• New Fully Customizable Dialogs in Dynamics 365 with Alert.js 3.0

      Paul Nieuwelaar, 14 March 2018

      Alert.js version 3.0 is going to be available very soon, and with it comes a bunch of cool new features, most anticipated of all is the new ‘showPrompt’ function which enables you to create fully customizable prompts, similar to what dialog processes provide in Dynamics 365. Microsoft recently depre

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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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    • Filter N:N Add Existing Lookup Dynamics 365 V9 Supported Code

      Paul Nieuwelaar, 17 May 2018

      Historically filtering the N:N Add Existing lookup has not been something that we could do in a supported way. It’s been possible to do this using unsupported JavaScript, which originated back in CRM 4.0, and has needed to be rewritten for CRM 2011, CRM 2011 UR12, CRM 2013, and CRM 2016 because of C

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    • How to Globally Define Error Reporting Preferences in Microsoft Dynamics CRM 2016

      Paul Nieuwelaar, 14 November 2017

      In the past I’ve talked about how easy it is to prevent these types of errors in Microsoft Dynamics CRM by turning them off at a system level, rather than leaving individual users to do it. Microsoft Dynamics CRM 2013, and Microsoft Dynamics CRM 2015In Dynamics CRM 2013 and 2015, when you go to Set

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    • How to Fix Duplicate Detection Dialog Showing No Records in Microsoft Dynamics 365

      Paul Nieuwelaar, 13 November 2017

      Recently we had an issue in Microsoft Dynamics 365 where the “Duplicates Detected” dialog was popping up on create of a contact, indicating that one of the duplicate detection rules found a match, but instead of being able to review the potential duplicate records, it was showing “None”. After revie

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    • Bookmarklet for Creating a Record with Specific GUID in Dynamics 365

      Paul Nieuwelaar, 10 November 2017

      When we’re creating Dynamics 365 solutions, we often need to create “reference” entities which we use with lookup fields to give us more flexibility than basic option set fields. For example, having a lookup for Country on accounts. When populating the lookup values for these entities, the system as

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    • How to Specify Custom DateTime Placeholder Format in ClickDimensions for Dynamics 365

      Paul Nieuwelaar, 09 November 2017

      When adding DateTime fields into a ClickDimensions email template or email send for Microsoft Dynamics 365, you need to create a placeholder which looks something like this, just like with any other placeholder: ${Recipient.contact.createdon[0]!""} The problem with this is that it displays in the de

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    • How to Remove Switch to Another App Navigation Menu in Microsoft Dynamics 365 Online

      Paul Nieuwelaar, 08 November 2017

      So you're trying to navigate somewhere in Microsoft Dynamics 365 Online, and you click the little down arrow next to the Dynamics 365 logo, because in past versions of CRM that's the go-to place for navigating. But instead of being welcomed with the beautiful Microsoft Dynamics 365 navigation menu,

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    • Filter N:N Add Existing Lookup Dynamics CRM 2016 Turbo Forms

      Paul Nieuwelaar, 20 June 2016

      In CRM 2016, when turbo forms are enabled, pretty much any unsupported code will break. Usually it’s easy enough to add a ‘parent.’ To the front of any unsupported code, however if you’re using the code from my blog post on how to do this in CRM 2013, there’s a few tricky things that need to be upda

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    • Dynamics CRM Share a Personal View with SYSTEM User

      Paul Nieuwelaar, 16 June 2016

      Why would you want to do this? Well if you’re reading this you probably have a good enough reason. My reason was because we needed to retrieve a personal view in a plugin. It needed to be a personal view because certain users should be able to edit the view, and we can’t give users access to customi

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    • QueryExpression Filter Lookup by Name instead of ID CRM 2016

      Paul Nieuwelaar, 12 April 2016

      In CRM if we want to filter a query using a particular lookup value, e.g. if you had a lookup to Country and you wanted to query all Accounts where the Country is New Zealand, you could achieve this in a couple of different ways. The first and most obvious way, is to directly reference the country

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    • Configuring CRM Server Side Sync with Gmail

      Paul Nieuwelaar, 17 February 2016

      For some reason I always seem to have problems configuring server side sync with Gmail addresses, and it always seems to be the same setting in Gmail which is blocking the connection, so I'm writing about this to make it easier for anyone else setting up server side sync with Gmail (including myself

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    • CRM Server Side Sync Credentials Disabled - Allow Nonsecure Channel

      Paul Nieuwelaar, 16 February 2016

      When configuring server-side-sync for CRM 2013, CRM 2015, or CRM 2016, by default if you want to specify credentials for the Email Server Profile or Mailbox, the fields will be disabled if your CRM is running on HTTP like my development server here. Since I have no intention of making this server us

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    • A server certificate could not be validated for the Reporting Services Report Server

      Paul Nieuwelaar, 27 January 2016

      When you're installing Dynamics CRM (this is CRM 2015 in my case), the Reporting Services check may fail with the above error. For some reason, when you install SQL reporting services (this is SQL 2014 in my case), it defaults to using SSL, even though I have no intention of using HTTPS, as this is

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    • Working with Dynamics CRM Activity Party Lists in C# Plugins

      Paul Nieuwelaar, 07 September 2015

      Every time I have to do something with activities in CRM it ends up taking way longer than expected. Unlike most entities in CRM, activities have a lot of unusual relationships and field types, not to mention all the behind the scenes processes which tend to not like when you introduce your own cust

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