MICROSOFT DYNAMICS 365

Resolving the "Lead Qualification Opportunity Form" Error in Dynamics 365 Sales When Qualifying Leads

In Dynamics 365 Sales, users may encounter the error message: "You can't create new opportunities or edit this one as the 'Lead qualification opportunity form' is currently not available. Please contact your admin." This issue can arise when the current custom model-driven app does not include the "Lead qualification opportunity form" required during the lead qualification process. Here are step-by-step tips to resolve this error and ensure a smooth lead to opportunity transition:

Automating Web Role Assignments in Dynamics 365 with a Custom Plugin

Purpose of the Plugin

The plugin aims to streamline the user management process by automatically assigning a default web role to every new contact created in Dynamics 365. This is particularly useful in environments where new contacts need immediate and predefined access to certain parts of the system, ensuring they have the necessary permissions from the start.

Setting Up Complex Conditions for Tablix Filters in SSRS

Scenario

Imagine you need a report to display records based on a casemanager field that might contain null values or specific identifiers. The report should show records where the casemanager field is either unset (null) or matches any of the identifiers selected by the user from a multi-value parameter.

How to enable / disable Audit feature In Dynamics 365

The Dataverse auditing feature is designed to meet the external and internal auditing, compliance, security, and governance policies that are common to many enterprises. Dataverse auditing logs changes that are made to customer records in an environment with a Dataverse database. Dataverse auditing also logs user access through an app or through the SDK in an environment.

How to Get a Free Payflow Pro Test Account

If you're looking to integrate PayPal's Payflow Pro into your payment system, you can start with a free test account. This trial account doesn't require credit card information initially and allows you full access to test Payflow features for 30 days. Post the trial period, you'll be prompted to provide credit card details for ongoing service billing.

PayPal Payflow Gateway SDKs

The SDKs are now opened-sourced with the newest code; version 5, located in the corresponding directories. Please review the README and CHANGELOG in each directory for more information.

Record Creation for N:N Relationships in Dynamics 365 with JavaScript and Custom Plugins

This comprehensive guide provides a detailed approach to automate the creation of many-to-many (N:N) relationship records in Dynamics 365 using a custom plugin and a JavaScript action. The solution streamlines the association of multiple records through a straightforward interface, making it indispensable in scenarios requiring batch processing or integration tasks.

How to Apply Views or Filters to Buttons on a Subgrid in Dynamics 365

In Dynamics 365, subgrids are an essential feature that provide users with the ability to interact with related data directly from a form. In some scenarios, you may need to enhance the default functionality of subgrid buttons, such as the "Add Existing" or custom action buttons, by applying specific views or filters to control the data shown to users. This guide will walk you through the process of dynamically applying views or filters to buttons on a subgrid, providing an improved user experience.

Checking User Roles in Dynamics 365: Two Approaches

In Dynamics 365, there are multiple ways to determine if a user has a specific role. This is particularly useful for controlling access to certain features or areas of the system. In this article, we'll explore two primary methods to check user roles:

Using Client-Side API (userSettings.roles)
Using a Web API FetchXML Query

How to Format Dates in SSRS Using Custom Expressions

In SQL Server Reporting Services (SSRS), customizing the date format is essential for improving the readability of reports. SSRS provides the Format() function, which allows for flexible formatting of date fields to meet different reporting requirements.

Filtering the Customer Column in Dynamics 365 to Display Only Accounts or Contacts

In Microsoft Dynamics 365, the customerid lookup field can reference multiple entity types, typically Accounts and Contacts. To simplify the user interface or meet specific business needs, you may want to restrict this lookup to show only one type. Below is a straightforward approach using JavaScript to configure the customerid lookup to display either only Accounts or only Contacts.

Leveraging JavaScript for onSave and addOnPostSave Events in Dynamics 365 CRM

When customizing forms in Microsoft Dynamics 365 CRM, JavaScript provides powerful capabilities to control data processing and user interactions. Key among these capabilities are the client-side events onSave and addOnPostSave. Each plays a vital role in managing the lifecycle of form data submissions. This article delves into how these JavaScript events can be used to fine-tune the behavior of Dynamics forms.

Customizing Form Titles Dynamically on New Records in Dynamics 365

The objective is to alter the form title dynamically to reflect changes in a field's selected option, such as a product category, when a new product record is being created. This customization provides users with immediate visual feedback that they are creating the correct type of record.

Understanding Payment Tokens, Authorization IDs, and Capture IDs in PayPal Transactions

When dealing with online payments and recurring transactions, it can be challenging to understand all the different identifiers, tokens, and steps involved in completing a payment. Below, we'll break down the key elements of PayPal's payment process, specifically focusing on Authorization IDs, Capture IDs, and Tokens, explaining their roles, uses, and differences.

How to Disable Multi-Factor Authentication (MFA) and Avoid Annoying Additional Authentications

Multi-Factor Authentication (MFA) can sometimes become an extra hurdle for users who prefer simplified access to their accounts. Here's how you can disable MFA in Microsoft Entra ID and Microsoft 365 Admin Center, allowing users to avoid any additional authentications beyond their password.

Accessing Classic Advanced Settings in Dynamics 365

If you need to access the Classic Advanced Settings in Dynamics 365, you can do so easily by using a direct URL. This is useful when you want to manage settings in the classic interface.

Understanding Tax Calculation in Dynamics 365 Sales: The Essentials

In Dynamics 365 Sales, managing tax calculations for Quotes and Orders can sometimes be less intuitive than expected. It's essential to understand how taxes are applied at both the Quote/Order Product level and the overall Quote/Order level, especially when discounts are involved. Below, we'll break down a few key points that can help clarify the system's behavior and implications for your customizations.

Setting Up a Formula-Type Calculated Column for Local Midnight Time (12:00:00 AM)

In global data management, accurately capturing the start of the local day is crucial but challenging with standard functions like UTCNow() or Now(). These functions return the current UTC timestamp, which doesn’t always align with the local date. For instance, if UTCNow() shows "10-10 2:50 AM," this might actually be "10-9 7:50 PM" in Pacific Time, meaning the local date is still "10-9."

ActivityParty in Email Message

An activity party represents a person or group associated with an activity. An activity can have multiple activity parties.

Understanding the Issue

System administrators may initially find that they are the only users who can view in-app notifications. When other users attempt to access the notification center, they might encounter issues such as the notifications not being visible or the notification center continuously loading without displaying any content.

How to Filter the OwnerId Lookup to Show Only Users and Dynamically Set a View by Name in Dynamics 365

In most cases, you can filter lookup columns by setting a view directly in the column properties of a form in Dynamics 365. However, this option may not be available for certain lookup columns, such as the OwnerId field. In these cases, we need to use JavaScript to apply the filter and dynamically set the view. This article will walk you through three key points: filtering the OwnerId lookup to show only users, applying a view to the lookup, and dynamically retrieving the view ID by its name.

Introduction to Dataverse Search

Dataverse search is a powerful tool within Microsoft Power Platform that helps users quickly find relevant information across multiple tables. By enabling Dataverse search, users can retrieve results from different tables in a single, consolidated list, sorted by relevance. This article covers the steps to enable Dataverse search and provides key details on its configuration and usage.

How to Check if the Current Form is a Quick Create Form in Dynamics 365 using JavaScript

In Dynamics 365, you might need to identify whether the current form is a Quick Create form or another type, such as a Main form.

How to Access the Classic Interface of Security Role Settings in Dynamics 365 CRM

If you are accustomed to the classic interface of Microsoft Dynamics 365 CRM and need to manage Security Role settings, you may prefer to use the classic interface rather than the new unified interface. The classic interface can sometimes provide a more familiar layout for detailed administrative tasks. Below is a step-by-step guide on how to access the classic interface for editing a Security Role by directly navigating to the URL in your browser.

How to Add a Row Filter for Lookup Columns in Power Automate

When adding a row filter to a Power Automate flow for lookup columns, you need to adjust the column name slightly by adding both a prefix and suffix. Here's how to do it step by step:

Symptoms

Assume that you have Microsoft Offices Online in a SharePoint farm. When you open a URL (like http://sharepointserver/Shared%20Documents/DateTest.docx) to a SharePoint document by using the Chrome browser, you want to open the Office application with a direct connection to the document on SharePoint instead of downloading directly.

Introduction

In this guide, we’ll show how to set up dynamic filters using drop-down lists in SSRS reports for Dynamics 365. This method enhances report flexibility and user interaction by allowing end-users to select different fields and date ranges dynamically.

Optimizing ActivityPointerBase Storage in Dynamics 365 by Moving Email Records and Attachments to SharePoint

The ActivityPointerBase table stores metadata for all activities (e.g., emails, tasks, appointments) in Dynamics 365, which can lead to significant storage consumption over time. Optimizing storage usage is essential for performance and cost management. Below are strategies to reduce the storage footprint of ActivityPointerBase:

How to create in-app notifications for model-driven apps the low code way

How to Replicate a Power Pages Site within the same environment

Creating a duplicate of a Power Pages site within the same environment requires careful planning and execution. This article outlines the structured approach to replicate a Power Pages site, focusing on security, permissions, and content management from the outset.