• How to Display More Than One Entity List on a Power Platform Portal

      Satyvir Jasra, 29 July 2019

      With Power Platform Portals we can provide users a personalized experience from a website. We can integrate Portals with Dynamics 365 and show the data to the Portal users without them having to sign into Dynamics 365. For example, we can show the data in Dynamics 365 views using ‘Entity Lists’ on

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    • Dynamics 365 Portals New Feature - Manage SharePoint Documents

      Satyvir Jasra, 09 July 2019

      In Dynamics 365, we can utilise the ‘Document Management’ functionality to upload documents for different entity records. For example, I can upload and/or view them for a Contact record. However, this functionality wasn’t available for the Dynamics 365 Portals until the 2018 October release. In this

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    • Dynamics 365 Portal Entity Form Breaks after Adding a Control on a Field

      Satyvir Jasra, 19 June 2019

      Dynamics 365 allows us to customize Entity forms by adding custom controls to the fields for a more enhanced User Experience. For example, we can add ‘Flip – Switch’ as a control for a ‘Two Option Set’ field. This ‘Flip – Switch’ control changes the look and feel of a ‘Two Option Set’ field. I added

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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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    • Dynamics 365 Running Slow or not Responding after v9 Upgrade

      Satyvir Jasra, 13 February 2019

      After an upgrade of a Dynamics 365 instance from v8.2 to v9, many users reported an issue where the Dynamics 365 was not loading, or it was loading the pages very slowly. The users were trying to access Dynamics 365 on web client. The solution to this problem was to clear the browser cache of the af

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    • Users Not Disabling in Dynamics 365 v9 Online

      Satyvir Jasra, 11 February 2019

      To disable a user in Dynamics 365 online, we can remove their Dynamics 365 licences on Office Admin Centre. However, we recently had an issue where we removed all the licences for a user that included Dynamics 365 in Product licenses list and yet the user was still enabled in Dynamics 365 instances

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    • How to Connect Power BI to Dynamics 365

      Satyvir Jasra, 07 November 2018

      Power BI is a power analytics tool that allows us to visualize our data. We can create reports in Power BI using Dynamics 365 data. In this blog I will walk through the steps to create a connection between a Dynamics 365 instance and make a simple report using it. I will be using Power BI desktop a

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    • Unable to View Shared Power BI Dashboard in Dynamics 365

      Satyvir Jasra, 13 September 2018

      We can create and share Power BI dashboards with other users, and similarly we can create a personal dashboard in Dynamics 365 and share it with the other users. Occasionally users like to create and share personal dashboards with other users. However, some users might report an issue where they do

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    • How to Use Power BI Dashboards in Dynamics 365

      Satyvir Jasra, 11 September 2018

      With the Power BI and Dynamics 365 integration, many Power BI reports and dashboards are created using Dynamics 365 data. However, there are times when we don’t want to maintain charts in Dynamics 365 and Power BI separately. Therefore, it is best to use Power BI dashboard itself in Dynamics 365. In

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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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    • 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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    • 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 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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    • 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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    • 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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