Dynamics 365 Blog and eBook (Customer Engagement)

Dynamics 365 Blog

Welcome to my Dynamics eBook and Dynamics 365 blog.

Here you will find many articles, blog posts and how-tos I have written to help you learn, implement and understand Dynamics 365.

Here, I focus on Dynamics 365 Customer Engagement (Dynamics 365 CE), formerly known as Dynamics CRM.

Contents

  1. Installation
    1. Installing a Dynamics On Premise Update
    2. Dynamics 365 Updates
    3. Relationship Insights Install
    4. Install Live Assist by CafeX
    5. Installing CRM 2016 On Premise
    6. Downgrading a Dynamics 365 Version
    7. Signing up for a Dynamics 365 Trial
    8. Find Out When Versions are Scheduled for Installation
  2. Configuration
    1. Email
      1. Configuring Email Tracking Token
      2. Apps for Office 365 and Desktop Outlook
      3. Server Side Sync Setupe
      4. Exchange Folder Level Tracking
      5. Dynamics 365 and Outlook 
      6. Add App to Outlook Users
      7. Automatic Email Tracking with Correlation
      8. Tracking an Outlook Email in Dynamics 365
      9. Email Engagement
      10. Increasing Maximum Attachment Size
    2. Power BI and Business Intelligence
      1. Power BI Tiles in Dynamics CRM
      2. Connecting Power BI Desktop to Dynamics 365
      3. Option Sets and Power BI
      4. Organization Insights app
      5. Install Dynamics 365 Content Packs
      6. Relationship Insights
      7. Sales Management Solution Template
      8. Add a Power BI Dashboard to D365
      9. Process Analyzer Content Pack
      10. Power BI and Dynamics 365 Data Security
      11. Building Your First Power BI Report for Dynamics 365
      12. Power Query M Builder for XrmToolBox
      13. Given Url Neither Points to OData or Feed
      14. Using Power BI to View Statuses
    3. System Settings
      1. Autosave
      2. Disable / Enable Skype Teams Status
  3. Administration
    1. Set Dynamics 365 Instance Name
    2. Bulk Delete Data Job
    3. Change Theme and Logo
    4. Fiscal Year Settings
    5. Sales Territories
    6. Business Units
    7. Queues
    8. Automatically Add Cases to Queues
    9. Picking and Releasing Cases from Queues
    10. Release Queue Item Behavior
    11. Project Service Automation
    12. Quick Find Entities
    13. Manage Licensing and Pricing
    14. User License Types
    15. Auto-Numbering
    16. Teams
    17. Office 365 Groups
    18. SharePoint Integration
    19. OneNote Integration
    20. OneDrive Integration
    21. Release Cycle
    22. Backup and Restore
    23. Create Users
    24. Auditing
    25. Yammer Integration
    26. Restrict Access to Instances
    27. Auto Capture
    28. Delete a CRM Organization
    29. Turning Off Error Report
    30. Timeout Settings
    31. Restrict Attachments Types
    32. Restrict Attachment Size and Prevent Attachments
    33. Learning Paths
    34. Enable Disable Turbo Forms
    35. PowerApps, Canvas apps, Model-driven Apps, Common Data Service and D365 Explained
    36. Service Status
    37. Customizing the Site Map with SiteMap Designer
    38. Process Center Disappears from SiteMap
    39. Unified Client Interface
    40. Toggle Between UCI and Classic Mode
    41. Merge Permissions
    42. Notes and Documents
    43. Accessing Customer Service Hub
    44. Creating and Using Single-Stream and Multi-Stream Dashboards
    45. Setting Parent-Child Behavior for Resolving Cases
    46. Connect Schedule Board to Maps
    47. Installing Sample Data
    48. Set Colors and Logo using Themes
    49. Record Creation and Update Rules to Convert Email to Case
    50. Voice of the Customer Limitations
    51. Enabling Hybrid Experience for Unified Interface
    52. Opting In to April 2019 Preview
    53. Copying a Dynamics 365 Organization into another Org
    54. Export and Import Data from One Org to Another using Excel
    55. Updating Records using Export and Import with Excel
    56. Page Refresh when Publishing Customizations
    57. Data Center Locations
    58. Forcing Unified Interface Only for all Apps
    59. Import Excel Data using PowerApps Data Integration Project
    60. Release Wave 2 Plan Download
    61. Dynamics 365 Login
    62. Dynamics 365 CRM Login Regions
    63. URL Shortcut to Dynamics 365 Apps
    64. Opening Lookup in Unified Interface
    65. Assigning Users and Roles to a Model-Driven App
    66. Auto-number Prefixes
    67. Enabling 2019 Release Wave 2 Preview
    68. Installing Languages in Dynamics 365
    69. Translating and Renaming Artifacts
    70. How to Use Relevance Search
    71. Search Notes using Relevance Search
    72. Configuring URL App Suffixes
    73. Change Number of Records Displayed
    74. Rename a Dynamics 365 Org
    75. Adding Model-Driven App to Dynamics 365
    76. Users Not Seeing a Model-Driven App? Check these 2 things
    77. Get Email When Common Data Service Version Changes
  4. Functional
    1. Connections
    2. Goals
    3. Duplicate Detection
    4. Cases
    5. Activities
    6. Business Rules
    7. Interactive Service Hub
    8. Accessing Interactive Service Hub
    9. Knowledge Base Management
    10. Enabling Knowledge Article Search
    11. Searching and Emailing Knowledge Base Articles
    12. Tracking Knowledge Article Versions
    13. Scheduling Publishing a Knowledge Article
    14. Unit Groups
    15. Products
    16. Opportunity, Quote, Order, Invoice
    17. Sales Literature
    18. Leads
    19. Closing an Opportunity
    20. Sales Pipeline
    21. Product Families
    22. Up-Sell and Cross-Sell Products
    23. Currency
    24. Relationship Insights
    25. Amounts in Opportunities
    26. Opportunities and Calculating Revenue
    27. Account Relationship Types
    28. Customer Service Hub
    29. Entitlements and SLAs
    30. Merging Cases Behavior
    31. Converting a Task to Case or Opportunity
  5. Field Service
    1. Installing Field Service for Dynamics 365 Online
    2. Accessing Field Service Settings
    3. Creating a Service Task
    4. Managing Inventory in Field Service
    5. Processing a Return to Warehouse
  6. Development
    1. Overview of Extending Dynamics 365
    2. Save Code from Cloud to Disk
    3. Web Api
      1. Get Web Api URL
      2. Web Api Retrieve, Filter, Select, Order By and Top in URL
    4. API and C#
      1. OData and Web API URLs
      2. Global Option Sets and Web API
      3. Connecting to Dynamics 365 from Windows Form
      4. Connecting to Dynamics 365 using CrmServiceClient
      5. Connecting to Dynamics 365 using the Organization Service Proxy
      6. Connecting to Dynamics CRM On Premise Console App
      7. Early Bound vs Late Bound
      8. Register Azure App
      9. Web API Sample
      10. Open CRM Record by URL
      11. Get GUID of Dynamics CRM Record
      12. RetrieveMultiple and QueryExpression
      13. LINQ (Late-Bound)
      14. Register an App for Azure
      15. Connecting to Dynamics CRM through Postman
      16. Calling Web API from Postman (Updated 2019)
      17. Sending an Input and Getting an Output Web API Action Call Postman
      18. WhoAmI
      19. Generic SQL Error
      20. SOAP Logger
      21. Use EntityReference to Get Name from Id
      22. Calling FetchXML from C#
      23. Plugin Execution Query Type
      24. Attach a Note to a Record with C#
      25. Get Entity Metadata Using C#
      26. Get Entity Metadata using WebAPI
      27. View Metadata through URL
      28. Get Current User using C#
      29. Send Email using C#
      30. CRUD Operations using C#
      31. Retrieve a Record then Update using C#
      32. WebAPI and C# – Configuring Sample Code
      33. Download Entity Images in C#
      34. TLS1.2 and How to Fix Your Apps
      35. Using the Xrm.WebApi
      36. Looking at the WebApi through Browser URL
      37. Upsert using C#
      38. Using ExecuteMultiple in C#
      39. Using ExecuteTransaction in C#
      40. Retrieve by Id or Name using Web API
      41. Reading and Updating System Settings
      42. Web API URL Lookup Fields
      43. Creating a Custom Action and Calling it from Web API
      44. Custom Actions with Output Parameters from JavaScript
    5. Powershell
      1. PowerShell cmdlets for Dynamics 365
      2. PowerShell for Dynamics CRM On-Premise
      3. Microsoft.Xrm.Data.Powershell
      4. Update Developer Tools to Latest Version
    6. Dashboards
      1. Getting a Dynamics CRM Dashboard URL
      2. Creating a New Dashboard
      3. Sharing a Dashboard
      4. Setting Default Dashboard
      5. Creating a Dynamics 365 Dashboard for Opportunity Data
    7. FetchXML
      1. Introduction to FetchXML
    8. JavaScript
      1. Introduction
      2. Creating and Debugging JavaScript Code
      3. HTML Web Resource and JavaScript Button
      4. Using Xrm Page Html Web Resource with GetGlobalContext
      5. Redirect to CRM Page
      6. OnSave and OnLoad
      7. Read only form with JavaScript
      8. Get User
      9. Querying CRM through JavaScript
      10. Querying CRM through JavaScript WebAPI
      11. Query Dynamics 365 using jQuery
      12. Create Record in Dynamics 365 using jQuery
      13. Update Record in Dynamics 365 using jQuery
      14. Get and Set fields using JavaScript
      15. $ is not defined error
      16. Get Id of Current Record
      17. REST Builder
      18. Access Xrm Resource from HTML
      19. addOnSave method
      20. Non-Event Dependencies
      21. Opening a Quick Create form using JavaScript
      22. Web Resource Deployer and Project with Developer Extensions
      23. Form Notifications
      24. Checking IsDirty
      25. Using Fiddler and JavaScript with D365
      26. Refresh Subgrid
      27. Xrm.Page.data.refresh() and Xrm.Page.data.save()
      28. Filtering Lookups addCustomFilter addPreSearch
      29. setSubmitMode to Save Fields
      30. Running JavaScript on Activate / Deactivate
      31. Calling Update on SDK.REST invokes Retrieve
      32. Check if Field is Empty
      33. Hiding and Showing Fields / Show Hide Fields
      34. Hide and Show Tabs and Sections
      35. Using formContext
      36. Using Xrm.Navigation.openForm to Open Quick Create
      37. GlobalContext and FormContext
      38. Calling Microsoft Flow from Dynamics 365 and JavaScript
      39. Get and Set Form Values using FormContext
      40. Show Spinner and Block UI with Progress Indicator and Close
      41. JavaScript Confirmation Dialogs
      42. Handling Errors in JavaScript
      43. Display Alerts
      44. Unified Interface Tab Click Event
      45. Refreshing a Unified Interface Web Resource (The New Way)
      46. Set a Lookup Field to Another Lookup Field Using JavaScript
      47. AddOnChange to Add a Function On Change in JavaScript
      48. Get the AppId using JS
      49. Go to Next Stage in Business Process Flows using JS
      50. Go to Next Stage in Business Process Flow using JS (Cont’d)
      51. Focus on Tab using JS
      52. Binary Operator with Incompatible Types Error
      53. Modal Dialogs with navigateTo
      54. URLs in Unified Interface Client vs Web Client
      55. Filtering Subgrids with setFilterXml
      56. Register Function OnLoad of SubGrid
      57. Going Over Field Label Maximums
      58. Getting Selected Record in Subgrid
      59. Selecting Subgrid Record Opens Modal Form
      60. Get the Id of a Record on a Page using JavaScript
      61. Using addOnChange to Add Change Script Programmatically
      62. Get FormContext on a Web Resource with getContentWindow
      63. Get Plural Names of Entities
      64. Get Direct URL of Web Resource
      65. Fixing HTML Web Resources Bug
      66. JavaScript and Web API
        1. Create a Record using Xrm.WebApi
        2. Update a Record using Xrm.WebApi
        3. Delete a Record using Xrm.WebApi
        4. Retrieve and RetrieveMultiple using Xrm.WebApi
        5. Getting Local Option Set Metadata WebAPI Javascript
        6. Calling a Workflow from JavaScript
        7. Set and Retrieve Lookup Id and Value using Xrm.WebApi
        8. Calling an Action from JavaScript
        9. Calling an Action from JavaScript using Xrm.WebApi.online.execute
        10. Setting Lookups and Option Sets when Creating Records with Xrm.WebApi
        11. Running FetchXML using Xrm.WebApi
    9. Processes, Workflows and Plugins
      1. Workflows vs Plugins
      2. Creating a Workflow
      3. Plugin Execution Pipeline
      4. Plugin Quick Code
      5. Create a plugin
      6. Debug a plugin
      7. Debug a plugin – Persist to Entity
      8. Plugin Exception Handling
      9. Plugin Trace Log
      10. Using Plugin Trace Log to Trace Plugin Exceptions
      11. Plugin – Pre-Validation
      12. Plugin – Pre-Operation
      13. Plugin – Post-Operation
      14. Delete Aync Operation if Successful
      15. Business Process Flows
      16. Business Rules
      17. Real-time vs background workflows
      18. Wait conditions in workflows
      19. Actions
      20. Dialogs
      21. Workflow Scope
      22. Troubleshooting No Sandbox Hosts Available
      23. RetrieveMultiple Plugin
      24. Pre Images and Post Images
      25. Run Workflow at Set Time Period
      26. View Workflow Process History
      27. Enabling Microsoft Flow on Forms
      28. Troubleshooting Issues Logging into Plugin Registration Tool
      29. Impersonate a User in Plugin
      30. Overriding RetrieveMultiple Pattern to Integrate to 3rd Party Systems
      31. Overriding RetrieveMultiple Pattern for Unified Client Interface Apps
      32. Data Contract Cannot be Serialized
      33. Plugin Depth
      34. Convert FetchXML to QueryExpression
      35. Creating Custom Workflow Activities
      36. Debugging Custom Workflow Activities
      37. Call Power Automate Flows from Business Process Flows
      38. Conditional Branching in Business Process Flows
      39. Coding Multiple Plugins in One Assembly
      40. Business Process Flows and Troubleshooting Security Roles
    10. Views
      1. Change Default Advanced Find View
      2. View Designer in XrmToolbox
      3. Filtered Views
      4. Views
      5. Quick Find View for Search
      6. Sharing an Advanced Find View
    11. Ribbon
      1. Installing and Using Workbench Ribbon
      2. Installing Ribbon Workbench for CRM 2015
      3. Using Ribbon Workbench Inside XrmToolbox
      4. Open Web Page from Button with Ribbon Workbench
      5. Dynamics CRM Ribbon Customizations
      6. Hiding Plus + button on Subgrids
      7. Passing Context from Toolbar in UCI
    12. Entities and Forms
      1. Create a New Entity
      2. Quick Create Forms
      3. Relationships
      4. Editable Grids
      5. Create Option Set fields
      6. Subgrids
      7. Adding and Customizing Subgrid Search Box
      8. Insert Navigation Link
      9. Quick View Forms
      10. Calculated Fields
      11. Rollup Fields
      12. Entity Data Types
      13. Status Reason Transitions
      14. Enabling and Disabling Features
      15. Hierarchies
      16. Entity Relationships
      17. Controls
      18. Adding Forms
      19. Form Managed Properties
      20. Web Resources
      21. IFrame OnReadyStateComplete
      22. Advanced Find URL
      23. Modifying Form Section Layout
      24. Add Background Processes to Process Sessions
      25. Default Form Order
      26. Entity Images
      27. Reusing and Duplicating Fields on a Form
      28. Filtering Lookup Fields
      29. Modifying Lookup Fields and Lookup Views
      30. Intersect Entities and N:N Relationships
      31. Local and Global Option Sets
      32. StateCode and StatusCode
      33. Hiding the Command Bar and Navigation Bar
      34. Stopping User from Typing Past Field Size Limit
      35. Adding an HTML Web Resource to a Form
      36. Autonumber Fields
      37. Restricting Access to Form through Security Roles
      38. Setting Button Icons
      39. Remove Border around Web Resource
      40. Client Side Validation with Business Rules and JavaScript
      41. Remove Related Tab from Form
      42. Form Designing and Screen Resolution
    13. Xrm Tooling
      1. Login Control
    14. Integration
      1. KingswaySoft Install
      2. KingswaySoft Insert Integration
      3. Keys
      4. Create, Delete, Update with Data Export Service
      5. Create Data Profile Failed with Data Export Service
    15. Apps
      1. Apps and App Designer
      2. Assign Roles to Apps
    16. SDK
      1. SDK, Templates, Developer Toolkit
      2. Developer Guide – The New SDK
      3. JavaScript in the Developer Toolkit
      4. Developer Extensions for Visual Studio (3rd Party)
      5. Visual Studio 2015 Templates
      6. Installing Templates in Visual Studio 2017
    17. Azure
      1. Azure Service Bus Messaging with Plugin
  7. Reporting
    1. Creating Reports using the Report Wizard
    2. Building Charts in Dynamics CRM
    3. Install Visual Studio CRM Report Authoring Extensions
    4. Install Visual Studio Dynamics 365 Report Authoring Extensions
    5. Create FetchXML Reports for CRM with Visual Studio
    6. Create SQL Reports for CRM with Visual Studio
    7. Sharing Personal Charts
    8. Convert Personal Chart to System Chart
    9. Excel Templates
    10. Word Templates
    11. Error Connecting to Dynamics 365 from Excel
    12. Everything You Need to Know About Excel and Dynamics 365
  8. Data Migration and Upload
    1. Uploading Data to Dynamics 365
  9. Deployment, Solutions and Application Lifecycle Management (ALM)
    1. Package Deployer
    2. Configuration Migration
    3. Deploy Security Roles
    4. Shortcut to Solutions
    5. How to Find Dependencies when Deleting Resources
    6. Deploy Plugins Across Different Environments
    7. Merging Solutions using Solution Components Mover
    8. How Solution Numbers Work
    9. How Managed Properties in Managed Solutions Work
    10. Configuration Pages in Solutions
    11. How Patching of Solutions Works
    12. How to Find Solution Layers
  10. Security
    1. User and Role Security
    2. Copy Security Role
    3. Troubleshooting User Permissions
    4. Hierarchical Security
    5. Access Teams
    6. Field Security
    7. Which Privileges Which Roles with Privileges Discovery
  11. Performance
    1. Performance Center
    2. Diagnostics Tool
  12.  Mobile
    1. Mobile Task Flows
    2. Mobile Apps
    3. Displaying Forms, Sections, Fields on Mobile Devices
    4. Mobile Performance and Client Customizations
    5. Error Logging into Dynamics 365 for Phones App
  13. Upgrading
    1. Custom Code Validation Tool 2013
    2. Custom Code Validation Tool 2015
    3. Upgrading Dynamics CRM 2013 Customizations Part 1
    4. Upgrading Dynamics CRM 2013 Customizations Part 2
  14. Transition to Unified Interface
    1. Unified Interface Transition Portal
  15. MIcrosoft Flow
    1. Using Flow to Setup a Recurring Task in D365
  16. Portals
    1. Customer Self-Service Power Apps Portal
    2. Setup and Configure Dynamics 365 Portals
  17. 3rd Party
    1. North52
      1. Installing Business Process Activities
      2. Configuring Security
      3. Creating an AutoNumber Function
      4. Creating a Workflow Schedule
      5. Command Console (Create Record)
      6. Creating a Process Genie
      7. Installing North52 Quick Button App
      8. Using a North52 Quick Button
      9. North52 Alert
    2. XrmToolbox
      1. Metadata Browser
      2. Metadata Document Generator
      3. Web Resources Manager
      4. Iconator
      5. Ribbon Workbench
      6. LateBound Constants Generator
      7. Error When Loading XrmToolBox
    3. Resco
      1. Installing and Configuring the Resco Mobile Solution
      2. Installing the Resco Mobile App
      3. Installing the Resco Mobile App for Windows
      4. Mobile Client Online vs Offline
  18.  Appendix
    1. Useful Dynamics 365 Links
    2. User Interface of different versions
    3. Dynamics CRM and Dynamics 365 Codenames
    4. Dynamics 365 Online Releases