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...
Posts by Category
Dynamics
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).
Dynamics 365 Reports – Open Link Error
I have used SSRS to create Dynamics 365 reports for a while. This report shows the users some Opportunity information and lets them click on the Opportunity name to open the record (see this post f...
Dynamics 365 Developer Toolkit Login Issues
The Dynamics 365 Developer Toolkit is a helpful extension to Visual Studio that saves time when developing new plugins & workflows for Dynamics.
Dynamics 365 App for Outlook Access Issues after V9 Upgrade
After I upgraded from Dynamics 365 v8.2 to v9 I lost access to the Dynamics App for Outlook on non-admin accounts. The error message below would appear whenever I clicked opened the app in Outlook.
Creating Custom Word Document Templates in Dynamics 365
The Document Template functionality in Dynamics 365 is useful as it allows you to create business branded documents using information from the Dynamics 365 system. It does have some limitations whi...
Error when importing Dynamics CRM 365 v8.2 managed solution into v9 instance
Whilst importing a Dynamics CRM v8.2 managed solution into Dynamics CRM v9 I encountered the following error. Searching the internet suggests that the error is mainly thrown when trying to install ...
Dynamics 365 CRM – ‘Products in Parent Price List updated’ saved query missing
One of my users recently encountered a strange error. When they tried to change an existing product on the Order Product, Quote Product or Sales Document form where the look up field had been set t...
Bulk Updating records in Dynamics CRM where a field is read-only
I recently came across a issue where I had to bulk update some records in CRM, but one of the fields I needed to update had been marked as read only on the form. This meant that I was unable to map...
Dynamics 365 CRM Automated Solution Deployment using Visual Studio Team Services Online Build & Release
One of the useful features in Dynamics CRM is the ability to create solutions for transporting distinct pieces of work across development environments. Whilst this is useful, it also means that if ...
Dynamics CRM Cascading Drop Downs / Dependent Option Set
A user asked if it would be possible to recreate cascading drop down lists like they had in SalesForce. I thought this would be an out of the box configuration and agreed that they could have it. S...
Opening a record in Dynamics from SSRS
One of the requests a user had recently was being able to click on the name of a sales document in a report and for it to open the record in Dynamics. I knew SSRS reports supported actions, but I w...
Dynamics CRM 2016 - Creating a record in a custom entity using JavaScript & REST
A requirement came up where the sales managers wanted to be able to see who had viewed an opportunity in Dynamics CRM. At first, I looked at using the auditing functionality, but I could only see e...
Dynamic Grouping using SQL Report Builder
One of the requirements that came in recently was for some reports to be created, upon investigation the reports were the same but grouped differently. Rather than creating individual reports, I wo...
SharePoint
SharePoint Setting Ribbon Context using JavaScript
I recently had a user ask me to create a web part page which had a document library & content editor web part which described the purpose of the library & where to get more information shou...
SharePoint Calendar Colour Coded Entries (using Calendar Overlays)
One of the features that I’ve found users like most about the SharePoint calendar is the ability to colour code entries. In some cases users have coloured the calendar dependent on who the appointm...
SharePoint / Nintex Forms Cross Domain Query
A requirement came in from a customer asking if it would be possible to use information from ‘List A’ and use it as validation on another form. At first I tried to directly access the list using Ja...