Lookups – How to Disable ‘Recents’
In my previous post, I showed how to use Custom Views to use linked entities to filter items in a lookup. As mentioned in the notes, one of the issues with this is that the ‘Recents’ still show and...
Recent posts
Using addCustomView with Lookups
I recently wanted to filter a Lookup within Dynamics 365 to show Contacts where the linked Accounts’ Parent Account was a specific Account. The idea being that the user can select any Contact from ...
Getting FetchXml and LayoutXml from Advanced Find
When working with custom views inside Dynamics 365 you may need to create fetchXml and layoutXml strings for new temporary custom views.
Dynamics 365 Solution won’t uninstall
Whilst uninstalling a managed solution I received an error message stating that one of my entities “did not have a valid QuickFind query”. I checked the entity and there definitely was a valid Quic...
Dynamics 365 – Automated HTML Reports with Microsoft Flow
A request that I recently got from a customer was to send a weekly report showing all of the Opportunities that had gone 180 days past the estimated close date and that were still open. The report ...
Unified Interface – Where are the On-Demand Workflows?
My customers have got a lot of on-demand workflows that have been created over the years. They are used to being able to go “Run Workflows” to start a new on-demand workflow.
Dynamics 365 & Azure DevOps – Unit Testing
In a previous post I have shown how to use Azure DevOps (was Visual Studio Team Services) builds with Dynamics 365 Build Tools to export an un-managed solution as a managed solution and then instal...
Dynamics 365 - Unit Testing Plugins
I am an advocate of using unit testing wherever possible. This is because it allows repeatable tests to run, usually in a fraction of a second. Using unit tests allows me to be confident that later...
Dynamics 365 – Show SharePoint Documents
In a previous post, I showed how to enable Dynamics 365 SharePoint integration. This allows you to store attachments in SharePoint instead of Dynamics – which is a lot cheaper and allows for better...
Dynamics 365 – Enabling SharePoint Document Management
Dynamics 365 is able to store attachments on records. This is obviously already useful but was made even more useful when Microsoft added the ability to search within documents (more info).