Why blank locked fields won’t let you save the record – Quote ID example
So, I struggled some time in trying to make something just work as it was supposed to work. And for no conscious reason, I was able to figure out why. As to why my Quote wouldn’t save and auto generate the usual Quote ID? It kept asking me to enter it! Problem OOB, Quote ID … Continue reading Why blank locked fields won’t let you save the record – Quote ID example
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Discount Settings for D365 Sales Line Items – Line Items or Per Unit?
For Line Item entities Opportunity Products, Quotes Products, Order Products or Invoice Products, you can chose what type of Discount you want to give out. This is a simple Organization-wise setting that you’ll need to set to define how Discount should be given on the Line Item level. System Setting Navigate to System Settings and … Continue reading Discount Settings for D365 Sales Line Items – Line Items or Per Unit?
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Import Time Entries in PSA from your Bookings in D365 PSA v3
Often, one of the real-life scenarios is making time entries by either remembering what you did the whole week or looking at the Schedule Board and based on what you were booked, making each Time Entry in PSA manually. Tiresome and inefficient, right? Not any more, a cool feature let’s you just create Time Entries … Continue reading Import Time Entries in PSA from your Bookings in D365 PSA v3
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Hide Dashboards in D365
This being an obvious approach to how Dashboards are by default seen by all. And how you can disable/hide for users. Even for D365 System Administrators! Unlike usual forms, view or other records, And Deleting the Dashboard isn’t an option. Enable Security Roles way So a simple trick is to remove entire access from Enable … Continue reading Hide Dashboards in D365
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Show selective entities in Activity Party List in D365 Activities
Out-of-the-box, D365 Activity Party List field, say, Appointment’s Required/Optional Attendees fields lets you choose among multiple Activity Party enabled entities when you want to select records. And perhaps you don’t even want users to select what’s not relevant. Let’s look at how we can show only the required entities in the selection list. Before that, … Continue reading Show selective entities in Activity Party List in D365 Activities
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Why fields go missing from Advanced Find in D365
At times, end users are used to working with Advanced Find a lot without having much control over what they can customize. Because for obvious reasons, they are users. And not someone who customize the system. In this case, they might also not know what they can’t search for in the Advanced Find and are … Continue reading Why fields go missing from Advanced Find in D365
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Shortcut to Settings from Unified Interface: D365
If you’re spending time looking and wondering that you always need to go to the app switcher to go the Settings from the Unified Interface, you need to do the following – Once you are in the Unified Interface, click on the Gear icon next to the help icon on top-right corner as shown below … Continue reading Shortcut to Settings from Unified Interface: D365
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Bulk Clear field values in D365
Introduction: A very handy approach for admins and users of Dynamics 365 who want to bulk clean up field values – And just selecting them in Bulk Editing them as shown below doesn’t help!! So here’s the scenario – You want to clear the selected records for their Credit Score field. Because primarily, you can … Continue reading Bulk Clear field values in D365
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Use setFormNotification (Client side JS) in D365 v9 while Real-Time workflow is executing
Often, when a real-time workflow is being executed in the background, users don’t know how long it will take for the processing to finish. setFormNotifications in D365 v9 come handy! Scenario Here’s how I put my scenario – I call the Real-Time workflow using JS, example, on change of a certain field or the JS … Continue reading Use setFormNotification (Client side JS) in D365 v9 while Real-Time workflow is executing
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Audit User Access in D365
One of the most common asks as an administration is to know when the user started accessing the system and from where. In your Dynamics 365 Customer Engagement apps, you can enable Auditing for User Access. Enable Auditing of User Access You need to enable this feature once you enable Auditing on Organization level. … Continue reading Audit User Access in D365