MultiSelect Option Set in Dynamics 365

Nishant Rana's Weblog

With July 2017 update, we can now finally create multi-select option set in Dynamics 365.

We can also use Existing Global Option Set while defining our Multi Select Option set.

This is how control looks within the form.

Within Advanced Find View

We can use the existing option set client-side methods on Multi Select Option Set.

https://msdn.microsoft.com/en-us/library/gg334409.aspx#Anchor_1

getSelectedOption() – for new_weekday multiselect option-set with value Thursday and Friday selected –

Hope it helps..

View original post

Advertisements

Dynamics 365 v9 – NOT IN support for Advanced Find

Dynamics 365 Funda by Zohaib Uddin Khan

Let’s discuss all the new features of Dynamics 365 v9 updates. One of the interesting ones is ‘NOT IN Support for Advanced Find’.

Purpose of this new feature is to find all those Cases that do not contain a Task using Advanced Find.  Let’s kick in to play with it.

Go to Dynamics 365 – click on Advanced Find

Scenario # 1:

  • Look for: Cases
  • in the below pane, do ‘Tasks (regarding) = Contains Data”
  • Click on Results button.

This query will return all the Cases which have at least one Task associated with it.

D365-v9-NOT-IN-Advanced-Find-1

If you click on the ‘Download Fetch XML’, you will find the below info:

D365-v9-NOT-IN-Advanced-Find-3

Scenario # 2:

  • Look for: Cases
  • in the below pane, do ‘Tasks (regarding) = Does Not Contain Data”
  • Click on Results button.

This query will return all the Cases which don’t have any Task associated with it.

D365-v9-NOT-IN-Advanced-Find-2

If you click on the ‘Download Fetch XML’, you…

View original post 23 more words

Dynamics 365 Attribute Name lengths

@ramontebar

This article captures the maximum attribute name lengths allowed in Dynamics 365 (CRM). This is a simple thing but I carry on forgetting it and it is useful to have them always in mind.

  • Attribute Display Name max length = 50 characters
  • Attribute Unique Name max length = 41 characters
  • Attribute Description max length = 200 characters
  • Attribute Form Label max length = 100 characters

See below the corresponding screenshots locating those elements:

ramontebar_blog_new attribute name lengthsramontebar_blog_Field Attribute Label

View original post

Resolving Duplicate Lookup References in Import Process

Exploring Dynamics CRM

Normally when we import records which has a related entity, import process will resolve the lookup reference if it finds single record in the parent entity otherwise, it will stop processing the record and ends in fail.

Ex: When we are importing a Contact (Contact1) with Parent Account (Account1) and system has two accounts with same name then Import process gives error when processing Contact1

To resolve these types of records we need to make a small tweak before submitting the import job. Here we go

Click on Edit in the mapping dialog

Go to Parent Account field in the list of mappings and click on Lookup

Set the unique field as the reference

Now in the import file add the data as Account Number for Parent Account field.

Hope this helps 🙂

View original post

Installing the latest version of Voice of the Customer (v 9.0.x.x)

@ramontebar

Last week I was running a new Dynamics 365 trial (v 8.2.1.289) and I wanted to use the Voice of the Customer module.

Based on the previous versions of this solution (v.8.x.x.x), I followed the same steps that I used to: Office 365 => Dynamics 365 Admin Portal => INSTANCES => Solutions, see below screenshot:


However, when I tried to install it from this Solutions section, the installation process just failed once and again.

After a quick call with Microsoft Support, they told me the new installation process at the APPLICATIONS tab, see below screenshot:

Once you are there, just click on MANAGE and follow the next few steps choosing your corresponding instance (whose version needs to be >=8.2). Then you can track again the installation process in the Solutions section:

Hope this saves you some time 😉

View original post

Editing Sitemap in Dynamics 365

Work and Study book - Dynamics 365 (CRM) Blog

Prior to the release of Dynamics 365, we are helped a lot by XrmToolbox to edit the sitemap without the need of editing the sitemap XML manually. However, with the release of Dynamics 365, it seems the plugin for XrmToolbox doesn’t support the editing of Dynamics 365 sitemap (given now it is possible for a Dynamics 365 deployment to have multiple Apps and each App can have their own sitemap).

XrmToolbox-Sitemap.png

So, what should we do now? There are 2 options to configure the Sitemap in Dynamics 365.

Option #1: Creating a new App

With the ability to create App in Dynamics 365, we can create a sitemap that is associated to the App. Following the guide from Microsoft on how to configure/design the app: https://www.microsoft.com/en-us/dynamics/crm-customer-center/design-custom-business-apps-by-using-the-app-designer.aspx

Option #2: Editing the Default Sitemap

Editing default sitemap is similar to what we used to do with XrmToolbox. However, with the unavailability of XrmToolbox…

View original post 151 more words

Multi-Select Picklist control for Dynamics CRM by XrmForYou.com

Very happy new year to all of my blog readers. This is my first post of the year and it could not have started in a better way. I am delighted to announce the new “Multi-Select Picklist control” from XrmForYou.com tools library. Showing a picklist attribute as multi-select is a requirement we get every now […]

via {New Utility} Multi-Select Picklist control for Dynamics CRM — Debajit’s Dynamic CRM Blog