On some instances, there are Managed fields in Dynamics 365 CRM (or CE if you want to call it) where we can’t change the required level of the field from Fields i.e. on the database level. And you get the below error – Here’s an alternative way to do it. Scenario Let’s consider this scenario. … Continue reading Making Managed fields required dynamically in Dynamics 365 →

Preparing an Excel Template for Notes entity is a little tricky. Doesn’t work when you just Export directly as a Template from the Templates Wizard and try to include all columns and import as is. Why? Because there’s no Regarding field exported when you export/import that template. Here’s what you can do as a workaround. … Continue reading Importing Notes in Dynamics 365 correctly →

Very easy tweak but this will save loads of your time. One of the most important asks by Salespeople is perhaps this – “Add multiple Products on Opportunity at once!“ Here’s how you can do this – Classic Experience In current/classic experience, if you open Opportunity Lines and go on to add a Product as … Continue reading Entering Multiple Opportunity Products at once in Dynamics 365 Sales →

At times, ever wondered what happened to the Mailbox? You ran some tests, you also got results, but the Alerts section is empty or not generating Alerts. Here’s what’s missing and how the behavior is – Turn on Mailbox Alerts In System Settings, you can turn on what type of Mailbox alerts should be shown. … Continue reading Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM →

One of the major pet-peeve is not understanding why the code isn’t working. And you for sure know you’ve written the correct code. But, thing just don’t work. One such tricky situation is that of applying custom filter to fields using JavaScript in Dynamics 365 Customer Engagement apps. Scenario Let’s say you have a custom … Continue reading Why Custom Filter JS code doesn’t work on Lookup field? [Fixed] →

In D365 CE Apps, you have 2 options to display the currency fields, by symbol or by the currency code. Symbolic representation Currency Code representation Setting With a simple setting, you can apply this change organization wide. Navigate to Settings > Administration > System Settings and under General tab, look for Set the currency display … Continue reading Currency Field representation options in Dynamics 365 →

Among the fabulous sessions at MBAS 2020 Online Conference, Introduction of Project Operations was the most anticipated for me. Here are my takeaways from the same – Gurkan Salk & Kevin Horlock provided an overview of what to expect for Project Operations/  What is Project Operations? Some key points –  Project Operations is an extension … Continue reading Introducing Microsoft 365 Project Operations – MBAS 2020 Takeaway →

Suppose, you want to show a loading/waiting screen to let people know there’s some heavy processing going on in the back-end and they shouldn’t navigate away to do anything else with the record, you can use loading screen by using showProgressIndicator() and closeProgressIndicatory() methods. Xrm.Utility methods There are 2 methods are documented in the Xrm.Utility … Continue reading Loading Screen using D365 CE JavaScript →

RSS is powerful and taming it wisely really helps! 🙂 Here’s an example where I used it to get a notification whenever a new blog was posted by Microsoft in their Dynamics 365 Blog page. It is my attempt to stay updated on the latest posts so that I don’t miss anything. Scenario Let’s say, … Continue reading Get RSS Notifications to phone for important blog posts using Power Automate →

Since Power Automate is so powerful that you can creatively use it to improve your productivity at work. Here’s an example of how you can utilize a scenario where you need a quick checklist to make sure you respond all important emails for the day. Power Automate You’ll need to create an Automated Power Automate … Continue reading Create To Do Items of Important Emails using Power Automate →