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In my previous post, I showed how to use Custom Views to use linked entities to filter items in a lookup. As mentioned in the notes, one of the issues with this is that the ‘Recents’ still show and are not filtered in the same way, th...
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I recently wanted to filter a Lookup within Dynamics 365 to show Contacts where the linked Accounts’ Parent Account was a specific Account. The idea being that the user can select any Contact from the Account Hierarchy but shouldn’t b...
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When working with custom views inside Dynamics 365 you may need to create fetchXml and layoutXml strings for new temporary custom views. The easiest way to do this, in my opinion, is to create a new Advanced Find with the information & fi...
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Whilst uninstalling a managed solution I received an error message stating that one of my entities “did not have a valid QuickFind query”. I checked the entity and there definitely was a valid QuickFind view. It turns out that the ...
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A request that I recently got from a customer was to send a weekly report showing all of the Opportunities that had gone 180 days past the estimated close date and that were still open. The report should be sent as an e-mail and sent to a specifi...
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My customers have got a lot of on-demand workflows that have been created over the years. They are used to being able to go “Run Workflows” to start a new on-demand workflow. Some of these customers had decided that they wanted to ...
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In a previous post I have shown how to use Azure DevOps (was Visual Studio Team Services) builds with Dynamics 365 Build Tools to export an unmanaged solution as a managed solution and then install into into a different instance. I have also ...
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I am an advocate of using unit testing wherever possible. This is because it allows repeatable tests to run, usually in a fraction of a second. Using unit tests allows me to be confident that later updates will not affect the current functionalit...
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