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In Dynamics 365, we can create and use HTML pages through web resources. Let’s look at how to do this. In a simple example, let’s display a Hello World from a website on the Account record. First, in Dynamics 365, go to Settings->Customizations and select either Customize the System or choose an existing Solution (or create a new one) to get to the Account form: We will select Customize the … Continue reading Dynamics 365 HTML Web Resource Example
In this post, we will look at how to copy a Dynamics 365 instance into a sandbox instance. For example, you may have a production environment with production data and customizations that you would like to copy down to a development instance. In our case, we have Contoso, which is our production organization, and Contoso DEV, our development org. We will select Contoso to copy from. You will see the … Continue reading Copying a Dynamics 365 Organization into another Org
Following on from a previous example, we can use Excel to update records in Dynamics 365 by exporting the records to an Excel file. To do this, select the records you would like to export in Advanced Find: Export: Open the downloaded spreadsheet and make an update to an account: Save the Excel file. Create a new Import in Dynamics 365 under Data Management->Imports: Select No to Allow Duplicates: … Continue reading Updating Dynamics 365 Records using Export and Import with Excel
A simple way to copy data from one Dynamics 365 organization to another is to use the export and import functionality. Let’s say we have created some new accounts in the source system. We will create an advanced find to show us accounts created today so we can export them: Click Export Accounts: Export to Static Worksheet: This will download an xlsx spreadsheet. Open the file: Optionally, click on the … Continue reading How to Copy Records from One Dynamics 365 Org to Another using Export and Import
Let’s look at how to use Retrieve and RetrieveMultiple using JavaScript and the Xrm.WebApi. Consider the scenario where we have an account: We can run this code in browser debugger. Hit F12 and let’s run this code: We get the output: And if we want to do a RetrieveMultiple: We get:
In Dynamics 365, you may get the message “You are not a member of this organization.You do not belong to the organization. Verify the organization name and try to sign in again“. If a user gets this message, confirm they have a license for Dynamics 365. Go to the Microsoft admin portal at https://admin.microsoft.com: Ensure the right licenses have been assigned for Dynamics 365, for example: Then log into the … Continue reading You are not a member of this organization in Dynamics 365
In PowerApps, there are 2 types of apps, Canvas Apps and Model Driven Apps. If you are new to PowerApps, you can learn more about the differences here. In short, Canvas Apps are designed to build a flexible user interface that connects to various data sources easily, whereas model driven apps are designed with an out of the box business model that you can easily extend and integrate. In this … Continue reading How to Embed a Canvas App in a Model Driven App in PowerApps
In Dynamics 365, there are 3 different types of relationships: one to many (1:N) many to one (N:1) many to many (N:N) When a many to many relationship is created by using the standard method of clicking “New Many to Many Relationship”, an “intersect” entity is created that allows for the relationship to exist. An out of the box example of a many to many relationship is systemuserroles, which maps … Continue reading Understanding Intersect Entities and N:N Relationships in Dynamics 365
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