Tag Archives: Dynamics 365 CE

How to apply filters on Multi Choices Columns in Dynamics 365 CE

Filtering the table records for the Multi Choice fields/columns is easier if only one option is selected and can be done using the “Equal & Does not equal” filters present. But while filtering the data when more than one option is selected, the “Equal & Does not equal” filter doesn’t work as required so, in… Read More: How to apply filters on Multi Choices Columns in Dynamics… »

How to Identify missing permissions in Dynamics 365 CRM

Introduction: Dynamics 365 CRM security module plays a very crucial role in terms of managing data like limiting the access to data for each department/team/user in an organization. So, while working on CRM sometimes the end users, such as salespersons, might get some permission issues while accessing any record in the CRM. And they report… Read More: How to Identify missing permissions in Dynamics 365 CRM »

How to connect Dynamics 365 CE with KingswaySoft

Introduction As we all know, KingwaySoft is the best and a helpful tool for data migration and integration processes. Due to the deprecation of the Online Discovery Services, now we need to connect CRM Online using OAuth for “Online Federation”. As you can see, KingswaySoft gives the below notification message that we need to use… Read More: How to connect Dynamics 365 CE with KingswaySoft »