D365 Quick Tip: Simple & Detailed Mode in Advanced Find

If you ever wanted to refine your Personal Settings and ever came across this setting that asks your to set the default mode in Advanced Find
setting

But didn’t observe the Advanced Find well? Here’s what it does

Simple Mode

As per Advanced Find behavior, the view which you are on is pre-selected in the Advanced Find.

And observe that the query is locked and you actually need to click on Details to expand it or make it editable
simpleMode

And then it expands like this
expanded

Detailed Mode

In Detailed mode, if you click on Advanced Find button, the query will already be in detailed view ready for you to be edited directly without you needed to click on Details as in Simple mode
advancedMode

 

Hope this quick tip saves you that extra bit of second. 🙂

Advertisements

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!

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.

D365 Quick Tip: Choose how currency field is displayed

In D365 CE Apps, you have 2 options to display the currency fields, by symbol or by the currency code.

Symbolic representation

symbolic

Currency Code representation

coded

Setting

With a simple setting, you can apply this change organization wide. Navigate to Settings > Administration > System Settings and under General tab, look for Set the currency display option.
setting

Pretty simple! 🙂

Restrict User Access to a D365 instance using Security Groups

Use Case

You have multiple instances and you don’t want every member with a D365 license to be able to access each of those environments. How do you tackle this? Answer is using Security Groups on the Environments and Users.

Creating Security Group

In Office 365, create a Security Group and add members to it who should have access to the desired environment.

  1. Navigate to Groups in Office 365 and create a New Group. Give it a suitable name.
    creategroup
    groupname
  2. Add members to the Group who should have access. Click on Edit as shown below to Add members to the group and select the members and save it.
    editmembers
    addmembers
    membersadded
  3. Your Security Group is ready.
    securitygroupready

Apply Security Group to the D365 instance

  1. Navigate to Dynamics 365 Admin Center and select Edit on the instance you want to apply the Security Group on.
    editinstance
  2. Select the Security Group field and select the Security Group you created.
    selectsecuritygroup
  3. Click Next.
    clicknext
  4. Save once confirmed that you have selected the correct Security Group.
    saveinstance
    That’s it.

Who all can access the environment

All those are a part of the Security Group applied to the instance will have access to the environment including the Global Administrator
enabledusers

Rest of the users will be in the Disabled Users list
disabledusers

And if they try to access the environment, they will not be able to and will see this –
accessdenied

Hope that was easy! 🙂

D365 Quick Tip: Audit User Access in D365 v9 CE

One of the most common asks as an administration is to know when the user started accessing the system and from where.

In your Dynamics 365 Customer Engagement apps, you can enable Auditing for User Access.

Enable Auditing of User Access

You need to enable this feature once you enable Auditing on Organization level. Then, you can enable User Access Auditing as well

Navigate to Settings > Administration > System Settings and under Auditing tab

OR

Settings > Auditing > Global Audit Settings
systemSettings

Once the Auditing for User Access has started, the Audit Summary will record this –
userAuditStarted

And whenever a User logs into Dynamics 365 via the Web Application, Phone app or WebServices that provide authentication, the Auditing will be logged as shown below –

auditRecording

The Operation will be Access and the Event will be User Access via Web or User Access via Web Services.

If you want to enhance user login, you can quickly enable Multi-Factor Authentication for the users, read my blog on MFA here – Office 365 Admin: Quickly Enable Multi-factor authentication for users

Hope this quick tip helps. 🙂