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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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Megan Hagedorn No Comments

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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Dynamics 365: Manage Your Users’ ‘D365 App for Outlook’ Installations

As an administrator, it can be difficult to make sure users properly install software–specifically the Dynamics 365 App for Outlook, which can be buggy as it is. Left up to users alone, there’s a chance it won’t get installed properly (or at all). Luckily, Dynamics has us covered and provides a great administration page for this app! Read more

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Dynamics 365: View Storage Breakdown with Organization Insights

Organization Insights is a module that provides fantastic metrics about your Dynamics 365 instance–usage breakdowns, activity, plugin and system job details–and I encourage any administrators to check it out and see what you can learn about your system! This tip is focused on Storage, however–keep reading to find out more.

To add Organization Insights to your system, check out these two pages from Microsoft:

https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.04931187-431c-415d-8777-f7f482ba8095?tab=Overview
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/use-organization-insights-solution-view-instance-metrics

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