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Archive for Category: Customizing

Customizing

Plugins in Dynamics 365

Customized logic in plugins integrates with Dynamics 365 to perform desired business processes. In this blog, we’ll show you how to get started!

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Customizing

Dynamically Retrieve Color Codes of Options from an Option Set using Web API

Are you planning of working with color codes? Read this blog for some handy tips on how to retrieve them from an Option Set using Web API!

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powerapps
Customizing

Want to Learn More About PowerApps?

Microsoft Power Apps can help you improve business processes! Read this blog for an overview of the benefits and functionality of PowerApps.

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Customizing

Dynamics 365 Spring 2018 Update: What’s New in Power Apps and Flow?

In this blog we share three reasons why you should get excited about the spring 2018 updates to Power Apps and Microsoft Flow!

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Customizing

Hide System Views, Forms, and More via Custom Apps!

The Dynamics 365 App Designer is a great feature that allows for the creating of custom apps that define which components of Dynamics 365 will be presented.

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Custom Button
Customizing

How to Open an Email Activity with a Custom Button

In this blog we walk through how to reduce those clicks and create a custom button to open an email activity in Microsoft Dynamics 365!

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Customizing

Dynamics 365 Post-Deployment Steps

After importing a Dynamics 365 solution into another environment and publishing the customization there may be some post-deployment steps you need to take.

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Customizing

Dynamics 365 Development and Customization: Field Group Extensions

In this blog, we will walk through how to implement the new field group extensions feature in Dynamics 365 for Finance and Operations.

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Customizing

Custom Case Origin Icons in Dynamics 365

In this blog, we'll show you some simple steps so you can customize case origin icons in Dynamics 365 to your preference.

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Announcements

Real Customers. Real Feedback. Citizen Developer Training.

PowerObjects is once again preparing to host a Citizen Developer training! In this blog, see what real customers had to say about their training experience.

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Customizing

Adding Custom Icons with Tooltips for a Column in Dynamics 365

In today's blog we cover a step-by-step process to adding custom icons with tooltips for a column in Dynamics 365!

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Customer Field Types
Customizing

Customer Field Types in Microsoft Dynamics 365

Out of the box entities in Dynamics 365 have always had an advantage over custom record types due, in part, to the very cool features provided by the "Customer" field type. This allows either a Contact OR an Account record to be linked to a record via a look up field which provides an activity […]

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creating and editing views
Customizing

Creating and Editing Views: 1.) Learn the Basics. 2.) Conquer the World!

One of our most frequently requested customizations is to add new views to the set of system views that come out-of-the-box with Microsoft Dynamics 365. It seems most of our clients are hesitant to play around with modifying these system views or adding new ones out of fear that it may be too difficult or […]

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cannot add records to marketing lists
Customizing

When You Reassign Accounts and Contacts, All Activities Are Also Reassigned

Dynamics 365 is a wonderful tool and many of the configurations are just as great. There is one configuration in particular that occurs out-of-the-box that can be changed improved in all implementations: the parental relationship between Accounts/Contacts and their child records. For example, when you change the owner of an Account, the default behavior will […]

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Rollup Fields
Customizing

How to Derive and Expose a Record GUID on Your Forms using OOB Functionality

Let's say you want a unique reference number for your Opportunity records in Dynamics 365. You could use PowerAutoNumber for a customizable reference number, although that isn't always an option. In today's blog, we'll show you how – in 16 easy steps! – to use a little configuration magic to derive and expose the guaranteed-unique […]

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Schema Name for a CRM Field
Customizing

Creating a Bookmark that Shows the Schema Name for a CRM Field

In today's blog, we'll show our Internet Explorer users how to create a "Favorite" (aka bookmark) that will display the schema name for a CRM field. Step 1: Creating the "Favorite" in IE Navigate to any page in your IE browser. (Literally, you can navigate to any page you want, because you'll be changing the […]

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