Power Tipps
Power Tipps
  • Видео 8
  • Просмотров 30 892
D365 option sets (Dropdown, Picklist, Select)
This video explaines similarities and differences between global and non-global option sets. It is important to understand these when provisioning new fields in Dynamics 365
Просмотров: 7 523

Видео

Microsoft Dynamics 365 Business Rules Basics
Просмотров 7 тыс.6 лет назад
A tutorial for creating business rules in Microsoft Dynamics 365, also known as Microsoft CRM. This video will demonstrate the basics of business rule creation as well as some veteran tips for improving the user experience around behaviors created with the business rule.
Microsoft Dynamics 365 Quick Create
Просмотров 2 тыс.6 лет назад
Basic details about the Quick Create form used in Microsoft Dynamics 365 CRM. The quick create form is accessed by the top navigation and subgrids. It allows users to view a reduced form with basic fields for rapidly creating a record.
Microsoft D365 Global Search - Adding Search Fields
Просмотров 7956 лет назад
How to add fields to the global search in Microsoft Dynamics 365 also known as Microsoft CRM. This video demonstrates how to add additional fields to the search criteria for the global and quick find searches. Help users find what they need faster and easier by enhancing their experience with the global search in Microsoft Dynamics 365.
Microsoft Dynamics 365 System View bug
Просмотров 4186 лет назад
A bug has been discovered for creating system views within version 9 of Microsoft Dynamics 365 for customer engagement. This bug prevents system administrators from creating views that filter results where a lookup field does not contain data. I have created a comment on the known issues page here: docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/readme-9 If you have any new issue...
Dynamics 365 Editable Grid
Просмотров 4497 лет назад
In this video I demonstrate how to implement the editable grid feature for Dynamics 365 (Microsoft CRM). Don't forget to subscribe! Want more details or have questions post a comment! want to see a video about a specific topic? reach out to me on twitter stalkjimmy Icon used in the video thumbnail is from icons8 icons8.com/
Channel Intro
Просмотров 517 лет назад
Welcome to my Dynamics 365 Channel! Subscribe for weekly content about configuring and customizing Microsoft Dynamics CRM. If there is a specific topic you would like to see a video on please comment below or reach out to me on twitter: stalkjimmy
Dynamics 365 Import Data
Просмотров 13 тыс.7 лет назад
Learn how to use the import data feature of Dynamics 365 (Microsoft Dynamics CRM) Video Thumbnail Icon by Icons8 icons8.com/

Комментарии

  • @illidanou6913
    @illidanou6913 2 года назад

    Hi, as i see at 2:23 the value for horse is : 100000002, can we just set 2 ? And if we can't why ? Thank's for your explainations :)

    • @PowerTipps
      @PowerTipps 2 года назад

      Ah yes, "underneath the hood" Microsoft purchased what is now the power platform/power apps/dynamics from a company in ~2005 and the legacy defaults are still in place. One reason for this is legacy customizations and solutions my have set/hard coded values from long ago and it is best to preserve these values. However you can override them without any worry if it is a custom field you are creating and not an existing system field or from a 3rd party solutions. In other words, if you are creating the column then feel free to set them as you wish, if you are editing/enhancing someone else's column, use the default values set by the user interface to avoid conflicts.

    • @illidanou6913
      @illidanou6913 2 года назад

      @@PowerTipps thanks for your respons ^^ It's juste like i thought.

  • @shirazjawed7364
    @shirazjawed7364 2 года назад

    Awsome great explanation

    • @PowerTipps
      @PowerTipps 2 года назад

      Thanks! I am working on rebooting this channel so more videos should start to come very soon!

  • @d89eepi
    @d89eepi 3 года назад

    Very well explained! Really needed this! Thanks!

    • @PowerTipps
      @PowerTipps 2 года назад

      Excellent, If there is any other area of the power platform you would like information on let me know! I am working to relaunch this channel and more videos should be arriving soon.

  • @sarbasov
    @sarbasov 3 года назад

    1:48 how to set filter criteria Field1 < Field2?

    • @PowerTipps
      @PowerTipps 2 года назад

      This is hard to answer without more details, Lets say you wanted to have a view of sales orders but only the sales orders which have a total greater than the current monthly average. In this situation I would probably use either Power BI and embed a more advanced report in the app(s) or leverage something like power automate cloud flows (scheduled) in conjunction with a custom field on the sales order which could be used to aggregate your view. This seems like an interesting video topic I may create some content soon explaining these paradigms. (I am relaunching this channel)

  • @jnicophene
    @jnicophene 3 года назад

    Is it possible to change the search results view? Let's say if i wanted to add website and an address to the search is that possible? If it can be done.. how many can i add?

  • @KittenOnTheInternet25
    @KittenOnTheInternet25 3 года назад

    Hi, your video is awesome, plz share business process flow, and power automate flow, relationship for beginners. Thank you

    • @PowerTipps
      @PowerTipps 2 года назад

      They are on the list. Working to relaunch this channel very soon.

  • @malliendk
    @malliendk 3 года назад

    You speak like ur totally bored

  • @rexkenley
    @rexkenley 4 года назад

    Jimmy!

  • @ShahramZadeh
    @ShahramZadeh 4 года назад

    very nice video, thanks

  • @habamoise4771
    @habamoise4771 4 года назад

    Can you provide us some advanced Business Rules Examples...Thanks again

  • @habamoise4771
    @habamoise4771 4 года назад

    Very clear and helpful! ...Thanks

  • @gmythili9682
    @gmythili9682 5 лет назад

    Thanks for information on global search

    • @PowerTipps
      @PowerTipps 5 лет назад

      No problem, I will be uploading some new content very soon. Thanks for the kind words.

  • @Mohammed-zo7sg
    @Mohammed-zo7sg 5 лет назад

    Good Video please Kindly upload videos on Bussines Rules, Plug ins and Secuirty Roles Key Factors jimmy

    • @PowerTipps
      @PowerTipps 5 лет назад

      Will do. I will start making more videos again soon! Anything particular regarding plugins that you are interested?

    • @joyfuljraven
      @joyfuljraven 4 года назад

      Jimmy Briggs D365 please do, they’re super helpful!

  • @MehranSaedi
    @MehranSaedi 5 лет назад

    Hi, How can i set business rule on a form so one user fill the half of form and send it to another user and that user fill the remaining form, like workflow but for a form. thanks

    • @PowerTipps
      @PowerTipps 5 лет назад

      Your best bet will probably be to create two separate forms and control them with security role access. You can limit which users can access which forms by grouping them with security roles. It sounds like your challenge contains users that may be able to be split into roles. Another option with business rules is to use something like a two option set field "field A" make this hidden by default and on the form. When the first user completes their "half" this two option set field can be controlled to appear and be required by business rules. When "field A" has a value of true/yes then you can control the other half of the form to appear with another rule/condition. Two forms will probably be a more elegant solution but it all depends on your stakeholders/customers needs.

  • @mafeeslava1544
    @mafeeslava1544 5 лет назад

    great videos really well explained, i was able to follow you and complete what i needed but now I need to do changes done by a previous admin, who set global option set but I need to remove it in one field and assign a customized set I already created..... i cannot find a way to select a different option set... any suggestion?

    • @PowerTipps
      @PowerTipps 5 лет назад

      You can create an optionset automatically as long as it is not global using the data import feature. You may be able to use a utility like the xrmToolKit to extract the values from the previous admin. You cannot create global optionsets with this method. I see this is an old comment, sorry I was not available to respond in time.

  • @tishaa912
    @tishaa912 5 лет назад

    Excellent, very well explained. Thank you!

  • @wezhira2007
    @wezhira2007 5 лет назад

    Great videos! Could you do videos that cover branches & forks; teams & queues, security roles; and mobile unified interface?

    • @PowerTipps
      @PowerTipps 5 лет назад

      I will be uploading content regularly very soon. Almost all will have the new Unified Interface and I will be walking through changes/comparisons with PowerApps vs Dynamics and the common data service.

  • @shivpatel9383
    @shivpatel9383 5 лет назад

    Great Video... Quick & informative! Thank you!

  • @afsprakentester7794
    @afsprakentester7794 6 лет назад

    that sandwich makes me hungry man

  • @omniasarwat
    @omniasarwat 6 лет назад

    That was really helpful and to the point. Thank you

    • @PowerTipps
      @PowerTipps 6 лет назад

      Thank you! If there are any specific topics you want to see or would like to help me by suggesting it would be wonderful Omnia!

  • @robhufschmitt160
    @robhufschmitt160 6 лет назад

    Hi Jimmy, When I delete a standard optionset value on e.g. caseorigincode, this messes up my complete case entity. Do you experience the same issue? In the error log I get a System.NullReferenceException: Object reference not set to an instance of an object...

    • @PowerTipps
      @PowerTipps 6 лет назад

      I have not done that one yet but I will reproduce it in the next couple days and get back to you/make a video.

    • @PowerTipps
      @PowerTipps 6 лет назад

      Yes, I only receive this error when the case I am trying to open had the optionset choice which was deleted. In my test I removed facebook (2483) and cases with this choice produce the error you reference. What is more troubling is that the global option set cannot be updated with the value I removed.