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, if you want to check how you can enable custom entities for the Activity Party, you can refer this post of mine – Enable entity for Party List selection in Appointment Hide entities from the Activity Party List field This can be achieved by writing a simple JS code and calling it onLoad of the Appointment form where the Party List field exists. Let’s say you only want to show the entities Lead and Contact in the Required Attendees Party List field Here’s the JS code that goes on the onLoad function of the Appointment form // JavaScript source code oAppointmentFormCustomization = { filterRequiredAttendees: function () { Xrm.Page.getAttribute(“requiredattendees”).setLookupTypes([“lead”,”contact”]); } };   And call the method filterRequiredAttendees onLoad as below The Appointment’s Required Attendees field will show only the entities you provided in the setLookupTypes([“lead”,”contact”]); Hope this helps!

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 led into believing that all the fields are being shown. And they could even wonder why it doesn’t appear in Advanced Find when they can see it on the Form/View. However, there’s a configuration which can either hide/show the fields in the Advanced Find. Making Fields Searchable So this is the answer. If fields are not Searchable, they don’t appear in Advanced Find Advanced Find field list with the missing field   And, when the Searchable is set to Yes, they appear in the Advanced Find. Advanced Find showing the Searchable enabled field   So that’s why. Hope this helps!

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 and click Advanced Settings – Right on the next tab, Settings with the classic UI is shown – And there’s nothing else on the SiteMap. Hope this helps!

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 commonly put a value in a field using Bulk Edit, but not clear the value. Workaround: What you can do instead, create a quick and simple workflow to clear the field. 1. Create an On-Demand workflow on Contact entity with an Update step for Contact 2. In the Update step, point to the field and then select the Operator on the right hand side to select Clear. 3. Make sure the Clear appears on the field you want to Bulk Update. 4. Once done, save and Activate the workflow. Run on the selected records you want to clear at once. 5. The values will not be cleared for these records. Hope this helps!

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 being called from the Ribbon button. The JS will trigger the Real-Time workflow I have. Now, while the Real-time workflow is running, the user doesn’t know it has been called and should the user retry the same action? Here’s when the form notification is vital. While the processing is happening, the message will remain as a notification on the form. Once the processing is complete, the notification will be cleared. JS Implementation: For the JS code implementation, the function to call the workflow needs ProcessJS which is available on https://github.com/PaulNieuwelaar/ So on the Form, I’ll add my file after ProcessJS file. Here’s the Account Form code I wrote. I created a JS file to call the Real-Time workflow. In the above code, the Xrm.Page.ui.setFormNotification(Message, Type of notification, Unique Identifier); This will set the notification. Page.ui.clearFormNotification(UniqueIdentifier); will clear the notification from screen. Using this, When the Process enters in Processing mode, the message is shown on screen as “Please wait while processing”. And once the execution is finished successfully, the notification is cleared. Similarly, you can even use this approach for WebAPI calls and have clearFormNotification set in the Success/Failure callbacks. Hope this helps!

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. Then, you can enable User Access Auditing as well Navigate to Settings > Administration > System Settings and under Auditing tab OR Settings > Auditing > Global Audit Settings Once the Auditing for User Access has started, the Audit Summary will record this – And whenever a User logs into Dynamics 365 via the Web Application, Phone app or WebServices that provide authentication, the Auditing will be logged as shown below – The Operation will be Access and the Event will be User Access via Web or User Access via Web Services. If you want to enhance user login, you can quickly enable Multi-Factor Authentication for the users, read my blog on MFA here. Hope this quick tip helps.

Here’s your guide to quickly setup a multi-factor authentication for an Office 365 user. Manage Multi-Factor authentication Multi-factor authentication can be managed for the O365 under Services and add-ins. If you are in O365 Administrator, find the Services as shown below. You can find this service called ‘Azure multi-factor authentication’. Select it. Open the same and click on Manage multi-factor authentication. Also, I recommend you go through ‘Learn more about Azure multi-factor authentication’ before you proceed for licensing details. Please go through these links: https://docs.microsoft.com/en-gb/azure/active-directory/authentication/concept-mfa-howitworks You’ll see a list of users who can be enabled for multi-factor authentication. In this example, I’ll select myself – Priyesh Wagh to enable my multi-factor authentication. You can either directly enable for the user of invite them to register from the link provided in the screenshot – And that’s it. Multi-factor authentication is enabled for the user. Setting up MFA for the user When the user then logs into the system, they are asked to enter, they will prompted to enter additional log in information to setup MFA. I will be asked to enter the phone number and select the preference or either phone or text message. And you can proceed with your selected preference of text message or phone call. I’ve selected phone call in this case. And finally, it will be setup Logging In As usual, when you log in. You’ll be asked to enter password. Post that, 2-step authentication will take place and as I had selected Phone Call. The system will make a call on my phone and I’ll follow the instructions as asked (asked to press the # key to confirm) Or, alternatively, it can ask you to enter the code received on your phone in text message. That’s it. Simplest way to get started with MFA. Furthermore, you can make the users to create App Passwords and enter contact methods etc. among other features as shown below – Hope that was easy!

Most new users get stuck with issues saying ‘Email address of the recipient was not resolved’. Like in case you want to send out an email from D365 but you don’t have the same saved in the system as a Contact/Lead or any other record. And it resulted in this the big red cross like the one below – There’s a simple setting for this in Settings > Administration > System Settings, under Email tab. You can simply flip the switch on ‘Allow messages with unresolved email recipients to be sent’ to Yes. And, now simply enter the Email address in the Recipient (To) field and let the email go! Hope this quick tip was helpful!

Introduction: One of the most common blunders often made in Data Import are importing whole lot of records without finalizing. And when you import, you realize you needed to add something more to the Import or some things were pending in the Excel file and you ended up uploading them all! Delete Imported Records: Assuming your Import was successful and you want to now just revert what all was imported, navigate to Settings > Data Management > Imports. Open the Import job and look for the option under Delete which says ‘All Records Imported to This Entity During This Import’ And the button label is self-explanatory. Once you click on it, a Delete Job is triggered once you fill in the below information And once you click OK, a Delete Job will run in the background to delete the data that was imported. Navigate to Settings > Data Management > Bulk Record Deletion and open the Delete Job that you started in Step #3 above – Also, if you selected ‘In addition to deleting imported records, delete import job history’, the Import Job record will also be deleted. So, it will be No. of records imported + 1.

I would like to share a consideration I take while designing Teams that you might need to make certain records shareable. I faced an issue once when users started to use Default Teams created on Business Units. And after several months, it occurred that some users from other Business Units too needed to be on that Team. And several records were already assigned to BU provided Default Teams. Scenario Priyesh belongs to Southeast Asia BU and Somesh belongs to North America BU. Some records were assigned to North America team which is the Default Team created by BU. Priyesh wanted to be in the North America team and hence the user tried to add him in that Team. So adding North America to Teams under the user Priyesh, but I get the below error – That is because you cannot add Default Teams to users in some other BUs. As a workaround, I only created a new Team and named it “<BU Name> – Shareable” team and assigned records to this team so that I know where I want the records to be visible as per my Security Roles setup. And hence, added the North America – Shared team for Priyesh. I would also like to hear your suggestions and any workarounds you may have. Thanks! 😊