Display SharePoint Documents related to Parent on Child Record in Dynamics 365 – Video
Nov08

Display SharePoint Documents related to Parent on Child Record in Dynamics 365 – Video

I blogged about displaying SharePoint Documents related to Parent Records on a Child Record in Dynamics 365 earlier this week, and today I’m dipping my toes into the world of vlogging for those who’d prefer a more visual overview of the functionality I described Continue Reading ryanmaclean365’s Article on their blog Display SharePoint Documents related to Parent on Child Record in Dynamics 365 – Video I...

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Display SharePoint Documents related to Parent on Child Record in Dynamics 365
Nov06

Display SharePoint Documents related to Parent on Child Record in Dynamics 365

Recently my friend Sara Lagerquist asked if there was a way to show the documents stored on SharePoint for a parent entity record on a child entity record (e.g. seeing Documents related to an Account on an Opportunity) without having to copy the documents between SharePoint sites. This sounded like an interesting challenge so I decided to see if I could find a solution. < h2>The… Continue Reading ryanmaclean365’s...

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Filtered Lookup Field based on Linked Entity using North52
Jul19

Filtered Lookup Field based on Linked Entity using North52

If you’ve ever had a requirement to filter lookup fields then you’ll no doubt be aware that this is possible in Dynamics 365, but that there are some limitations to the functionality. Microsoft have done a great job of enabling out of the box filtering for simple scenarios using the “Related Records Filtering” options or by limiting the records returned using specific view(s) To read… Continue Reading...

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Update a User’s Business Unit and retain their Security Roles
Feb15

Update a User’s Business Unit and retain their Security Roles

If you have ever had to change the Business Unit of a User then you will know that the change causes their security roles to be dropped, so you need to ensure the security roles are reassigned. This is mildly frustrating when you have one or two Users to update, but what happens when you have to update all Users in your organisation? I recently encountered a scenario where the organisation… Continue Reading ryannipper’s...

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Postcode Region Mapping via Workflow
Feb03

Postcode Region Mapping via Workflow

I recently delivered a session at Dynamics 365 Saturday Scotland covering some advanced functionality you can implement in your Dynamics 365 environment using free custom workflow activities. To read my thoughts on #D365SatSco and how amazing it was, see the article I posted on LinkedIn One of the scenarios I covered in my session was looking at how we can carry out regional analysis of… Continue Reading ryannipper’s...

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Custom Rollup fields – Ryan Maclean
Jan04

Custom Rollup fields – Ryan Maclean

Microsoft introduced Rollup Fields to the Dynamics CRM platform in 2015, and this added significant positive functionality to the platform. Rollup fields contain aggregated values that have been calculated from child records for a parent record. Typical examples of this would be total value of Open Opportunities for an Account, or the total number of Emails received for a Contact. Whilst… Continue Reading ryannipper’s...

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Custom Rollup fields
Jan04

Custom Rollup fields

Microsoft introduced Rollup Fields to the Dynamics CRM platform in 2015, and this added significant positive functionality to the platform. Rollup fields contain aggregated values that have been calculated from child records for a parent record. Typical examples of this would be total value of Open Opportunities for an Account, or the total number of Emails received for a Contact. Whilst… Continue Reading ryannipper’s...

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Excel Project Plan
Nov02

Excel Project Plan

This isn’t strictly a CRM/D365 post, but I think it could provide some assistance for planning CRM related projects, so I thought I’d share. Any good CRM project, whether that be a new deployment or a small change, requires planning to ensure it is effective; the 5 P’s cliché “Proper Preparation Prevents Poor Performance” exists for a reason.  I am aware that plenty of people use Microsoft… Continue...

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Excel Project Plan – Ryan Maclean
Nov02

Excel Project Plan – Ryan Maclean

This isn’t strictly a CRM/D365 post, but I think it could provide some assistance for planning CRM related projects, so I thought I’d share. Any good CRM project, whether that be a new deployment or a small change, requires planning to ensure it is effective; the 5 P’s cliché “Proper Preparation Prevents Poor Performance” exists for a reason.  I am aware that plenty of people use… Continue Reading ryannipper’s Article on...

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Setting a Lookup from a Workflow – Ryan Maclean
Oct29

Setting a Lookup from a Workflow – Ryan Maclean

One of the limitations of the workflow engine that I have found frustrating for a long time is the inability to dynamically set lookup fields based on the output of a FetchXML query, however I no longer have to worry as Alex Shlega has provided the answer to my problems with his TCS Tools Solution I’ve used this tool for a few solutions in my environment and, after discussion with my good… Continue Reading ryannipper’s...

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Setting a Lookup from a Workflow
Oct29

Setting a Lookup from a Workflow

One of the limitations of the workflow engine that I have found frustrating for a long time is the inability to dynamically set lookup fields based on the output of a FetchXML query, however I no longer have to worry as Alex Shlega has provided the answer to my problems with his TCS Tools Solution I’ve used this tool for a few solutions in my environment and, after discussion with my good… Continue Reading...

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CRM Development – As easy as making a cup of tea? – Ryan Maclean
Jul12

CRM Development – As easy as making a cup of tea? – Ryan Maclean

Last weekend I attended the Dynamics 365 Saturday Summer Bootcamp in London; this was a great event full of opportunities to network, engage and learn, and I am very grateful to the organisers for putting on the event.  Whilst at the event I was speaking to someone who told me that he was currently working as a business analyst but was considering training to become a CRM Functional… Continue Reading ryannipper’s Article...

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CRM Development – As easy as making a cup of tea?
Jul12

CRM Development – As easy as making a cup of tea?

Last weekend I attended the Dynamics 365 Saturday Summer Bootcamp in London; this was a great event full of opportunities to network, engage and learn, and I am very grateful to the organisers for putting on the event.  Whilst at the event I was speaking to someone who told me that he was currently working as a business analyst but was considering training to become a CRM Functional… Continue Reading ryannipper’s Article...

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Designing CRM Forms for User Experience
Jul06

Designing CRM Forms for User Experience

Introduction In order to ensure User Adoption of CRM is successful and that the system is delivering results for Users, it is important to ensure that their experience of using the system is as painless as possible. In practice, this means removing unnecessary obstacles to enable them to find the information they need, when they need it. Whilst CRM is, by its nature, a data input system, it is… Continue Reading...

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Designing CRM Forms for User Experience – Ryan Maclean
Jul06
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Update an Account in CRM with the latest Stock Price using North52
Jun19

Update an Account in CRM with the latest Stock Price using North52

I recently installed North52 in my CRM environment and I’ve been having great fun exploring the capabilities of the solution to replace some existing plugins, and to develop some new functionality.  North52 is an amazing solution that enables functional consultants like me to develop technical solutions using a simple point-and-click editor.  North52 is probably worth several blog posts all… Continue Reading...

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Update an Account in CRM with the latest Stock Price using North52 – Ryan Maclean
Jun19
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Long Date Formatting for Date fields – A Different Way – Ryan Maclean
Jun14
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Long Date Formatting for Date fields – A Different Way
Jun14

Long Date Formatting for Date fields – A Different Way

I recently read a great blog post by Megan Walker regarding the formatting of a long date field in CRM.  Megan has explained really simply how to achieve this using JavaScript, and I’d thoroughly recommend reading her blog to see how easy it is. I know that some people are uncomfortable even with using simple scripts so I wanted to highlight an alternative way of achieving this without using… Continue Reading...

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CRM Power Pane – Review – Ryan Maclean
May24
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CRM Power Pane – Review
May24

CRM Power Pane – Review

One of my favourite tools in my CRM Administrator Toolkit (*not an actual thing) is the Dynamics CRM Power Pane extension for Google Chrome and Mozilla Firefox. The Power Pane add-on has been developed to help developers, testers and power users to accomplish tasks that they may require in their day-to-day role.  Installation of the add-on is as simple as installing the extension in your… Continue Reading ryannipper’s...

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Add Team Members to another Team – Ryan Maclean
May21
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Customisation Tips – Entities – Ryan Maclean
May18
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Customisation Tips – Solution Management – Ryan Maclean
May17
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Advanced Multiselect for Dynamics – Review – Ryan Maclean
May14
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Clone a Record with a Notification Message – Ryan Maclean
May11
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Multi Select Checkboxes – Ryan Maclean
May03
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Adding a missing column to an Excel Template – Ryan Maclean
Jun28
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