D365 Quick Tip: Bulk Clear field values

A very handy approach for admins and users of Dynamics 365 who want to bulk clean up field values – And just selecting them in Bulk Editing them as shown below doesn’t help!!

So here’s the scenario – You want to clear the selected records for their Credit Score field
containsData

Because primarily, you can commonly put a value in a field using Bulk Edit, but not clear the value.

 

Workaround

What you can do instead, create a quick and simple workflow to clear the field.

  1. Create an On-Demand workflow on Contact entity with an Update step for Contact
    workflowBody
  2. In the Update step, point to the field and then select the Operator on the right hand side to select Clear
    operator
  3. Make sure the Clear appears on the field you want to Bulk Update
    clearField
  4. Once done, save and Activate the workflow. Run on the selected records you want to clear at once
    runWorkflow
  5. The values will now be cleared for these records
    cleared

Hope this helps!

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Opt-in for April 2019 Preview Updates

Finally, as scheduled on 1st Feb 2019, April 2019 Preview Updates can now be opted in for your organization.

Opting-in is available for Sandbox, Trail and Production environments.

Opt-In

  1. You can now go to https://admin.powerplatform.microsoft.com/ and look for the Organization on the left hand pane
    pPlatformEnv
  2. Select your Organization, look for Updates section on the bottom or right hand side
    manageOrgs
    Zoomed In
    zoomedManage

  3. Click on Activate now. Be careful, these changes can’t be undone.
    activateNow
  4. Enter your Org name and click Continue
    orgName
  5. And it will take some time to activate
    activating

 

And once you are set, you’ll see that the April 2019 update was applied –

aprilApplied

 

Happy D365’ing!

D365 Solutions History – Keep track of your deployments

As you might have observed, newer updates to D365 are bringing out vital features which were much needed in Dynamics 365 are finally rolling out.

One such feature is Solution History!

As you can see in your SiteMap, you’ll see Solutions History has been added
sitemap

It gives you a summary what solutions were imported, exported or deleted.

summary

Where does this come from?

If you look at the Default Solution, this is coming from Virtual Entity Data Provider
dataprovider

Availability

My observation is that this is available for organizations from 9.1.0.1471 onward.

version

If you want to learn more about my Cloning and patching Solution, check my blog here – Using ‘Clone a Patch’ & ‘Clone Solution’ in D365 Solutions

 

Hope this helps.

D365 Quick Tip: Shortcut to Settings from the Unified Interface

If you’re spending time looking and wondering that you always need to go to the app switcher to go the Settings from the Unified Interface, you need to do the following –

Once you are in the Unified Interface, click on the Gear icon next to the help icon on top-right corner as shown below and click Advanced Settings

advancedsettings

 

Right on the next tab, Settings with the classic UI is shown –
fullsettings

And there’s nothing else on that SiteMap.

 

And that’s it! 🙂

 

D365 Quick Tip: Why BPF wouldn’t appear in D365 Unified Interface?

Got stuck trying to figure out why the Business Process Flow you created/modified couldn’t be seen in the Unified Interface?

Like I have this BPF called ‘Onboarding Process’

actualprocess

But when I look at the form on the Sales Hub, it won’t show up
blankrec

 

And when I Switch Process and try to apply, it won’t apply either
applying

Where could we check to make sure it appears –

  1. Whether it was Activated.
  2. Whether it was corrected ordered in the Order Process Flow
  3. Logged in user had correct privileges to access it.
  4. Even trying to switch to the process won’t make it appear!

and so on.

But there’s one thing that needs attention when

App Designer is the answer

The reason is the App Designer for the Unified Interface app you are in.

  1. In this case, the Sales Hub app.
    Open the Sales Hub app and look for Business Process Flows section and expand it.
    missingprocess
  2. On the right hand pane, find your BPF and add it in the App Designer
    foundprocess
  3. Once you added, it should appear in the included BPFs. Save and Publish once confirmed
    added

BPF is now applied

Now, your BPF is finally added and you can work on it.
appeared

Hope this helped! 🙂

Failed to Generate Excel error when trying to Export Data from Advanced Find

Here is the most common issues seen while trying to Export data to Excel from an Advanced Find view. And you end up seeing this error which says ‘Failed to Generate Excel’ –

error

Getting the Error

  1. So this is what you typically do – When you run an Advanced Find and click on Export when you see the results
    exportofaccounts
  2. Or, when you are in an entity’s view and you want to Export to Excel right from the ribbon button like this –
    exportfromview
  3. But, as soon as the File is being generated and you feel you’re there –
    generating
  4. You see this –
    error

 

Culprit

The reason for this is – Redundant Display Names of the fields used in the View you are exporting
duplicatedisplaynames

How to catch this

The easiest way to catch this is trying to Export the view to Excel Online, this will give you the exact error
exacterror
The Downloaded Log File won’t help much in identifying the column that is duplicate though, you’ll need to go through the Columns manually to check

 

Hope this helps! 🙂

 

Linear Slider Custom Control in D365 v9.x UCI

Using Custom Controls is the new cool in Dynamics 365. Specifically, if visual cue of approximation or ‘to what extent’ is priority over the textual/numeric data, using Custom Control is the best way forward.

Something like this –

featured

Use Case

In my use case, I want to know the client budget so that I keep Quotes for them around the range they can afford.

Now, number will give me an idea. But a visual cue of the same will let me know the spending capacity of the client in the bigger picture.

So, I’ll use Linear Slider custom control on the Client Budget currency field to show a slider as well as the currency value.

Enabling Linear Slider on Currency Field

  1. So here, Client Budget (new_clientbudget) is my Currency type of field in D365.
  2. On the Form Editor, I’ll go to Properties of the field and go to Controls. Click on Add Control…
    addcontrol

  3. Select Linear Slider among others and click Add.
    addslider
  4. Then, I’ll set the properties of the control. Make sure you enable them for Web, Phone and Tablet as per your preferences.
    sliderproperties
  5. I’ve set the min and max range for the control, also that step which should reflect while moving the slider.
  6. Finally, click OK and publish changes.

 

Linear Slider

featured

You can even input custom number in the box and the slider will set to it.

manualnumber

 

Hope this was useful! 🙂

Thanks for reading.