Solving ‘The record could not be deleted because of an association’ error in D365 CE
Restricting Delete for child records is something customizers should start paying special attention towards defining 1:N relationships for entity records. System Customizers often design this on purpose so that you are aware that the record you are deleting has child records associated with it and cannot be deleted. Let’s consider this scenario – Account is a parent of Subscription (which is… Continue Reading...
PSA v3 View Custom Controls used on Project form
Here’s a summary of what all Custom Controls are used in the out-of-the-box PSA v3 Project form. I strongly recommend not changing the existing controls/views. However, if you accidentally delete any Tab/View, this post will help you get it back! Project Task View Project Task uses AdditionalColumns as the Default View from entity Project Tasks (Project) and the Control used is… Continue Reading priyeshwagh777’s...
Change the Unified Interface App Icons
Default App Icons for typical D365 environment look like these. But here’s what you can do to change these to put custom SVG icons. SVG Icons Regardless of dimensions, SVG icons work everywhere. So why keep them to just Ribbons, you can even change your App Icons to SVG Icons in your Dynamics 365 implementation. Make Web Resource for your SVG Icon. Open your Model Driven App in Dynamics 365… Continue Reading...
Using Templates from D365 CE in D365 App For Outlook
Using D365 App For Outlook’s Template feature, you can simply pull a template from Dynamics 365 CE and use it to send emails from Outlook itself. Here’s a typical example in this post below – In case you are also looking to get started with D365 App For Outlook, you can refer the post here – Summarizing D365 App For Outlook Setup in 3 steps with Exchange Online mailbox or Check how you can… Continue...
Select which Appointments should be synced to Outlook from D365 CE
Perhaps you want to select what all Appointments should be synced to Outlook and not all from Dynamics 365. You can simply have a custom filter control this behavior for yourself and choose which all Appointments should go over. Customization Add a new Two Option field in your Dynamics 365 Appointment entity which will specify if the Appointment should be sent to Outlook or not. Personal… Continue Reading...
New ‘Capacity’ analytics on PowerPlatform Admin Center
We are quickly transitioning over from Organization Insights which came as a managed solution inside D365 to CDS For Apps Analytics on the PowerPlatform Admin Center. My past blog on the same (CDS For Apps Analytics instead of Organization Insights. Power Platform Admin Center). And now, the same is revamped as Capacity in PowerPlatform Admin Center. So, if you go to Storage in CDS For Apps… Continue Reading...
Create new CDS Environment and Database quickly from PowerApps Admin Center
With the April 2019 Updates, you can straight way create new D365 instances right from the PowerPlatform Admin Center. Create New Environment Follow these steps to create your environment from PowerPlatform Admin Center Go to https://admin.powerapps.com/environments and you’ll see an option to create New Environment. Fill suitable details and proceed. Also, check the last section in this… Continue Reading...
![[SOLVED] Navigating URL from Ribbon’s custom button in Dynamics for Phones app](https://i0.wp.com/365community.online/wp-content/uploads/2019/06/SOLVED-Navigating-URL-from-Ribbon’s-custom-button-in-Dynamics-for.jpeg?resize=240%2C240&ssl=1)
[SOLVED] Navigating URL from Ribbon’s custom button in Dynamics for Phones app
So, with all the buzz about the transition to the Unified Interface, I came across this issue where Url Command Action doesn’t work on the Dynamics for Phones app for a custom button Scenario I’m Url Command Action in the Ribbon Workbench’s custom button to navigate to a PDF User Guide stored on the SharePoint for users to simply click and navigate. Now, this works fine on the classic Web… Continue Reading...
Date and Time field’s Time-Zone behavior in D365
In most cases, customizers/administrators leave the Date & Time field as Local without paying much attention to detail. With involvement of time, there are 2 behaviors while creating the field (or changing them, but there’s a catch) You can change from Local to Time-Zone Independent any time, but can’t change from Time-Zone Independent to User Local once saved this way. User Local The Date &… Continue Reading...
Execute an Action from a Business Process Flow
One of the easiest and useful feature of a Business Process Flow is being able to Implement and Action right from a Business Process Flow just with a click of a button. Here’s how you do it. Let’s say you have an Action that you want to trigger that the Account was Approved for some sort and you want to alert the Stakeholders. You can have this functionality in your Action and call the Action… Continue Reading...
Prevent Contact creation in D365 on tracking Emails from new recipients
Typically, when you track Email/Appoint records from Outlook, unknown senders are created as Contacts in Dynamics 365? A new Email from unknown recipient. And if you track this Email using D365 App For Outlook, a new Contact is created in D365 without you being notified about it. And the Email from the Saved Contact in D365 appears like this Now, this could be unwanted. And there’s a simple… Continue Reading...
Summarizing D365 App For Outlook Setup in 3 steps with Exchange Online mailbox
Remember, there are a lot of considerations for security and synchronization. The above setup is recommended for all first time Outlook and Dynamics users. While all this, I would like to summarize the steps for all you first time users! Here’s a crash course guide to setting up D365 App For Outlook for new on-boarders. Part 1 – Outlook License So, you can have any of these licenses which has… Continue Reading...
Sending Image from Canvas PowerApps to SharePoint Document Library using Flows
One of the most common requirements is to upload images to SharePoint using PowerApps. From my learning from various sources, I’ll try to “demystify” my explanation to send/upload an image to SharePoint Document Library using Flows on my Canvas PowerApp. Ingredients Assuming you have the following things already in place in PowerApps as well as in SharePoint PowerApps’ Camera/Image control… Continue...
Fix Ribbon icons on the Unified Interface in D365 CE
So, since adoption of Unified Interface is growing, people are asking – “What happened to the Ribbon icons?”. Well, a simple answer to this is tweaking the implementation a little. Typically, you have custom icons on your classic Web UI that look like this – But the same looks like a puzzle piece in the Unified Interface – So, here’s what you need to do. Icons on the Unified Interface take…...
D365 Quick Tip: Getting layoutXml from DevTools
Most times when you want to use AddCustomView() method to a Dynamics 365 control, you need to pass layoutXml to the method that will show the view you define. There’s an easier trick than writing this up. Select your View Assuming, you have an Advanced Find view open in the window which you want as a layoutXml of, on the same, press F12 to open Dev Tools. Select the selector. And on the… Continue Reading...
Curious Case of the locked fields in D365 – Quote ID example
So, I struggled some time in trying to make something just work as it was supposed to work. And for no conscious reason, I was able to figure out why. As to why my Quote wouldn’t save and auto generate the usual Quote ID? It kept asking me to enter it! Problem OOB, Quote ID is locked and is auto-generated when you save the record. Instead, I got this And asks me to enter Quote in the field… Continue Reading...
Create your first PowerApp! Connect to SharePoint Online List
PowerPlatform is the next big thing in PowerApps comes with several Dynamics 365 licenses and make sure you have been assigned one as well as below – Navigate to https://web.powerapps.com/ to go to the Admin Center and here you can simply start working on your first app. In this scenario, I want to be able to read from my SharePoint Online list and make decisions based on what data is in… Continue Reading...
Discount Settings for D365 Sales Line Items – Line Items or Per Unit?
For Line Item entities Opportunity Products, Quotes Products, Order Products or Invoice Products, you can chose what type of Discount you want to give out. This is a simple Organization-wise setting that you’ll need to set to define how Discount should be given on the Line Item level. System Setting Navigate to System Settings and under Sales tab, find this setting You can chose either… Continue Reading...
Quickly get the right .NET Framework version to work with CoreAssemblies 9.0.2.x
Plugin development is a hassle if you don’t start of with getting the correct assemblies in place before you start writing your plugin code. Best way is to get all of that from the NuGet Manager in VS. Preferably, we all pick the latest version from the NuGet Manager and pick Microsoft.CmSdk.CoreAssemblies. With 9.0.2.x version for v9 D365 environments, you might need to be careful with the… Continue Reading...
“Enable Mobile Offline” for D365 for Phones app in D365 v9.x
Finally! After much await and as April 2019 kicks in, the Mobile Offline capability for D365 Apps is finally setting in. But remember, this is in preview as of April 2019 and is not recommended for Production use. Here’s you can enable Mobile Offline for any Dynamics 365 App You can see that you can now turn on Enable Mobile Offline for a certain app. Once you select it to tick, you’ll need… Continue Reading...
Import Time Entries in PSA from your Bookings in D365 PSA v3
Often, one of the real-life scenarios is making time entries by either remembering what you did the whole week or looking at the Schedule Board and based on what you were booked, making each Time Entry in PSA manually. Tiresome and inefficient, right? Not any more, a cool feature let’s you just create Time Entries in PSA v3 by a single click. Now, let’s say your Bookings look like the below…. Continue Reading...
My first ever #365Saturday session in Dubai | 13th Apr 2019
Evidently as people who know me in person could tell, I was thrilled to be a part of #365Saturday event in Dubai 2019. First and foremost, thanks to Raz Dynamics for putting this forward on a massive scale. The most prominent vibe of the event was the enthusiasm guests and speakers had at the event. It being my first ever #365Saturday event, I was presenting on Dynamics 365 Project Service… Continue Reading...
Geo Coding addresses in D365 v9.1 with Unified Interface
Very straight-forward and useful feature is Geo Coding addresses on Sales, PSA & Field Service entities. Like, on Account, Work Order etc. entity. Let’s take an example of Account in this article. Enable Geo Coding Geo Coding first, needs to be enabled in D365. If you try to access the Geo Coding feature, you’ll be treated with this error – So, let’s do the following – Navigate to the… Continue...
Making common developer/customizer tasks simpler by using “Level up for Dynamics CRM/365”
I know how it’s like to be a developer/customizer for D365 and having to fumble between windows to reach ‘name’ of fields, look behind the scenes trying to get a schema name, etc. But all of that is simplified with this Chrome extension called as Level up for Dynamics CRM/365 offered by Natraj Yegnaraman Link: Level up for Dynamics CRM/365 Using the Chrome Extension Add the extension to… Continue Reading...
D365 Quick Tip: Hide Dashboards in D365
This being an obvious approach to how Dashboards are by default seen by all. And how you can disable/hide for users. Even for D365 System Administrators! Unlike usual forms, view or other records, And Deleting the Dashboard isn’t an option. Enable Security Roles way So a simple trick is to remove entire access from Enable Security Roles Make sure Display only to these selected security roles
D365 Quick Tip: Why BPF wouldn’t appear in D365 Unified Interface?
Got stuck trying to figure out why the Business Process Flow you created/modified couldn’t be seen in the Unified Interface? Like I have this BPF called ‘Onboarding Process’ But when I look at the form on the Sales Hub, it won’t show up And when I Switch Process and try to apply, it won’t apply either Where could we check to make sure it appears – Whether it was Activated. Whether it...
Failed to Generate Excel error when trying to Export Data from Advanced Find
Here is the most common issues seen while trying to Export data to Excel from an Advanced Find view. And you end up seeing this error which says ‘Failed to Generate Excel’ – Getting the Error So this is what you typically do – When you run an Advanced Find and click on Export when you see the results Or, when you are in an entity’s view and you want to Export to Excel right from the ribbon… Continue...
Linear Slider Custom Control in D365 v9.x UCI
Using Custom Controls is the new cool in Dynamics 365. Specifically, if visual cue of approximation or ‘to what extent’ is priority over the textual/numeric data, using Custom Control is the best way forward. Something like this – Use Case In my use case, I want to know the client budget so that I keep Quotes for them around the range they can afford. Now, number will give me an idea…. Continue Reading priyeshwagh777’s...
D365 Quick Tip: Choose how currency field is displayed
In D365 CE Apps, you have 2 options to display the currency fields, by symbol or by the currency code. Symbolic representation Currency Code representation Setting With a simple setting, you can apply this change organization wide. Navigate to Settings > Administration > System Settings and under General tab, look for Set the currency display option. Pretty simple! Continue Reading priyeshwagh777’s Article on their...
Run Dynamics 365 Diagnostics to check network latency
If you’ve heard complains about D365 running poorly throughout on a particular day, not necessary the issue could be with D365. It could be network latency. And one of the first thoughts would be “To try on a different browser” without much investigation on it. In fact, it could be bandwidth or latency issue. You’ll need Dynamics 365 Diagnostics here. Check Latency You need to login to your… Continue...
D365 For Outlook 2016: There is a Problem communication with the Microsoft Dynamics CRM server for D365 v9
One of the recent and most frequent issues faced while upgrade is that of the existing Dynamics 365 For Outlook 2016 setup which doesn’t connect to D365 v9. Right after the environment upgrades to v9, D365 For Outlook’s older version doesn’t connect. But that’s not the end of the story, obviously, there’s is an upgrade. So let’s see how to go about this process and why this happens. Error...
Delete Async Plugin Logs if plugin succeeds, save D365 storage space
Let’s see how we can efficiently manage D365 storage without bloating the storage with data that you might not need. In my opinion, we don’t really need to know that the background process was successful or not, we typically care for what failed. So, from an Asynchronous plugin standpoint, the logs in D365 is registered in the System Jobs and they create a ton of System Events if you are… Continue Reading priyeshwagh777’s...
Enable entity for Party List selection in Appointment
Out-of-the-box, you have fixed set of entities enabled for Party List fields in Appointment entity. Of which, you can select to be either in Required or Optional fields on Appointments. But, what if you want to enable a custom entity for the same? You can do that was well. Enable Entity for Sending Email In your custom entity, you can turn on Sending Email option on the entity level and the… Continue Reading...
Use Azure App Passwords for MFA enabled D365 authentication from Console App
If you have a Console App that authenticates to D365 using a credential (typically, an Administrator) but now the administrator is setup for Multi-Factor authentication, your Console App won’t work. So here’s what you can do. If you first want to check out about enabling Multi-Factor Authentication, you can check my blog post on it here – Office 365 Admin: Quickly Enable Multi-factor… Continue Reading...
Quickly use Email Signatures in D365
You can use Email Signature in D365 Emails as well. Here’s a quick tip on it to quickly create a Signature and use it. As I write this blog, this feature is not yet available in the Unified Interface yet. Create a Signature Navigate to Settings > Templates > Email Signatures And create a New Signature as below Now, I save and close. Insert and use Signature Now, when you write a new… Continue Reading priyeshwagh777’s...
Restrict User Access to a D365 instance using Security Groups
Use Case You have multiple instances and you don’t want every member with a D365 license to be able to access each of those environments. How do you tackle this? Answer is using Security Groups on the Environments and Users. Creating Security Group In Office 365, create a Security Group and add members to it who should have access to the desired environment. Navigate to Groups in Office 365… Continue Reading...
D365 Quick Tip: Allow messages with unresolved email recipients to be sent
Most new users get stuck with issues saying ‘Email address of the recipient was not resolved’. Like in case you want to send out an email from D365 but you don’t have the same saved in the system as a Contact/Lead or any other record. And it resulted in this the big red cross like the one below – There’s a simple setting for this in Settings > Administration > System Settings, under… Continue Reading...
Using ‘Clone a Patch’ & ‘Clone Solution’ in D365 Solutions
Doing incremental deployments from Sandbox to Production is a part of every other D365 implementation. And when do this, typically, you just create a new solution for every single time you move things over. This creates a lot of mess and leaves your Solutions in unorganized dump! Let’s see how we can stay organized by using Clone a Patch and Clone Solution to keep things synced and clean
D365 Quick Tip: Delete Records Imported by mistake
One of the most common blunders often made in Data Import are importing whole lot of records without finalizing. And when you import, you realize you needed to add something more to the Import or some things were pending in the Excel file and you ended up uploading them all! Delete Imported Records Assuming your Import was successful and you want to now just revert what all was imported,… Continue Reading priyeshwagh777’s...
Use Learning Path for your D365 v9.x Organization – Part 3 | Guided Tasks
After 2 posts to trying to summarize Learning Paths, here we are to Guided Tasks which conclude this series. We will see D365’s early adopters can get acquainted with processes in your organization and getting them to know the system. To check the other 2 posts – Please follow the below posts Setup – Use Learning Path for your D365 v9.x Organization – Part 1 | Setup Sidebar –Use Learning… Continue Reading...
Use Learning Path for your D365 v9.x Organization – Part 2 | Sidebar
Sidebar is a component in Learning Path where you can design a Sidebar that appears like a tray popping from the right side of the screen. You can have quick help items in it so that new users to D365 can use it to get help on the most frequently requested items in your Organization. Before you begin, you can check my post i.e. Part 1 post of this series on setting up Learning Path in D365 –
D365 Quick Tip: Audit User Access in D365 v9 CE
One of the most common asks as an administration is to know when the user started accessing the system and from where. In your Dynamics 365 Customer Engagement apps, you can enable Auditing for User Access. Enable Auditing of User Access You need to enable this feature once you enable Auditing on Organization level. Then, you can enable User Access Auditing as well Navigate to Settings >… Continue Reading...
Use Learning Path for your D365 v9.x Organization – Part 1 | Setup
Learning Path an intuitive feature as compared to Customized Help. Customized Help will take you to an entirely different section whereas Learning Path will guide you through the application when you use the system. This is a multi-part blog series which will walk-through the setup of Learning Path and use of Guided Task and Sidebar in Learning Path. Also, I’ve you’ve already setup Learning… Continue Reading...
Use setFormNotification (Client side JS) in D365 v9 while Real-Time workflow is executing
Often, when a real-time workflow is being executed in the background, users don’t know how long it will take for the processing to finish. setFormNotifications in D365 v9 come handy! Scenario Here’s how I put my scenario – I call the Real-Time workflow using JS, example, on change of a certain field or the JS being called from the Ribbon button. The JS will trigger the Real-Time… Continue Reading priyeshwagh777’s Article...
![BPF Process Stage Name not populating on records in D365 v9 [Deprecated] and workaround.](https://i2.wp.com/365community.online/wp-content/uploads/2019/06/1546445560_BPF-Process-Stage-Name-not-populating-on-records-in-D365.png?resize=240%2C240&ssl=1)
BPF Process Stage Name not populating on records in D365 v9 [Deprecated] and workaround.
At times, users are unaware of the deprecation announced for D365 v9 version earlier in 2018 or simply, they’re not aware whether to look for deprecation announcements. One of the most common instances I’ve come across lately are when people complaining about the Process Stage Name entity not updating post the v9 update. Deprecated Feature – Process So when you try to add these columns in… Continue Reading...
Create a New Record button for Activity Type entity using Ribbon Workbench: D365
Problem Typically, when you create a new Activity type of entity and you want a Create button for the same, it just appears in the Other Activities fly-out button and not on the Main ribbon in Activities to be specific. And you can’t simply drag it out in the Ribbon Workbench since it is a dynamic button. So, in this blog, I’ll create a button to open a new Create record form for my… Continue Reading priyeshwagh777’s...
Enable Gamification for your D365 Organization
It’s relevant to not only engage customers but also to make users keep excited about Dynamics 365 and using it for as a purpose to compete. This results in the success of D365 implementation among users. To serve the purpose, D365 has an add-on called as Gamification wherein ‘game commissioners’ can setup games for D365 users to play and compete against each other. Let’s look at… Continue Reading priyeshwagh777’s Article...
‘Based on entity’ folder structure in D365 SharePoint Online Integration
When you configure SharePoint Online integration for your D365 entities, while setting up, you see an option to either proceed to enable feature based on entity or not. And you’re not sure what it means. Let’s quickly see that it stands for. I assume you know that you’ll need to go to Settings > Document Management > Document Management Settings to enable SharePoint integration for… Continue Reading priyeshwagh777’s...
D365 Quick Tip: Rather Uninstall Plugin Profiler from the D365 Solutions
Often, I get annoyed when I finish debugging the plugin and want to uninstall the Plugin Profiler from the Plugin Registration Tool so that users can quickly go ahead and test out the fix, it takes longer in the tool for the Profiler to be uninstall. And if at times, there are bandwidth issues, the uninstall just times out giving you this error. Solutions in D365 Same thing is available in… Continue Reading...
Bringing back Maintain Bookings Availability View from D365 PSA 1.2.x into 2.4.x
Disclaimer: This is an experimental implementation and is not recommended out-of-the-box. My assumption is Microsoft would not provide support for anything that gets goes wrong while implementing this, with the original MS scripts or anything that intervenes with out-of-the-box functionality. Kindly implement at your own risk, do not change the existing out-of-the-box files and back up… Continue Reading priyeshwagh777’s...