• ​​Toggling the New button in Inline Lookups in Dynamics 365​

      Jared Johnson, 03 April 2020

      Recently on a comment on one of my blog posts, I was asked why some lookups did not have a new record button while other lookups to the same entity did. An example is the Primary Customer lookup on case, it only allows selecting existing Contacts.This setting is controlled by the IsInlineNewEnabled

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    • How to Retrieve an Owner Lookup in Dynamics 365 with the WebAPI

      Adam Murchison, 02 April 2020

      There’s an example on the WebAPI documentation of how to retrieve a related entity and their columns. As I was following this documentation to retrieve an owner lookup, I unexpectedly got an error and then did some digging to see why this failed. Once you know how to retrieve the owner of a record,

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    • Ensuring all Users can see Auto-posts on the Activity Timeline

      Alfwyn Jordan, 09 March 2020

      We had a problem with our Dynamics 365 system where some users were unable to see the auto-posts that were generated by the system for the Activity Timeline on our Opportunities.User A saw this:And User B saw this:We checked the permissions granted to the users around Posts. And saw that both had th

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    • PSA: Dynamics 365 Duplicate Detection Bug Stops Business Process Flow from Initializing

      Nick Chin, 04 March 2020

      We discovered a strange bug where the Business Process Flow wouldn’t initialize during Quick Create. It was difficult to pinpoint, however we eventually found that within the Unified Interface on the save of the Quick Create form, if it triggered duplicate detection, somehow the dialog would preven

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    • Beware of Inactive Contacts for Click Dimensions Email

      Sean Roque, 24 February 2020

      In Click Dimensions you can create Email Sends for a recipient, or multiple recipients from Dynamics 365. More information can be found here. Following interaction with that Email Send, an Email Event record is automatically created for a Dynamics 365 Contact/Lead/Account with the matching email add

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    • Assigning Power Apps per App Plan Licenses to Users in your Organisation

      Alfwyn Jordan, 18 February 2020

      Licensing has changed yet again. There are two license types that are of use and it depends on how many apps you’ve built. There’s the unlimited plan, and the per app plan. Visit https://powerapps.microsoft.com/en-us/pricing/ for more details. The steps to assign licenses is no longer straightforwar

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    • Manually Creating Dynamics 365 Portal Users with an Azure AD B2C Connection

      Jordan Hohepa, 10 February 2020

      Recently I configured the identity management service Azure AD B2C to handle the Sign Up and Sign In for a Dynamics 365 Portal. When accessed, the Portal will immediately send the Portal User to Azure AD B2C, allowing them to either Sign In with their existing account details or Sign Up by entering

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    • How to Execute an Entity Bound Action using the Dynamics 365 Web API

      Adam Murchison, 05 February 2020

      Executing actions from the Dynamics 365 Web API is a neat feature that allows you to execute server-side code/functions from the client side. When implementing this, there are a few hurdles to overcome which can arise when using actions that are bound to an entity rather than an unbound global actio

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    • What are Measures within Microsoft Customer Insights and How To Use/Build Them

      Ronelle Raath, 04 February 2020

      Microsoft released Customer Insights (CI) in July 2019, giving you the ability to combine all your Customer data stored and managed across the whole business, within different platforms, into one unified Customer view.Within CI you also have the ability to set Measures, but what are Measures?Well, t

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    • Configuring the Dynamics 365 Unified Interface Timeline Control

      Sean Roque, 03 February 2020

      In the Dynamics 365 Interface Timeline control, Activities are by default, arranged in order of last modified on. The display for these fields in the timeline are currently set to show the default fields as well.This configuration can be found in the Activities tab for the timeline control in the fo

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    • How to Translate Dynamics 365 Field Values to Power BI

      Colin Maitland, 23 January 2020

      In this article, I demonstrate how to dynamically translate the Physical Name field values stored in the ‘Applicable From’ and ‘Related Field’ (i.e. SLA KPI) fields for Service Level Agreements (SLAs) and related Service Level Agreement Items (SLA Items) in Dynamics 365 to their equivalent Display N

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    • Back up Dynamics 365 with the Power Platform Admin Center

      Nick Chin, 22 January 2020

      Microsoft recently released Backup & Restore functionality to the Power Platform Admin center and changed this to the default. This is quite different, so I will give you an overview. If you open the “Backup & Restore” tab in the classic Dynamics 365 Admin Center You will now get this pop-up

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    • Customer Insights and Dynamics 365 Customer Cards

      Ronelle Raath, 21 January 2020

      With the new Customer Insights feature released by Microsoft, you now have the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This unified Customer view can then be made visible in Dynamics 365 with the use of Customer Cards. Gi

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