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Dynamics 365: Customize Subgrid Header Colors

Another new feature in Dynamics version 9 is the ability to assign a color to the header of a Subgrid. This adds a clean, professional touch to your forms and looks great.  You can even go as far as to match the Subgrid color with the same color that is assigned to the entity! To learn how to add a splash of color to your forms, keep reading.
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Dynamics 365: Enable Text Wrapping for Field Labels and Values

This month, we’re taking a look at some of the exciting new features that Dynamics 365 Version 9 has to offer.  We now have the option to wrap text for field labels and values when they exceed the shown character limit.  This used to be a huge pain—you either had to position the field labels on top of the values, expand the field label character limit, or shorten your field label to fully display lengthier labels. No longer!  To enable text wrapping for your field labels and values, keep reading.  Read more

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Dynamics 365: Multiselect Option Sets

Microsoft has fulfilled a long-awaited request in Version 9 – multiselect option sets! There are numerous use cases where multi-select option sets might be helpful, such as “areas of interest” or “States where company does business”, et cetera. Multiselect option sets are available on main forms, quick-create forms, and quick-view forms.  Read more

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Dynamics 365: Clear the Cache in Dynamics 365 Portals

Dynamics 365: Clear the Cache in Dynamics 365 Portals

If you have a Portal provisioned for your Dynamics 365 Instance (also known as a Field Service Portal or Project Service Portal), you’ll know that there can be a fairly long delay when making customizations to the Portal—changes to pages or forms often do not get pushed to the Portal for minutes or even hours.  This makes it very difficult for administrators to manage and customize the Portals—you can’t quickly test your changes!  The most common way to push changes that seem “stuck” is to restart the Portal from Azure.  What if you’re not an Azure administrator or otherwise cannot access Azure? What if you don’t want to disrupt your Portal users for minutes while the entire Portal restarts? Read more

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Dynamics 365: How to Troubleshoot Workflow Issues

If you are a Dynamics Administrator, you’ll likely have received questions like this:
-Why didn’t X record get created automatically like it normally does after I did Y?
-When I updated X field, Y field on a different record never changed like it’s supposed to?
Essentially, these are all questions about workflows not working as expected.  In this post, I’ll show you how to troubleshoot these situations where a workflow did not successfully complete. Read more

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Dynamics 365: Update a Read-Only field with a Workflow

If you’ve ever tried to use Read-Only fields, you may have run into a common issue–there’s no way to actually update that field! At least, it can seem that way, especially if you want to use a Workflow to set the field. A great example of this is the name field. We have many clients who want to use a standardized format for record names–for example, naming Opportunities Account – Created On Date – Est Revenue, or naming Leads Last Name – Topic.

There are tons of reasons why you may want to set a field to read-only on a form–below, I’ll show you how to set it by workflow.

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Dynamics 365: Use Custom Views to see more Workflow Details at-a-glance

As a Dynamics consultant, I work with Workflows a LOT. One of my favorite tips to make working with Workflows easier, is to create a custom View to show additional data about the workflows–for example, how they are triggered, “Modified On”, and “Modified By” fields. If I’m troubleshooting, this can be extremely helpful. Keep reading to find out how to add this data to the Processes view! Read more

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Dynamics 365: New Dynamics 365 Support Center

Microsoft is rolling out a new Support Center for Dynamics 365. It’s still in Preview (as of June 2018), but if you meet the Prerequisites (defined here), you can check it out now!

It’s really simple to navigate to, if you have the appropriate Office 365 role. After logging into Portal.office.com, just go to https://admin.dynamics.com to see the new support center. Read more

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Dynamics 365: Use Excel Online to make Importing or Editing Read-Only Records a Breeze

I touched on this tip a bit last month, but wanted to dedicate a post just to this tip, because I love it that much.  This tip is especially useful if you ever need to edit a Read-Only record but don’t want to re-activate the record just to make the change. Closed Opportunities are a great example of this!

Additionally, Excel Online can be really useful any time you want to edit a record in Dynamics–read-only or not. It removes a lot of the pain associated with Importing (though it’s not foolproof!).

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