Microsoft Dynamics 365 and Dynamics CRM Blogs by Sean Roque | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Merging Documents Core Pack Generated Documents in Dynamics 365

Sean Roque, 30 September 2019

Documents Core Pack comes with a useful “Create Document” button in enabled entities, where a pre-created template can be populated with data pulled from the fields on a Dynamics 365 record and its related records. When creating the template, conditional fields can even be inserted, which is a conta
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Enabling Users for Merge Functionality in Dynamics 365

Sean Roque, 25 September 2019

The merge functionality in Dynamics 365 allows users to combine any two records of the Account, Contact, Lead and Case entities where the fields from one record will carry over to the Master record and become deactivated. This is useful especially in cases of unexpected duplicate records.When creati
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Prevent Cases from Closing on Condition in Dynamics 365

Sean Roque, 19 August 2019

Users can close cases by clicking the Resolve Case button provided in the ribbon. In situations where you want to aid your Users by helping them make sure they process data correctly; this method comes in handy. Not only can this make their work easier, it also avoids incorrect handling of cases, an
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Setting up a Trial Environment in Dynamics 365 App for Outlook and Exchange

Sean Roque, 15 August 2019

Often when making Email Configurations and changes to Dynamics 365 App for Outlook, we want to be able to test these before applying them to avoid issues and ensure correctness. This guide is a quick tutorial to setup a trial environment for Dynamics 365 App for Outlook, so we can test all those qui
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Preventing an Error when Editing Field Permissions in Dynamics 365

Sean Roque, 17 July 2019

We encountered an error when editing permissions for a field security profile on a newly configured field, However, when trying the same thing on other fields that were already enabled for field security, the changes were applied without any issues. To uncover the cause for this error, we need
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How to Remove a Two-Option Field from a Dynamics 365 Workflow

Sean Roque, 08 July 2019

Sometimes you need to remove a field from Dynamics 365, but that field has dependencies on other parts of the system. This can be problematic in some scenarios, such as removing a Two-Option field which is tied to a workflow. The example below shows a Two Options field being used in an update step i
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How to Filter Lookups in a Dynamics 365 Business Process Flow

Sean Roque, 03 July 2019

When designing a business process flow in Dynamics 365, we might have a data step in one stage, which is a lookup to another step in the next stage. In cases like this we ideally want to filter the search options to only show related records. This is not available out of the box but it can be done u
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Using the Condition Builder to Compare Multiple Values in Microsoft Flow

Sean Roque, 07 June 2019

The basic condition builder in a Microsoft Flow condition card is sufficient for building simple two-variable comparisons. However previously when we came across the need to create a condition that would compare multiple values, or any sort of complex comparisons, we would inevitably resort to ‘Edi
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