Viewing Emails as conversations on the Activity Timeline in D365 CE
When you have Timeline and you actually use it to check related Activities, won’t it be really cool to see which emails are in a chain? Like which ones are a part of the conversation? Well, that’s exactly what this little but extremely beneficial feature let’s you do. Now, can you tell, by just looking at the below Activities that have come in and arranged sequentially (traditionally)? In the… Continue Reading...
A manager is required for non-project time entries, absence, and vacation error in D365 PSA v3
In PSA v3, there occurs a scenario where Resources (Users) have to enter about their absenteeism and they’re not able to submit the request successfully on the Time Entry grid. Error while Submitting Absence/Vacation & Non-Project Time Entries Typically, when a Resource has to make an entry for Absence but doing the below And then clicking on Submit. But, doing so gives an error! Let’s… Continue Reading...
Use Plugin Tracing to identify Plugin time-out issues
In Dynamics plugin implementations, you might have lengthy complex plugins that makes calls to Dynamics several times. I agree that calls to Dynamics should be as less as possible and use Link Entity as much as possible and the plugin should be well designed to handle such lengthy executions. However, there are instances where these plugins are probably updating some fields that in-turn… Continue Reading priyeshwagh777’s...
Create & Send PDFs from Word Templates for Quotes in D365 CE Wave 2 Updates
And as we continue to ride on the Wave 2 October release features of the D365 for Sales, here’s a much anticipated feature Salespeople have been asking for. The ability to send Quotes as PDF (derived from Word Templates) right from the Quote itself. At the time of this blog, I had enabled the Wave 2 Updates on the trial instance. Kindly try the same in your Sandbox instance first. If you’re… Continue Reading...
Contextual Email communication in D365 CE Wave 2
2019’s Wave 2 release have really put things where they should be. Once I enabled Early Opt-in while writing this post, this is a great feature for Sales people I came across and couldn’t resist sharing with you all – Contextual Email Communication! So kindly wait until updates are automatically applied to your org or try the same in your Sandbox first. Isn’t going exclusively to… Continue Reading...
Store ‘Today’s Date’ in a field to use in workflow conditions in D365 CE
Most of us need this in our workflow conditions to check against – to have today’s date handy and then use them in If conditions in workflows. But, the filter in If conditions in workflows don’t let you dynamically select On or after ‘Today’. And when you want to compare to today’s date on selection of On or After, you are forced to enter a date and not dynamically select Today. To overcome…...
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...
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...
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...
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...
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...
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...
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...
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...
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
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...
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...
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...
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...