Adaptive Cards are a great way to display an interactive card-like interface within applications like Outlook, Microsoft Teams, Bots and many more. The screenshot below shows a simple adaptive card which can be shown in different web chat channels and has a variety of text, an image and two buttons.

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    • Complex SLA 3 - Configure KPIs for Custom SLA Instance in Dynamics365

      Colin Maitland, 13 June 2018

      ↩ Part 2 - Create Custom SLA Instance Entity in Dynamics 365 In this article I will demonstrate how to configure a generic custom SLA KPI for use with SLA Instances in Dynamics 365 and how and why this differs dramatically from the approach used in my first series. In my first series I described the

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    • Solution for Global Search Not Showing Data in Field of Results in Dynamics 365

      Satyvir Jasra, 12 June 2018

      We recently ran into an issue where global search results for one of the entities wasn’t showing any data in the fields, for a system upgraded from CRM 2011 to Dynamics 365. The version of Dynamics 365 we used was 8.2.0.749. Upon digging further into this issue, I figured out that no column was sel

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