¿Quién hizo Qué?

Last week @MarcoAmoedo and I delivered a presentation for the Dynamics 365 User Group in Spanish (@d365ugespanol ) where we described the auditing capabilities of the Dynamics platform from its origins until today. During this presentation, among other features, we showed how you can use Activity Logging to enrich the auditing information for read and … Continue reading ¿Quién hizo Qué?

Hide Word Templates and Excel Templates buttons

Hiding the out-of-the-box buttons "Excel Templates" and "Word Templates" is a usual requirement in many Dynamics 365 Customer Engagement projects. These buttons are, by default, in all entities and ribbons. What is the quickest and cleanest way to hide them? Security Roles. If you don't need the document functionality or the documents are generated by … Continue reading Hide Word Templates and Excel Templates buttons

Dynamics Auditing at London Business School

This week there is a Dynamics 365 User Group meeting  at London Business School and I have the pleasure of being part of the agenda. The event will have multiple sessions to cover a good variety of topics. My presentation will be about the auditing capabilities in the Microsoft Dynamics platform. See below a summary … Continue reading Dynamics Auditing at London Business School

Adding items to a Multi-select Option Set in workflows

In this article we will see how to add items to a multi-select option set attribute within a workflow using the community utility Dynamics-365-Workflow-Tools SetMultiSelectOptionSet. In the above workflow, the customer (related opportunity account) Business Regions will be added to the Opportunity. If this opportunity already has some values, they won't be removed. The "SetMultiSelectOptionSet" utility … Continue reading Adding items to a Multi-select Option Set in workflows

Updating multi-select option set attributes in workflows

In this article we will see how to update a multi-select option set attribute within a workflow using the community utility Dynamics-365-Workflow-Tools SetMultiSelectOptionSet: Set default values for a multi-select option set attribute Before getting into the details, notice I have written another couple of articles to copy multi-select options attributes and getmulti-select options attributes in workflows. In our … Continue reading Updating multi-select option set attributes in workflows

Getting multi-select option set values in workflows

In this article we will see how to get the values of a multi-select option set attribute within a workflow using the community utility Dynamics-365-Workflow-Tools GetMultiSelectOptionSet: Sample workflow retrieving multi-select option set values Before getting into the details, notice I have written another couple of articles to copy multi-select options attributes and update multi-select options attributes in … Continue reading Getting multi-select option set values in workflows