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Dynamics 365: New Advanced Find Filter – Does Relationship Contain Data?

It’s easy to get distracted with all of the great user interface changes Microsoft brought us with Version 9.  This tip is about one of the smaller enhancements that hasn’t gotten much attention, but learning about it is definitely worth your time! We’re talking about a new search feature available in Advanced Find that allows you to specify if a relationship contains data. For example, we can search for accounts with NO opportunities, or bookable resources with NO bookable resource characteristics.

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Dynamics 365: New Admin Portal

Microsoft is redesigning the Dynamics 365 admin portal! You may have seen our post on the new support page a few months back–Microsoft has expanded the Dynamics 365 admin portal to include both support information and environment/instance management.
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Dynamics 365: Reminder–Mandatory Version 9 Upgrade Upcoming!

This year, Microsoft changed their Dynamics 365 upgrade policies. Some of the changes include delivering two major releases per year (April and October), detailed release notes (you can find these here), and most importantly, enforcing a mandatory update to move all 8.2 users to version 9 by January 31, 2019. You can find more information on the policy changes in this Microsoft blog post and a FAQ on these policies here. Please note that version 8.2 will not be supported after January 31, 2019 and your organization has likely already been contacted by Microsoft to schedule the upgrade.

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Dynamics 365: Change the Displayed Fields in Dynamics 365 Mobile App Views

If you use the Dynamics 365 mobile app, you may have noticed that the three fields displayed in search results or various views are unhelpful.  It could only show the Opportunity number (if you assign one), Est. Revenue, and Est. Close date, making the mobile app nearly unusable.  Luckily, changing the information displayed in these views and search results is easy. 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