Author Archives: Frank Lee

About Frank Lee

Microsoft Dynamics 365 CRM/xRM consultant in San Francisco, USA.  Awarded the Microsoft MVP (Dynamics 365/CRM) 12 consecutive years from 2006 to 2018. Actively involved with Microsoft Dynamics CRM implementations since Microsoft CRM v1.0 beta (2002). Super passionate about everything CRM, especially in the areas of Cloud Computing, A.I., Digital Transformation and Automation.

How to Export the Audit History Values from Dynamics 365

Posted on April 11, 2021 by Frank Lee

Microsoft Dynamics 365 supports Audit Logging of various events. Authorized users can view the Audit History on any Dynamics 365 tables enabled for Auditing. However, there is NO Export audit data function available from the Dynamics 365 Audit History or … Continue reading →

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How to visually tell between Common Data Service vs Common Data Service (current environment)

Posted on March 16, 2021 by Frank Lee

Microsoft Power Automate Flows support both Common Data Service and Common Data Service (current environment) connectors at the present time. The Common Data Service (current environment) connector is newer. Both offer similar triggers and actions. Link to a good write … Continue reading →

Posted in Cloud Flow, Common Data Service, Dynamics 365, Power Automate, Power Platform, Workflow | Leave a comment

Power Automate Instant Cloud Flow in Dynamics 365 Solution

Posted on March 9, 2021 by Frank Lee

Microsoft Power Automate Instant Cloud Flow supports ON-Demand running from within Dynamics 365 such running an Instant Cloud Flow on the Account table record/row – similar to Dynamics 365 On-Demand Workflow. Here is a good blog from D365 Demystified on … Continue reading →

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How to Add SharePoint Document Files Tab to a Dynamics 365 Custom Table (Entity) Main Form

Posted on March 5, 2021 by Frank Lee

Microsoft Dynamics 365 Custom Table (Custom Entity) supports Document Management with SharePoint. The Main Form on the Custom Table (Custom Entity) however DOES NOT have the Files tab available by default. The same setup also applies to adding the Files … Continue reading →

Posted in Customization, Document Management, Dynamics 365, Power Apps, SharePoint Integration, Unified Interface | Tagged , , , , , , , , , , , , , , , | Leave a comment

How to Update an Existing Dynamics 365 Custom Report RDL

Posted on March 1, 2021 by Frank Lee

Dynamics 365 supports custom reports built using SQL Server Reporting Services (SSRS) report definition language (RDL). When the situation calls for updating an existing Microsoft Dynamics 365 custom report (.RDL) but you no longer have access to the original code/solution … Continue reading →

Posted in BIDS Report Authoring Extension, Customization, Dynamics 365, Report | Tagged , , , , | Leave a comment

Dynamics 365 Configure Server Based SharePoint Integration Error – 403 Forbidden

Posted on February 22, 2021 by Frank Lee

Encountered this error while setting up the Microsoft Dynamics 365/CRM SharePoint Document Management – when trying to Enable Server-Based SharePoint Integration: Validation Status: Failed. Default Site Invalid. Dynamics 365 Configure Server Based SharePoint Integration Error – The remote server returned … Continue reading →

Posted in Document Management, Dynamics 365, SharePoint Integration, Troubleshooting | Leave a comment

Dynamics 365 Document Location Error – urloption is not defined

Posted on February 2, 2021 by Frank Lee

Encountered this error while setting up the Microsoft Dynamics 365/CRM SharePoint Document Management – Document Location “urloption is not defined“ Here is the Error Details This error is due to Server-Based SharePoint Integration is NOT enabled. Usually this is the … Continue reading →

Posted in Document Management, Dynamics 365, Microsoft Dynamics CRM, Troubleshooting | Leave a comment

Business Process Flow Does NOT Appear on Some Existing Records

Posted on April 16, 2020 by Frank Lee

Encountered an existing CRM Account record that does NOT display a Specific Business Process Flow (BPF) after selecting the BPF via the Switch Process in either Unified Interface or legacy web client. Checked the below items but issue still presists … Continue reading →

Posted in Business Process Flow, Dynamics 365, Troubleshooting | Leave a comment

Dynamics 365 Unified Interface JavaScript to Set a Date Field to Current Date

Posted on April 16, 2020 by Frank Lee

From recent working with Dynamics 365 customers transitioning to the new Unified Interface – have a CRM Sales User scenario that needs to set a CRM Contact field to the current date on a new record.  The user can then … Continue reading →

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How To Uptake the new Service scheduling in your org

Posted on March 27, 2020 by Frank Lee

The Dynamics 365 legacy service scheduling is deprecated and will no longer be available on 10/1/2020, use the new Dynamics 365 Service Scheduling available in the Unified Interface.  I had encountered the following issue during the setup of the new … Continue reading →

Posted in CRM Online, customer service hub, Dynamics 365, Service Scheduling, Unified Interface | Tagged , , | Leave a comment