Show specific entities in Activity Party List Lookup in D365 Activity entity
Mar12

Show specific entities in Activity Party List Lookup in D365 Activity entity

Out-of-the-box, D365 Activity Party List field, say, Appointment’s Required/Optional Attendees fields lets you choose among multiple Activity Party enabled entities when you want to select records. And perhaps you don’t even want users to select what’s not relevant. Let’s look at how we can show only the required entities in the selection list. Before that, if you want to check how you can… Continue...

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How to add Rating Values to Rating Models in D365 Field Service and PSA
Mar11

How to add Rating Values to Rating Models in D365 Field Service and PSA

Rating Models and Rating Values are attributed to Bookable Resources in Dynamics 365 PSA and Field Service. Out-of-the-box, there are 3 Rating Values – Familiar, Good & Proficient. But obviously, you want to customize to have your own. This is a tricky change and this post will exactly describe before you end up doing something wrong. If you think all you need to do is add a Rating Value to… Continue Reading...

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Use Read-Only grid among Editable Grid enabled entities in D365
Mar05

Use Read-Only grid among Editable Grid enabled entities in D365

When you enable Editable Grid for an entity, all the public views become Editable Grids, correct? And if you wonder if you can keep certain grids as Read-Only and the rest as Editable, your assumption is correct. Here’s what this blog is about. You can still go back and select a particular grid which you want to keep as a classic Read-Only grid Let’s say you have added the Editable Grid under… Continue Reading...

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D365: Why do fields go missing from Advanced Find
Mar01

D365: Why do fields go missing from Advanced Find

At times, end users are used to working with Advanced Find a lot without having much control over what they can customize. Because for obvious reasons, they are users. And not someone who customize the system. In this case, they might also not know what they can’t search for in the Advanced Find and are led into believing that all the fields are being shown. And they could even wonder why it… Continue Reading...

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D365 PSA: Restrict Project access only to their Project Managers
Feb26

D365 PSA: Restrict Project access only to their Project Managers

Out-of-the-box PSA’s Project Manager security role provides complete access to even other Project Managers. But then, what if you want to bring down the access of the Project Managers to their own Projects only? Remember, access in D365 PSA is provided for Owner (ownerid) field and not Project Manager (msdyn_projectmanager) field. Scenario Now, I don’t want a Project Manager to have access to… Continue Reading...

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Search For Privilege Name Using Privilege Id
Feb26

Search For Privilege Name Using Privilege Id

Really useful! Passion Dynamics Quick post on how to search for privilege/permission name using privilege Id. You often in dynamics receive an error like below during your plugins or Web Api requests.: “user is missing privilege ba09ec92-12c4-4312-ba16-5715c2cbd6da” looking at the error, its difficult to tell what is the permission missing and on what entity. Use this approach All… Continue Reading priyeshwagh777’s Article...

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D365 Quick Tip: Simple &  Detailed Mode in Advanced Find
Feb25

D365 Quick Tip: Simple & Detailed Mode in Advanced Find

If you ever wanted to refine your Personal Settings and ever came across this setting that asks your to set the default mode in Advanced Find But didn’t observe the Advanced Find well? Here’s what it does Simple Mode As per Advanced Find behavior, the view which you are on is pre-selected in the Advanced Find. And observe that the query is locked and you actually need to click on Details to… Continue Reading...

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Get SharePoint Document Location link on field on create in D365
Feb19

Get SharePoint Document Location link on field on create in D365

I’ve been working on getting the SharePoint Document’s link to get back into D365 but looks like it can’t come back and get tagged to the record it was created from. I tried to fire off a plugin on SharePoint Document record create, but in vain. Flow didn’t do justice since SharePoint Document entity doesn’t support Change Tracking. So, I retrieved the Absolute URL of the “SharePoint Document…...

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D365 Quick Tip: Bulk Clear field values
Feb09

D365 Quick Tip: Bulk Clear field values

A very handy approach for admins and users of Dynamics 365 who want to bulk clean up field values – And just selecting them in Bulk Editing them as shown below doesn’t help!! So here’s the scenario – You want to clear the selected records for their Credit Score field Because primarily, you can commonly put a value in a field using Bulk Edit, but not clear the value.   Workaround What you can…...

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Opt-in for April 2019 Preview Updates
Feb01

Opt-in for April 2019 Preview Updates

Finally, as scheduled on 1st Feb 2019, April 2019 Preview Updates can now be opted in for your organization. Opting-in is available for Sandbox, Trail and Production environments. Opt-In You can now go to https://admin.powerplatform.microsoft.com/ and look for the Organization on the left hand pane Select your Organization, look for Updates section on the bottom or right hand side Zoomed… Continue Reading priyeshwagh777’s...

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D365 Solutions History – Keep track of your deployments
Jan31

D365 Solutions History – Keep track of your deployments

As you might have observed, newer updates to D365 are bringing out vital features which were much needed in Dynamics 365 are finally rolling out. One such feature is Solution History! As you can see in your SiteMap, you’ll see Solutions History has been added It gives you a summary what solutions were imported, exported or deleted. Where does this come from? If you look at the Default… Continue Reading...

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D365 Quick Tip: Shortcut to Settings from the Unified Interface
Jan28

D365 Quick Tip: Shortcut to Settings from the Unified Interface

If you’re spending time looking and wondering that you always need to go to the app switcher to go the Settings from the Unified Interface, you need to do the following – Once you are in the Unified Interface, click on the Gear icon next to the help icon on top-right corner as shown below and click Advanced Settings –   Right on the next tab, Settings with the classic UI is shown – And… Continue...

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D365 Quick Tip: Why BPF wouldn’t appear in D365 Unified Interface?
Jan25

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...

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Failed to Generate Excel error when trying to Export Data from Advanced Find
Jan23

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...

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Linear Slider Custom Control in D365 v9.x UCI
Jan22

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...

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D365 Quick Tip: Choose how currency field is displayed
Jan20

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...

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Run Dynamics 365 Diagnostics to check network latency
Jan18

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...

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D365 For Outlook 2016: There is a Problem communication with the Microsoft Dynamics CRM server for D365 v9
Jan16

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...

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Delete Async Plugin Logs if plugin succeeds, save D365 storage space
Jan14

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...

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Enable entity for Party List selection in Appointment
Jan13

Enable entity for Party List selection in Appointment

Out-of-the-box, you have fixed set of entities enabled for Party List fields in Appointment entity. Of which, you can select to be either in Required or Optional fields on Appointments. But, what if you want to enable a custom entity for the same? You can do that was well. Enable Entity for Sending Email In your custom entity, you can turn on Sending Email option on the entity level and the… Continue Reading...

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Use Azure App Passwords for MFA enabled D365 authentication from Console App
Jan12

Use Azure App Passwords for MFA enabled D365 authentication from Console App

If you have a Console App that authenticates to D365 using a credential (typically, an Administrator) but now the administrator is setup for Multi-Factor authentication, your Console App won’t work. So here’s what you can do. If you first want to check out about enabling Multi-Factor Authentication, you can check my blog post on it here – Office 365 Admin: Quickly Enable Multi-factor… Continue Reading...

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Quickly use Email Signatures in D365
Jan11

Quickly use Email Signatures in D365

You can use Email Signature in D365 Emails as well. Here’s a quick tip on it to quickly create a Signature and use it. As I write this blog, this feature is not yet available in the Unified Interface yet. Create a Signature Navigate to Settings > Templates > Email Signatures And create a New Signature as below Now, I save and close. Insert and use Signature Now, when you write a new… Continue Reading priyeshwagh777’s...

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Restrict User Access to a D365 instance using Security Groups
Jan10

Restrict User Access to a D365 instance using Security Groups

Use Case You have multiple instances and you don’t want every member with a D365 license to be able to access each of those environments. How do you tackle this? Answer is using Security Groups on the Environments and Users. Creating Security Group In Office 365, create a Security Group and add members to it who should have access to the desired environment. Navigate to Groups in Office 365… Continue Reading...

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D365 Quick Tip: Allow messages with unresolved email recipients to be sent
Jan07

D365 Quick Tip: Allow messages with unresolved email recipients to be sent

Most new users get stuck with issues saying ‘Email address of the recipient was not resolved’. Like in case you want to send out an email from D365 but you don’t have the same saved in the system as a Contact/Lead or any other record. And it resulted in this the big red cross like the one below – There’s a simple setting for this in Settings > Administration > System Settings, under… Continue Reading...

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Using ‘Clone a Patch’ & ‘Clone Solution’ in D365 Solutions
Jan05

Using ‘Clone a Patch’ & ‘Clone Solution’ in D365 Solutions

Doing incremental deployments from Sandbox to Production is a part of every other D365 implementation. And when do this, typically, you just create a new solution for every single time you move things over. This creates a lot of mess and leaves your Solutions in unorganized dump! Let’s see how we can stay organized by using Clone a Patch and Clone Solution to keep things synced and clean

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D365 Quick Tip: Delete Records Imported by mistake
Jan04

D365 Quick Tip: Delete Records Imported by mistake

One of the most common blunders often made in Data Import are importing whole lot of records without finalizing. And when you import, you realize you needed to add something more to the Import or some things were pending in the Excel file and you ended up uploading them all! Delete Imported Records Assuming your Import was successful and you want to now just revert what all was imported,… Continue Reading priyeshwagh777’s...

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Use Learning Path for your D365 v9.x Organization – Part 3 | Guided Tasks
Jan03

Use Learning Path for your D365 v9.x Organization – Part 3 | Guided Tasks

After 2 posts to trying to summarize Learning Paths, here we are to Guided Tasks which conclude this series. We will see D365’s early adopters can get acquainted with processes in your organization and getting them to know the system. To check the other 2 posts – Please follow the below posts Setup – Use Learning Path for your D365 v9.x Organization – Part 1 | Setup Sidebar –Use Learning… Continue Reading...

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Use Learning Path for your D365 v9.x Organization – Part 2 | Sidebar
Jan01

Use Learning Path for your D365 v9.x Organization – Part 2 | Sidebar

Sidebar is a component in Learning Path where you can design a Sidebar that appears like a tray popping from the right side of the screen. You can have quick help items in it so that new users to D365 can use it to get help on the most frequently requested items in your Organization. Before you begin, you can check my post i.e. Part 1 post of this series on setting up Learning Path in D365 – 

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D365 Quick Tip: Audit User Access in D365 v9 CE
Dec30

D365 Quick Tip: Audit User Access in D365 v9 CE

One of the most common asks as an administration is to know when the user started accessing the system and from where. In your Dynamics 365 Customer Engagement apps, you can enable Auditing for User Access. Enable Auditing of User Access You need to enable this feature once you enable Auditing on Organization level. Then, you can enable User Access Auditing as well Navigate to Settings >… Continue Reading...

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Use Learning Path for your D365 v9.x Organization – Part 1 | Setup
Dec29

Use Learning Path for your D365 v9.x Organization – Part 1 | Setup

Learning Path an intuitive feature as compared to Customized Help. Customized Help will take you to an entirely different section whereas Learning Path will guide you through the application when you use the system. This is a multi-part blog series which will walk-through the setup of Learning Path and use of Guided Task and Sidebar in Learning Path. Also, I’ve you’ve already setup Learning… Continue Reading...

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Use setFormNotification (Client side JS) in D365 v9 while Real-Time workflow is executing
Dec26

Use setFormNotification (Client side JS) in D365 v9 while Real-Time workflow is executing

Often, when a real-time workflow is being executed in the background, users don’t know how long it will take for the processing to finish. setFormNotifications in D365 v9 come handy! Scenario Here’s how I put my scenario – I call the Real-Time workflow using JS, example, on change of a certain field or the JS being called from the Ribbon button. The JS will trigger the Real-Time… Continue Reading priyeshwagh777’s Article...

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BPF Process Stage Name not populating on records in D365 v9 [Deprecated] and workaround.
Dec24

BPF Process Stage Name not populating on records in D365 v9 [Deprecated] and workaround.

At times, users are unaware of the deprecation announced for D365 v9 version earlier in 2018 or simply, they’re not aware whether to look for deprecation announcements. One of the most common instances I’ve come across lately are when people complaining about the Process Stage Name entity not updating post the v9 update. Deprecated Feature – Process So when you try to add these columns in… Continue Reading...

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Create a New Record button for Activity Type entity using Ribbon Workbench: D365
Dec21

Create a New Record button for Activity Type entity using Ribbon Workbench: D365

Problem Typically, when you create a new Activity type of entity and you want a Create button for the same, it just appears in the Other Activities fly-out button and not on the Main ribbon in Activities to be specific. And you can’t simply drag it out in the Ribbon Workbench since it is a dynamic button. So, in this blog, I’ll create a button to open a new Create record form for my… Continue Reading priyeshwagh777’s...

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Enable Gamification for your D365 Organization
Dec20

Enable Gamification for your D365 Organization

It’s relevant to not only engage customers but also to make users keep excited about Dynamics 365 and using it for as a purpose to compete. This results in the success of D365 implementation among users. To serve the purpose, D365 has an add-on called as Gamification wherein ‘game commissioners’ can setup games for D365 users to play and compete against each other. Let’s look at… Continue Reading priyeshwagh777’s Article...

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‘Based on entity’ folder structure in D365 SharePoint Online Integration
Dec17

‘Based on entity’ folder structure in D365 SharePoint Online Integration

When you configure SharePoint Online integration for your D365 entities, while setting up, you see an option to either proceed to enable feature based on entity or not. And you’re not sure what it means. Let’s quickly see that it stands for. I assume you know that you’ll need to go to Settings > Document Management > Document Management Settings to enable SharePoint integration for… Continue Reading priyeshwagh777’s...

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D365 Quick Tip: Rather Uninstall Plugin Profiler from the D365 Solutions
Dec14

D365 Quick Tip: Rather Uninstall Plugin Profiler from the D365 Solutions

Often, I get annoyed when I finish debugging the plugin and want to uninstall the Plugin Profiler from the Plugin Registration Tool so that users can quickly go ahead and test out the fix, it takes longer in the tool for the Profiler to be uninstall. And if at times, there are bandwidth issues, the uninstall just times out giving you this error. Solutions in D365 Same thing is available in… Continue Reading...

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Bringing back Maintain Bookings Availability View from D365 PSA 1.2.x into 2.4.x
Dec12

Bringing back Maintain Bookings Availability View from D365 PSA 1.2.x into 2.4.x

Disclaimer: This is an experimental implementation and is not recommended out-of-the-box. My assumption is Microsoft would not provide support for anything that gets goes wrong while implementing this, with the original MS scripts or anything that intervenes with out-of-the-box functionality. Kindly implement at your own risk, do not change the existing out-of-the-box files and back up… Continue Reading priyeshwagh777’s...

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