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Dynamics 365 - Business Process Flow and Things to take note before you upgrade into Dynamics 365.

In 2 months ago, my company decided to upgrade the Dynamics CRM 2016 into Dynamics 365 and there is something different about Dynamics 365 B...

Tuesday, February 20, 2018

Dynamics 365 : Hide Insert Article button in Email

Recently, my company decided not to use Article anymore, and they found that it is annoying to see the button inside the email.

Solution

1. Remove Read Privilege.


Results


After granted back Read privilege.

Reminder 

Please note that with this setting, user cannot use article feature in everywhere.


Happy 365-Ing


Tuesday, February 6, 2018

Dynamics 365 : Account cannot be merged ?

Recently, my client hit an error when they want to merge two accounts due to duplication.

Unfortunately, system throw them an error stated "These record cannot be merged. One or both of these records was deactivated and cannot be edited.".

Demo

1. Two account : 1 Active and 1 Inactive


Result


2. Two account : both are Active



Result



Root Cause

- one of the account was deactivated.


Solution

- Make sure both records are in "Active" Status.


Happy 365-ing.