Year: 2017

Dynamics 365

Partially disallowing Bulk Edit from Users

Many times we are asked by our customers to disable Bulk Edit to certain users or groups of users/teams within the system. That requirement is pretty straight forward and can easily be understood. The resolution to this of course is also easy, and can easily be accomplished by changed the Bulk Edit privilege for a particular security role. What happens though when the requirement is to disable bulk edit from a user only on a particular entity. This becomes a little more complicated.

 
Dynamics 365

Microsoft Dynamics 365 Customer Engagement Security Updates

Starting with the upcoming release of the July 2017 update for Dynamics 365 (online), Microsoft will require connections to utilize TLS 1.2 (or better) security. This aligns with updated Microsoft and industry security policies and best practices, and certain actions might be required to maintain connectivity to the Dynamics 365 Customer Engagement applications.

 
Dynamics 365

Dynamics 365 July 2017 Update General Availability

In a recent email from Microsoft Insider Program, Microsoft provided an advanced notice that the plan is to deploy the July 2017 Update for Dynamics 365 to General Availability (GA) in the first week of October 2017. The released version of the product will be available soon after, and a 30-day trial of the new release will be available via the Microsoft Dynamics web site.

 
Dynamics 365

Status and Status Reason in Dynamics CRM

Microsoft Dynamics CRM and Microsoft Dynamics 365 provide indicators throughout the application to help us know whether the records that we are seeking are available to work on or have already been deactivated (resolved, won, cancelled or no longer needed). These indicators are set using the Status and Status Reason fields, which are also linked together.

 
Dynamics 365

AutoNumber now available for Free

Brite Global released their AutoNumber solution in 2011 together with the release of Microsoft Dynamics CRM 2011. At the time the solution provided simple autonumbering with the ability to create AutoNumber on numeric or text fields with additional formatting settings. As Dynamics CRM and the releases evolved, the AutoNumber solution options continued to evolve and we are now providing various AutoNumbering options, including getting data from Optionsets, Lookups and related entities to generate the numbering sequences.

 
Dynamics 365

Microsoft Dynamics 365 Portals Source Code Available for On-Premise Customers

On August 24, Microsoft release the Microsoft Dynamics 365 Customer Engagement Portals Source Code. The download contains the self-hosted Portals which are available for Dynamics 365 On-Premise. This will allow your to customize the portals per your requirements and deploy then to Dynamics 365 (On-Premise) as well as Dynamics 365 (Online).

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Dynamics 365

Create Email a Link to Selected Records in KBArticle Grid View

Recently somebody asked, why does the KB Article home page view does not have an option to Email a Link to multiple records like a lot of the other entities do, In looking at the Ribbon Xml, we notice that is true and there is no Email a Link split button to display that, so we were looking at the best approach to implement this.

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Dynamics 365

Add Command using Ribbon Workbench – Part II

The purpose of the original post (Part I), was to demonstrate how to add a button to a read only entity record, in order to create a new child record. This is a complex scenario that requires a lot of customization to the Ribbon/Command Bar. A much easier solution exists, if all you are looking for is to add the capability of adding child records to a read only record, as we discussed in the first part of this article.