• 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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    • How to Get 30 Day Trial of Microsoft Dynamics 365 for Free

      Satyvir Jasra, 24 November 2017

      Microsoft allows us to sign up for 30 day Dynamics 365 trial for free. We can do this to test out new and up to date features that Microsoft Dynamics 365 comes with. This also allows us to use the trial instance for development purpose. In this blog, I walk through the steps to get access to Dynamic

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    • Introduction to Behaviours of Date and Time Fields in Dynamics 365

      Satyvir Jasra, 17 November 2017

      In Microsoft Dynamics 365, the “Date and Time” data type is used quite often. Based on the requirements, we have the options to choose the format between “Date Only” and “Date and Time”. But what matters the most is the accuracy of information being generated from the data, and this has been an issu

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    • How to Display Image Saved Using Pen Control on Web Client In Dynamics 365.

      Satyvir Jasra, 20 October 2017

      Microsoft Dynamics 365 comes with a feature called “Pen Control”, which allows the users to directly draw and add a signature in Dynamics 365 App. But there are some limitations. The user has the ability to draw and input a signature only on mobile client, not web client. Also, on mobile client a sa

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    • How to Create Email Signatures in Microsoft Dynamics 365

      Satyvir Jasra, 14 October 2017

      Microsoft Dynamics 365 comes with a feature to let users set their own Email Signature. Setting up a new signature is a simple process. In this blog, I will walk through the necessary steps to create a new email signature and how you can use it. 1. Once you have logged into Dynamics 365, click on th

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    • How to Customise Excel Reports Using Macros, Visual Basic, and Select All Sheets

      Satyvir Jasra, 09 October 2017

      Recently for one of my projects, I was required to create an Audit Report which showed all the mandatory fields within the client’s Microsoft Dynamics 365 environment. Upon doing some research, I figured out that “Metadata Document Generator” tool from http://www.xrmtoolbox.com/ can be used to gener

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    • Introduction to Rollup Views in Microsoft Dynamics 365

      Satyvir Jasra, 08 October 2017

      Microsoft Dynamics 365 includes a feature called Rollup views, which allows users to view Activities of child record from its parent record. Until now, associated activities of custom entities were not rolled up to the related parent record. In this blog, I will walk through the steps to accomplish

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    • How to Use Vector Format (SVG) File as a Web Resource in Dynamics 365

      Satyvir Jasra, 08 October 2017

      Microsoft Dynamics 365 July Update allows us to add new types of Web Resources, and one of those new types is Vector Format (SVG). In this blog I will talk about why this is a good news for Developers and how easy it is to change the dimensions of an SVG file.  For those who are not familiar w

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    • How To Use JavaScript for Editable Grids in Dynamics 365

      Satyvir Jasra, 07 October 2017

      Editable Grid is a custom control that was released for Microsoft Dynamics 365. It basically gives users the ability to update records from a view without the need of opening form. We are also able to register the events to run our custom JavaScript logic. In this blog, I will go through the type of

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    • How to Create App Modules Using App Designer in Dynamics 365

      Satyvir Jasra, 06 October 2017

      Microsoft Dynamics 365 comes with a new feature called App Designer. It allows us build our own task based applications by defining a subset of overall solution components to create an App Module. This enables the users to focus only on the components necessary to perform their tasks. An App Module

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    • How to Setup Tooltips and Icons in Microsoft Dynamics 365 Custom Views

      Satyvir Jasra, 04 October 2017

      A user’s analysis becomes simple when a set of data is being visualized. Microsoft Dynamics 365 has added a new feature that allows us to add custom icons along with tooltips by customizing entity views. To accomplish this, we must add JavaScript and images as web resources. In this blog, I’ll walk

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    • How to Hide Command Buttons in the Mobile Client for Microsoft Dynamics 365

      Satyvir Jasra, 03 October 2017

      In Microsoft Dynamics 365, we have the ability to add custom buttons in a command bar. Most of the time we also make those buttons available on Dynamics 365 Mobile clients. However, the mobile client has some limitations and not all functionalities are available that are on web client. Therefore, so

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    • How to Scan Barcode Labels in Microsoft Dynamics 365

      Satyvir Jasra, 02 October 2017

      Microsoft Dynamics 365 comes with a range of new functionalities that focuses on mobility. One of those functionalities is the “Barcode Scanner” control for form fields. It allows the users to scan a barcode and then store the values in a “Single Line of Text” field using their phones and tablets. I

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    • How to Add Signatures Using Pen Control in Microsoft Dynamics 365

      Satyvir Jasra, 01 October 2017

      Microsoft Dynamics 365 comes with a feature called “Pen Control”, which allows the users to directly draw and add a signature using the Microsoft Dynamics 365 Mobile App. It is a control that can be added to a “Multiple Lines of Text” field. In this blog, I will walk through the steps to setup this

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