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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

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