{Code tip} Open entity form with set values for multi select option set in Dynamics 365

Dynamics 365 has introduced multi select option set field. In one of the recent requirements, it was needed to open a form with pre-set values for multi select option set field.

Following steps are required:

1. For example, Contact entity has a Multi select option set field called Category which has values as following:

Label Integer Value
A 1
B 2
C 3
D 4

2. Following URL can be triggered to open the contact entity form with set values for Category field with A,C and D:

/main.aspx?etn=contact&extraqs=dyn_category%3D%5B1%2C3%2C4%5D&pagetype=entityrecord

 

3. The dynamically generated URL can then be opened using window.open method to open CRM contact form with pre-set values for multi select field:

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Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

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{Zero code Solution} Bulk assignment of Business Unit to users on demand in Dynamics 365

Requirement: Bulk assignment of Business unit to multiple users on demand is required in case of Dynamics 365 administration requirements based on some fields on User entity.

Solution:

In case your requirement is just to bulk update Business Units, Change Business Unit button can handle it on Users grid:

In this solution, we are not going through condition based BU assignment but similar can be achieved by changing the simple workflow demonstrated in this solution. However, this approach can be used when more complex BU assignments are required

Create an on-demand real time workflow to solve this need without the need of code.

1. Navigate to Settings-> Processes and Create New Process. Select entity as User and category as Workflow:

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2. Set Scope to Organisation and select Check box for as an on-demand process. Add an step for Update User as below:

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3. Click on Set Properties and Select Business Unit. In this example, Marketing Business unit is selected and put up:

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4. Save and Activate the workflow. Next navigate to Settings->Users and select the intended users. Then, Select Run workflow. Notice that current Business Unit for Alan Jackson is set to Service:

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5. Select the workflow for Update BU and select ADD:

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6. Next pop-up will come to apply the workflow. Click OK:

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Result: Alan Jackson’s BU will be updated to Marketing.

Note: In similar way with combination of right view filters and workflow conditions, automatic bulk assignment of BU can be handled.

There are other ways also to achieve the solution required and suggestions from your experiences are welcome in the comments section 🙂

Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

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{{Happy Milestone}} Mastering Dynamics 365 book to be released soon

Hi All,

Happy to announce that a second edition to my other book titled Mastering Dynamics CRM 2016 will be released soon.

A new book titled Mastering Dynamics 365  will be released soon! In case you wish to Pre-order:

Click here

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Hope it helps and happy 365ing!

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Thanks Microsoft and community for the BUSINESS SOLUTIONS MVP AWARD 2018-19

image

I was awarded for the fourth time as a Dynamics Business Solutions MVP.

I want to keep contributing for the next year and beyond. It has been a great journey so far for me and blog has been an integral part of it.

I want to thanks everyone in the community that view my videos on read my blog, my CRM YouTube channel  and finally follow me on twitter and other social media networks.

Thanks Microsoft within the organization as well which gave me the boost to start leveraging my ability well for serving the community.

Happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Quick Tip} How to change fields that are available on Lookup fields drop down list in Dynamics 365

Business Requirement: Often there is requirement in Dynamics 365 CRM Application to change the fields that are shown when a Lookup field is clicked and drop down list is presented. For example, by default in Primary contact the default fields that available on click of Lookup field are Contact Name, Email and Business Phone. In case this needs to be changed to Contact Name, Email and Contact City.

Default configuration of the Primary contact lookup drop down list is mentioned below:

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Solution:

Please follow below steps to change this to the required fields to appear in Lookup dropdown list.

1. Navigate to the Solution that contains Contact entity. Expand Contact entity, select Views and locate Contacts Lookup view. Double click on the Contacts Lookup view:

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2. Notice in the view editor that the first 3 columns in the Lookup view are Full Name, Email and Business Phone.

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3. Change them to Full Name, Email and Address 1: City: Save and Close.

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4. Publish your customizations.

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Result:

If you now navigate to Primary Contact field, notice the columns appearing in the Lookup drop down list have changed as desired:

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Hope it helps and Happy Learning.

Interested in Training: Click here

Any requirements in CRM/Dynamics 365 – end user,Microsoft  partner or an individual?

Requirement Area – Technical, Functional, Training, Development or consulting?

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

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