Category: Dynamics 365 Customer Engagement (CRM)

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

To opt in to the April 2019 update, first, sign into https://admin.powerplatform.microsoft.com/. You will see: Click on Environments to display a list of your environments: Click on the environment you want to opt in: On the right, note the current database version, in this case 9.1.0.2251. In the updates section, select Manage: You will see “April 2019 update – These changes will go live in April, but you can activate them … Continue reading Opting In to the April 2019 Preview Features in Dynamics 365

In this post, we will look at what type of relationship is created by a lookup. Let’s say we have 2 custom entities, Table A and Table B: Now, let’s add a lookup on Table A, to Table B. We create a new column, and set the type to lookup and select Table B: Now, on Table A, if we go to Relationships, we see the table is a Many … Continue reading Which Relationship is Created by Lookups 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