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?
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
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
This week one of our users was suffering a SQL timeout when she was trying to open a particular view or run the same in the Advanced Find. The issue was caused by a secure field that was used in the criteria of the query. We checked the web traces to confirm the query that … Continue reading SQL timeout querying secure attributes
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
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
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
It is Upgrade Time! During the last months, we have been preparing for the upgrade to Dynamics 365 Customer Engagement v9. This weekend was the turn for the production environment. Just until this morning, we were on the version 8.2. The process started yesterday, Saturday, at 18.00 and it finished this morning around 06.00. "How long … Continue reading Upgrading to v9
One of the new features in Dynamics 365 Customer Engagement / CDS is the multi-select option set attributes. This is a new type of attribute like Single Line of Text, Image, Whole Number, etc Dynamics Attributes Types Unfortunately multi-select option sets got some limitations: Cannot be used in the form headerCannot be used in the Business … Continue reading Copying multi-select option sets in workflows
The Summit EMEA 2018 conference in Dublin is almost there and we have been preparing some tough, fun and educational questions for those who like a challenge. The Quiz will be focus, mainly from a technical perspective, on Dynamics 365 Customer Engagement, CRM and other related technologies like Azure. The whole Quiz will be an interactive … Continue reading Are you ready for the Dynamics 365 / CRM Quiz at Summit EMEA 2018?