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Trigger Rollup Field Recalculation using Dynamics 365 WebAPI and JavaScript
A common operation that is performed when working with records in Microsoft Dynamics 365 is rollup field recalculation. This is because by default, rollups are only recalculated once every hour. If you...
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Opportunity Products Subgrid Issues in Microsoft Dynamics 365 v8.2.1259
At the time of writing this blog, an update for Dynamics 365 Online instance has been pushed with a version number of 8.2.1259. With this update, I found two issues regarding the functionality of the...
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How to Fix Dynamics 365 Quick Create Forms on Google Chrome
When opening the quick create form it will initially expand and display correctly, however on another attempt the form does not expand and displays as below:This is very frustrating and started...
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Workaround for Phone to Case Business Process Flow Errors in Dynamics 365
Recently, I had to modify an out of the box business process flow in Dynamics 365 called Phone to Case. I added another field as a step in one of the stages. The version of Dynamics 365 instance I used...
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Defining User WIIFM When Implementing Change
I recently had a discussion with one of our customers about business change and Dynamics CRM and my experiences around that. One of the surprising outcomes of that discussion was around defining WIIFM...
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How to Use Dynamics 365 Appointment Form on Outlook Client
Recently, I was setting up Microsoft Dynamics 365 for Outlook for one of our clients. After the setup was completed, one of the users wanted to use Dynamics 365 form while creating an Appointment...
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How to Find Which Form Each Dynamics 365 Field is Being Used On
While working on a project, I had to figure out whether if a field was being used on any of the forms or not. If we go through each form and create a list of fields used, it will be very time...
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Filtered Lookups in Editable Grids for Dynamics 365
Editable grids are a very convenient way to update data in Dynamics 365.Lookups, and specifically filtered lookups, warrant special attention in editable grids as some of the out of the box behaviour...
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Filter N:N Add Existing Lookup Dynamics 365 V9 Supported Code
Historically filtering the N:N Add Existing lookup has not been something that we could do in a supported way. It’s been possible to do this using unsupported JavaScript, which originated back in CRM...
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Paging Caml Queries in C# - Microsoft SharePoint Online
When working with SharePoint, there are times that you may need to execute a Caml Query to perform a more complex query than can be executed using out of the box methods. Using the C# SharePoint...
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How to Connect to Microsoft Dynamics 365 Version 9 in C#
Have you tried to connect to a CRM via C# and gotten the following error: The reason this occurs is because CRM have updated their requirements to connect to their services. The requirement is to set...
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How to Add Mail Merge Button Back to Command Bar in Dynamics 365
Recently I upgraded Dynamics CRM 2011 to Dynamics 365. However, after the upgrade was done, Mail Merge button was no longer available in the command bar of some views. For example, when I accessed...
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How to Manage User Roles in Bulk for Dynamics 365
Recently for a project, I was required to manage security roles of several teams and users. Managing roles for each user and/or team can be time consuming and it is easy to make a mistake. Upon doing...
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Troubleshooting Customisation Synchronization Issues with the Dynamics 365...
Magnetism recently deployed some customisations to the Appointment form in Microsoft Dynamics 365. One of the changes made were new option set values on an existing option set field called Type. System...
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Programmatically Adding Products to an Opportunity Product Bundle in Dynamics...
In Microsoft Dynamics 365, Users have the option to create different types of products. These products can be created as standalone products, product families and product bundles. Product bundles are a...
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Connect PowerApps to an Excel Sheet
In this article, we will explore the creation of a phone app using Microsoft PowerApps, connecting to an Excel file hosted in OneDrive.Step 1: Login to your organization’s Power Apps and click New >...
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Theme Colours in Microsoft Dynamics 365 V9
Themes were introduced in CRM 2015. They’ve gone largely unchanged since then, but with V9, the components that can be themed have changed a little. Here I highlight what each component colour changes...
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Query Paging using Dynamics 365 WebAPI
When working with data in Dynamics 365, particularly large data sets, paging results is a necessity. It allows you to retrieve more than 5000 records, and retrieve records in manageable set...
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How to Programmatically Switch the Business Process Flow in Dynamics 365
You can update a records business process flow in many ways. I will show you how to update the BPF of a record in C# and in JavaScript .Firstly, you will want to get the Id of the process you would...
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Dynamics 365 Notes Display Date Instead of User Name in Chrome
On a record have you or another user added a note that’s ‘Created by’ field is displayed as a date time value? This is a bug with a Google Chrome update and does not happen in Internet Explorer or...
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