Dynamics365… here we go
My blog about the interesting, powerful and varied world of Dynamics365; Microsoft’s flagship CRM, Service and Marketing management platform
Recent Blog
Need Help Choosing A CRM?
A substantial number of CRM projects fail
-Give your project a fighting chance!
Disable all fields on the form
Javascript for preventing changes to a form when deactivating isnt an option.
How do I change the Dynamics XML Schema in the Word Template
Modifying the XML schema of the Word Template for Dynamics can allow you to make additional fields available to use on the template.
Power Automate Not Licensed?
The user 'xxxxxx-xxxx-xxxx-xxxxxxxx' does not have a service plan adequate for the non-Standard connection 'Microsoft Dataverse'.
Me: BUT I DO!
How to send text messages from Dynamics365 with Ring Central and Zapier
Need to send an SMS from your Contact record in Dynamics to Ring Central? Here’s one way to do it.
How can I use Power Automate to sum child record values in Dynamics 365?
Sum data from Dynamics records easily with FetchXML and update related records as an alternative to using a RollUp Field
How to use an Excel Date Integer in Power Automate
Stuck with Excel giving you an integer for your date in Power Automate? A quick compose calculation can resolve this.
Column Types in Dynamics 365
Quick Reference for available column/field types in Dynamics365
How do I add new Columns/Fields to Dynamics365?
Dynamics is very customizable and allows you to create multiple fields (with some limitations) to store whatever you need for your business
How can I connect SharePoint with Dynamics365?
Connecting Dynamics to SharePoint is mostly straight forward and will give your team somewhere to easily store documents for your Dynamics records
Where is my Dynamics365 data being stored?
Storing data online can be a compliance nightmare. Check your Dynamics365 and make sure you meet your legal requirements.
Which Dynamics workflow is doing this?
Lost a workflow? not sure which workflow is sending an email or changing a value? start tracking it down with dependencies!
How can I embed an image into a Dynamics email in Power Automate?
Embedding a graphic into a Dynamics email record was proving challenging - here’s how I did it.
How do i add the Sales Solution App to Dynamics 365?
Forget to deploy an app in Dynamics? You can add it after your deployment by simply adding the solution to your environment.
How do I get a list of Object Type Codes from Dynamics 365? (On Premise)
Every entity/Table in Dynamics has a ‘Type Code’ - a numeric identifier for that table. Here’s how to find yours.
How do I get a list of Object Type Codes from Dynamics 365? (On Line)
Every entity/Table in Dynamics has a ‘Type Code’ - a numeric identifier for that table. Here’s how to find yours.
List of standard Object Type Codes for Dynamics 365
Every entity/Table in Dynamics has a ‘Type Code’ - a numeric identifier for that table. Here’s how to find yours.
Make A Duplicate of Dynamics365 Environment
Create a duplicate of your Dynamics 365 environment for training, testing or development.
Calculated Field Commands/Syntax
In Microsoft Dynamics 365, calculated fields let you automate manual calculations used in your business processes. The following options are available to you;