Modified By (Delegate) & Created By (Delegate) in D365
Sep10

Modified By (Delegate) & Created By (Delegate) in D365

These fields which are everywhere but you don’t really pay attention to really mean something worth. So if you feel you want to get hold of someone for modifying a record. Maybe also take a look at Modified By (Delegate) just in case so that the actual user might be someone else who wanted to do another thing on that record. Impersonation is one of the basic aspects of a plugin step that you… Continue Reading...

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Using Keys to restrict duplicates in D365 CE
Sep05

Using Keys to restrict duplicates in D365 CE

A superb way of restricting duplicate record creation is using Keys in Dynamics 365CE. This is definitely one of the most useful and easy to use features in Dynamics CRM. In this example, I will create a Key for Email (emailaddress1) field to ensure there are only unique record values for this fields in my environment. Create Key It’s pretty straight-forward like creating any other Dynamics… Continue Reading...

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Business Card Scan in D365 CE Wave 2 Updates
Aug28

Business Card Scan in D365 CE Wave 2 Updates

We are close to getting D365 Wave 2 Updates in Oct 2019 and with Early Opt-in to Wave 2 Updates, we are already able to access one of the most desired and requested features of this release – Business Card Scan! If you are yet to enable Wave 2 Updates for your organization, follow me post on the same here – Early Opt-in for October 2019 Wave 2 Updates. Please do so only on your testing/sandbox… Continue Reading...

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Set Work Hours Template to a Bookable Resource in D365 PSA v3
Aug26

Set Work Hours Template to a Bookable Resource in D365 PSA v3

For all the newbies in D365 PSA, one of the most critical part of configuring PSA is setting up Bookable Resources with their respective Work Hours Template to define their Work Hours and Days they can be & should be booked. By Default, if you create a Bookable Resource they have a 24-hour slot open to be booked. Example, I created a new Resource Shailesh Wath. Specially, not the Timezone… Continue Reading...

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Booking Resources more than their capacity in D365 PSA v3
Aug19

Booking Resources more than their capacity in D365 PSA v3

While booking resources, you often don’t pay attention to how much capacity the resource has. Or rather, you are aware, but you want to book the resource anyway (only to change later on, which I don’t recommend.) In that case, if you are trying to overbook a resource out of their capacity, you are treated with this message below – Why this occurs? This is because of the Work Hours defined for… Continue Reading...

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Time/Expense Entry Rejection comments in D365 PSA v3
Aug13

Time/Expense Entry Rejection comments in D365 PSA v3

Let’s say in your PSA implementation, you are the Project Approver and you often face the challenges to rejecting time entries so that the resources could just correct it and re-submit. (Or any reason, for that matter) Do you manually go and tell them that they need to re-submit? Let’s make this easier. This post applied for both, Time and Expense entries in PSA v3. Where are the Rejection… Continue Reading...

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Qualify Lead in D365 CE: Select which entity records should be created
Aug08

Qualify Lead in D365 CE: Select which entity records should be created

Wave 2019 Updates brought some really sought-after features. Another one which I would like to bring up is the Lead Qualification experience. I’ve written this post when I enabled the Early Opt-in of Wave 2 Oct 2019 Updates. To enable Early Opt-in, please refer this post – Early Opt-in for October 2019 Wave 2 Updates This is set to release for the Oct 2019 Updates. Default Behavior So when… Continue Reading...

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Customize Opportunity Close dialog box in D365 CE v9 Unified Interface – Wave 2 update
Aug05

Customize Opportunity Close dialog box in D365 CE v9 Unified Interface – Wave 2 update

Oct 2019 Wave 2 update got one of the most asked feature. Being able to customize the Opportunity Close Dialog box. Assuming, you have enabled 2019 October Wave 2 update enabled for your Organization or you’re reading this post Oct 2019 with Wave 2 Updates already applied to your organization. For Early Access of Oct 2019 Wave 2 Updates, follow my post here – Early Opt-in for October 2019… Continue Reading...

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Early Opt-in for October 2019 Wave 2 Updates
Aug04

Early Opt-in for October 2019 Wave 2 Updates

August 2, 2019 was when the Wave 2 Updates were to be out. And here we are! By now, you should have gotten the option to update the wave 2 updates on your environment(s). Let take a quick look at how you can enable this for your environment. Here are the details Microsoft notes on the Early opt in to 2019 release wave 2 Enabling Wave 2 2019 Updates Visit 

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Workaround to get Plugin Profiler from the Unified Interface in D365 CE
Jul31

Workaround to get Plugin Profiler from the Unified Interface in D365 CE

Developers like me, often need to Profile the Plugin so see what logic you are implementing and this is pretty common in the development lifecycle. But, Let’s say you don’t have the classic UI at your disposal and need to download the Profiler from the Unified Interface itself – Here’s a little detour you’ll need to take to get it right. Alternatively, using Persist To Entity is also… Continue...

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Nested Editable Grids in D365 CE v9 UCI
Jul25

Nested Editable Grids in D365 CE v9 UCI

Nested Grids – as the name suggests is a grid-within-a-grid (or rather, Grid-ception!). Nested Grids will let you expand a sub-grid entry to look at another grid of the expanded record. This depends on how you configure it. Be aware, Nested Grids work with Editable Grids and only for Tablet, Phones and Unified Interface. This is not available for the classic Web UI. Configuring Nested Editable… Continue Reading...

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Enable Flow button on D365 Ribbon
Jul22

Enable Flow button on D365 Ribbon

This is a pretty simple tweak to either show or hide the Flow button on the entity Forms’ Ribbon. Flow Button Not Visible System Settings Navigate to Settings > Administration. Go to System Settings In System Settings, under Customization tab, look for Enable Microsoft Flow option. You’ll be asked for permission Now, this is turned on Flow Button Visible Now, once you have enabled this… Continue Reading...

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Solving ‘The record could not be deleted because of an association’ error in D365 CE
Jul19

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...

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PSA v3 View Custom Controls used on Project form
Jul15

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...

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Change the Unified Interface App Icons
Jul12

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...

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Using Templates from D365 CE in D365 App For Outlook
Jul08

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...

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Select which Appointments should be synced to Outlook from D365 CE
Jul04

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...

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New ‘Capacity’ analytics on PowerPlatform Admin Center
Jul03

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...

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Create new CDS Environment and Database quickly from PowerApps Admin Center
Jul01

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...

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[SOLVED] Navigating URL from Ribbon’s custom button in Dynamics for Phones app
Jun27

[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...

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Date and Time field’s Time-Zone behavior in D365
Jun25

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...

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Execute an Action from a Business Process Flow
Jun24

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...

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Prevent Contact creation in D365 on tracking Emails from new recipients
Jun19

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...

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Summarizing D365 App For Outlook Setup in 3 steps with Exchange Online mailbox
Jun13

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...

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Sending Image from Canvas PowerApps to SharePoint Document Library using Flows
Jun11

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...

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Fix Ribbon icons on the Unified Interface in D365 CE
May31

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…...

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D365 Quick Tip: Getting layoutXml from DevTools
May24

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...

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Curious Case of the locked fields in D365 – Quote ID example
May13

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...

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Create your first PowerApp! Connect to SharePoint Online List
May12

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...

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Discount Settings for D365 Sales Line Items – Line Items or Per Unit?
May04

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...

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Quickly get the right .NET Framework version to work with CoreAssemblies 9.0.2.x
May01

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...

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“Enable Mobile Offline” for D365 for Phones app in D365 v9.x
Apr24

“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...

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Import Time Entries in PSA from your Bookings in D365 PSA v3
Apr22

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...

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My first ever #365Saturday session in Dubai | 13th Apr 2019
Apr13

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...

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Geo Coding addresses in D365 v9.1 with Unified Interface
Apr04

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...

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Making common developer/customizer tasks simpler by using “Level up for Dynamics CRM/365”
Mar30

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...

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D365 Quick Tip: Hide Dashboards in D365
Mar28

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

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D365 Quick Tip: Why BPF wouldn’t appear in D365 Unified Interface?
Jan25

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...

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Failed to Generate Excel error when trying to Export Data from Advanced Find
Jan23

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...

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Linear Slider Custom Control in D365 v9.x UCI
Jan22

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...

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D365 Quick Tip: Choose how currency field is displayed
Jan20

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...

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Run Dynamics 365 Diagnostics to check network latency
Jan18

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...

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D365 For Outlook 2016: There is a Problem communication with the Microsoft Dynamics CRM server for D365 v9
Jan16

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...

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Delete Async Plugin Logs if plugin succeeds, save D365 storage space
Jan14

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...

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Enable entity for Party List selection in Appointment
Jan13

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...

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Use Azure App Passwords for MFA enabled D365 authentication from Console App
Jan12

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...

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Quickly use Email Signatures in D365
Jan11

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...

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Restrict User Access to a D365 instance using Security Groups
Jan10

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...

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D365 Quick Tip: Allow messages with unresolved email recipients to be sent
Jan07

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...

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Using ‘Clone a Patch’ & ‘Clone Solution’ in D365 Solutions
Jan05

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

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