Clone Records in Dynamics 365 CE

There are often situations when working in Dynamics 365 where you need to create a new record very similar to an existing record. More commonly referred as the ability to Clone Records. For example, when creating a new Contact you may have a spouse, relative, neighbor or friend that results in similar data e.g. last name, city, street, home phone number or anything else. So to achieve this… Continue Reading Dan Hesketh’s...

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Google Chrome Browser Profiles

Much has been written recently about the amazing feature of Google Chrome “Profiles”, or the ability to have separate / fire-walled browsing sessions open at one time. See Google’s article on the feature here. While it is described as a way to allow family members to have their own Chrome profile one the one PC, this is a life-saver for those of us who need to sign-in to different accounts all… Continue Reading...

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Missing Word Templates Ribbon Button v9

Post update to Dynamics 365 v9, we noticed a missing Word Templates ribbon button on the Connection entity. This caused some issues as the customer was using some templates to assist in document generation using this entity.   The symptoms We went back to another tenant running v8.2 and the Word Templates fly-out button was there as normal. Comparing this to a tenant post v9.0 update shows the… Continue Reading Dan...

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Base64 Encoded Images in Dynamics 365 Web Resources

Embedding encoded Base64 images into your HTML Web Resources in Dynamics 365 can be useful. Rather than referencing a public facing image, or having to upload the image as another standalone web resource we can use code to render an image. Base64 Images There are many online tools that will take your source image, and convert it into the Base64 code. Some debate abounds to the validity of… Continue Reading Dan Hesketh’s...

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Missing Privilege – Dynamics 365 App for Outlook
Jul24

Missing Privilege – Dynamics 365 App for Outlook

While working through the requirements for the new light-weight Dynamics 365 App for Outlook something unusual presented itself. One of the key requirements is that Users have the below Security Role privilege. (More details on all requirements here) Opening my Security Role, selecting the Business Management tab, and in the Privacy Related Privileges, I noticed that the “Dynamics 365 App for… Continue Reading Dan...

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App for Outlook PIN Missing

Simple one here. I have been running the Dynamics 365 App for Outlook for some time now and loving it. Since the latest update to v9 on our instance I noticed the new Unified Interface flow through to the App in Outlook, but one feature I was keen to try was missing. The PIN to allow us to pin the sidebar without having to open it each time. Luckily a quick search of the docs.microsoft.com… Continue Reading Dan Hesketh’s...

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Dan Hesketh’s Activity – Microsoft Dynamics Community

About Dan Hesketh FOUNDER, DIRECTOR & MICROSOFT CERTIFIED PROFESSIONAL Driven by a naturally inquisitive mind, Dan has turned his love of logic and process into a passion for technology and a desire to achieve real business outcomes for his clients. From the buzz of the music industry, wholesale & retail… Continue Reading Dan Hesketh’s Article on their...

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Security Role Access Level Privileges PNGs

Security Roles can be complex in Dynamics 365. There’s a lot of tools at our disposal when creating a security model for a customer. Some of these include Business Units, Hierarchical Security, Field-Level Security etc. While proposing one such model recently I wanted to use some Security Role access level privilege icons to make visualising things a bit easier. I’ve created the PNGs for… Continue Reading Dan...

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Dynamics 365 / CRM NAV Bar Vector Images

There were times when we’d have to mock up wireframes for projects, but those days are generally gone (thank goodness). One thing I have encountered recently is that when launching our new website we needed high-resolution (2k or 4k) images of our apps and solutions in Dynamics 365. This was a bit difficult as I was able to get some pretty nice looking screenshots using some 30″ monitors and… Continue Reading Dan...

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The Activity Roller Coaster

Adviser activity can be a roller coaster ride. But this also applies to any sales-based business. There’s a tendency by many of us to focus on where the “action” is. You’ve done the hard yards to book in a few upcoming appointments with potential clients, which as we all know is sometimes like pulling teeth. With that sometimes unfavourable task out of the way, the foot inevitably starts to… Continue...

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Business Edition is dead, but what is the story with V9 the July update release date?

  I am reading from various blogs that they have cancelled the business edition. stevemordue.com/dynamics-365-kicking-hornets-nest Then I saw this slide   Are they pushing the July update to Spring 2018?   I am sorry, but Microsoft needs to do a much better job with product roadmaps and release dates!   Continue Reading Medtexter’s Article on their blog

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Dynamics 365 app for Outlook track appointments

Hi All, Recently we moved to Dynamics 8.2.1. We would like to enable the CRM app for Outlook, however we are missing some functionality: In the previous CRM plug-in for Outlook there was a possibility to track e-mail where the tracking user is not the organizer (received appointment). In the new Outlook app this function is dissapeard, at least i'm unable to find is. To be clear, we are able… Continue Reading Maarten...

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Dashboard URL

Hi, i want know how to get the Dashboard url,i tried to use this http://crmtipoftheday.com/2015/10/08/whatever-happened-to-the-copy-a-link-button/   but when i put  the Id of dashboard it is showing only the default dashboard. Continue Reading jaballi youssef’s Article on their blog

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Set Regarding in Outlook

When attempting to Set Regarding in Outlook, the search a category button does nothing for a couple of users. Therefore, they are unable to use the Set Regarding function as they can't call up any items to select. Any ideas? Continue Reading GPSFXJ’s Article on their blog

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View is not showing Navigation Bar
Sep28

View is not showing Navigation Bar

Hi Team, Using Plugin i am updating View URL into attribute and using that attribute in Email template.  But when i click it is redirecting to Respective entity view. But it is not showing Navigation Bar even though navbar is on. http://<org URL>/_root/homepage.aspx?etc=4&viewid=%7B81484AGI-C21C-2121-Z40C-2Q1154FC1E5F%7D&viewtype=1039&navbar=on Am i missing anything in URL? var url =… Continue...

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Open View with navigation bar

Hi all, I want to open from a custom link a certain view within the system. I use the following code as found on MSDN: var url = context.getClientUrl() + "/main.aspx?etn=" + entityName + "&pagetype=entitylist&viewid=%7b" + viewId + "%7d&viewtype=1039"; window.open(url); This code works fine but the view is shown without navigation bar on top which is not what we want. How can I open the...

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