Category: Dynamics 365 Customer Engagement (CRM)

In the Dynamics 365 Unified Interface, certain pieces of functionality are currently not available that exist in the legacy web client. These include (at the time of writing): Advanced Find Bulk Delete Merge Records Record Sharing Set Personal Options For example, in the web client, we can see the Advanced Find icon: Which opens Advanced Find: If we open Customer Service Hub, which uses the Unified Interface, we do not … Continue reading Enabling Hybrid Experience for Missing Functionality in Unified Interface in Dynamics 365

In Dynamics 365, we can add lookup fields to forms. When the field is selected, it will display certain information regarding the data. In this post we will look at how this works. Let’s look at the Account field on an Opportunity form. Note the fields displayed and the order – Name, Email, Phone Number: Selecting Look Up More Records, we see the view is Account Lookup View: If we … Continue reading Modifying Lookup Fields and Lookup Views in Dynamics 365

In Dynamics 365, we can filter lookup fields without writing code. In this post, we will look at an out of the box field example and a custom example. The common out of the box example is filtering a contact based on an account. If we create a new Opportunity, we can see if we look at the Contacts field, we see all contacts in the system: And the same … Continue reading Filtering Lookup Fields in Dynamics 365

In Dynamics 365, there are several ways to use Excel to analyze data. In this post, we will look at the various different options. Let’s start with a view of All Accounts. Note we’re displaying this in the Sales Hub app. The logic applied to the web client as well. In the toolbar, we have several Excel options, including: Excel Templates Export to Excel Open in Excel Online Static Worksheet … Continue reading Everything You Need to Know About Using Microsoft Excel with Dynamics 365

When downloading a spreadsheet from Dynamics 365, you may run into the problem: Unable to open https://xxxxx.crm.dynamics.com/_grid/print/print_data.aspx?tweener=1. Cannot download the information you requested: To resolve this, in Internet Explorer options, uncheck “Do not save encrypted paged to disk”: Click OK and click Refresh All: If this doesn’t resolve the issue, or you get the issue: “This web query returned no data. To change the query, click OK, click the arrow … Continue reading Error Connecting to Dynamics 365 from Excel, Cannot Download the Information you Requested

We can use JavaScript to connect to Dynamics 365 and set and retrieve a lookup id and value. Let’s say on an Account, we have the Owner field, which is a lookup: We would like to set the value of this lookup field through JavaScript. Let’s say we want to set it to another system user, Alan Steiner. To set the value, we will need to know Guid of Alan’s … Continue reading Set and Retrieve a Lookup Id and Value using Xrm.WebApi

In this post, we will show how to process a return to a warehouse in Dynamics 365 Field Service. We will follow on from our previous post of managing inventory in Dynamics 365. There are different ways to create a return in Dynamics 365, including a return to warehouse and return to vendor. The first thing to do is to create a return merchandise authorization (RMA). Go to the Field … Continue reading Processing a Return to Warehouse in Dynamics 365 Field Service

In the Dynamics 365 Field Service app, we can manage product inventory. In this post, we will go through how to manage inventory. First, from yours apps in Dynamics 365, open the Field Service app: You will see: Select “…” and then Field Service Settings: You will see the settings: Expanding the view, we can see all the Field Service settings: To manage inventory, we will first look at where … Continue reading Managing Inventory in Dynamics 365 Field Service

In Dynamics 365, you can automatically create records such as cases and leads from incoming emails. To do this, go to Settings->Service Management: Select Automatic Record Creation and Update Rules (note this was previously called Automatic Case Creation Rules): Select New: Enter a name and select the queue. We will select a queue called “Cases Queue”: Note the source types available. We will use Email: The case queue has an … Continue reading Dynamics 365 Record Creation and Update Rules to Convert Email to Case