• 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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    • How to Manage User Roles in Bulk for Dynamics 365

      Satyvir Jasra, 23 May 2018

      Recently for a project, I was required to manage security roles of several teams and users. Managing roles for each user and/or team can be time consuming and it is easy to make a mistake. Upon doing some research I realized that we can use a tool to manage roles of users and/or teams in bulk. In th

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    • How to Add Mail Merge Button Back to Command Bar in Dynamics 365

      Satyvir Jasra, 22 May 2018

      Recently I upgraded Dynamics CRM 2011 to Dynamics 365.  However, after the upgrade was done, Mail Merge button was no longer available in the command bar of some views. For example, when I accessed associated Contact records of an Account record, there was no option to select Mail Merge for the

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    • How to Find Which Form Each Dynamics 365 Field is Being Used On

      Satyvir Jasra, 15 May 2018

      While working on a project, I had to figure out whether if a field was being used on any of the forms or not. If we go through each form and create a list of fields used, it will be very time consuming, and it is easy to make mistakes with this approach. Upon doing some research I figured out that w

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    • How to Use Dynamics 365 Appointment Form on Outlook Client

      Satyvir Jasra, 14 May 2018

      Recently, I was setting up Microsoft Dynamics 365 for Outlook for one of our clients. After the setup was completed, one of the users wanted to use Dynamics 365 form while creating an Appointment record. The user was using Outlook 2013. Previously, they were prompted with the Outlook form. By defau

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    • Workaround for Phone to Case Business Process Flow Errors in Dynamics 365

      Satyvir Jasra, 10 May 2018

      Recently, I had to modify an out of the box business process flow in Dynamics 365 called Phone to Case. I added another field as a step in one of the stages. The version of Dynamics 365 instance I used was 8.2. After the changes were made, I ran into following issues: The users were getting “Server

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    • Can't Find Any Apps Error on Dynamics 365 v9 Mobile Client

      Satyvir Jasra, 30 April 2018

      When a non-admin user tries to access Dynamics 365 through mobile client, by default they have no apps to select. They are shown a message on the home screen which reads: “We can’t find any apps for your role. To check for recently-added apps, select Refresh”. In previous version of Dynamics 365, if

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    • Using MultiSelect Option Set field to Hide Navigation Items in Dynamics 365

      Satyvir Jasra, 20 April 2018

      Dynamics 365 July Update includes a new attribute type called “MultiSelect Option Set”. It is like the existing “Option Set” attribute type, except now a user can make multiple selections. We can use this to let the users select which items are available in the navigation area for a specific record

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    • Setup Inactivity Timeout in Microsoft Dynamics 365 Online

      Satyvir Jasra, 16 April 2018

      In Microsoft Dynamics 365 online, we have the option to set up an inactivity timeout, which automatically logs the user out of CRM after a certain period of time. The setup process is quite easy and in this blog, I will go through the steps to make such changes. In Dynamics 365 online instance, go t

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    • Solution Form Social Pane Issue After CRM 2011 to Dynamics 365 Upgrade

      Satyvir Jasra, 01 March 2018

      Recently, we upgraded a client’s CRM 2011 to Dynamics 365. On the forms of many entities, the Social Pane wasn’t working normally. The users were not able to add activities and notes.  After some trial and error, I found a solution this problem. I created a new form for the affected entities

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    • Fixing Incorrect Views Width After CRM 2011 to Dynamics 365 Upgrade

      Satyvir Jasra, 14 February 2018

      Recently, we upgraded a client’s CRM 2011 to Dynamics 365. For some entities, the associated view of related entities of a record didn’t have the correct width when accessed from the navigation area, resulting in some whitespace to the right of the screen as shown in the yellow highlighted area belo

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    • How to Change User Session Timeout Settings in Dynamics 365 Online

      Satyvir Jasra, 13 February 2018

      In Microsoft Dynamics 365 online, timeout for a user’s session is set to 24 hours by default. This means a user is not required to re-enter their login details for up to 24 hours. However, now we can update these settings based on our requirements. In this blog, I will go through the steps to make s

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    • How to Fix Invalid User Authorization Error in Dynamics 365 Upgraded Workflows

      Satyvir Jasra, 08 December 2017

      Recently, we upgraded a client’s CRM 2011 to Dynamics 365. In CRM 2011 instance, there were some workflows that were using custom workflow activities. However, after the upgrade, we were getting an error in Dynamics 365 saying, “Invalid User Authorization – The user authentication passed to the plat

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    • Introduction to a new Dynamics 365 Setting - Allow text wrapping in form fields labels and values

      Satyvir Jasra, 30 November 2017

      Microsoft’s Dynamics 365 July Update includes a new simple, yet very useful  setting called “Allow text wrapping in form fields labels and values”. This setting is available in “System Settings” under “General” tab. In this blog, I will be going through what this setting does, and how it change

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    • How to Change the Panel Header Colour of a Sub-Grid in Dynamics 365

      Satyvir Jasra, 01 December 2017

      Microsoft released Dynamics 365 July update with many new features and enhancement. One of enhancements that it came with is allowing users to change colour of a sub-grid’s panel header. To change the colour of the panel header is a very easy process and it helps users to have a greater experience b

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