[D365] How to create an alternate key

This post will show you how to quickly create an alternate key. If you want to know more about alternate keys please check out this post.

First you should open your customizations (either default solution or a dedicated solution that contains your customizations) and go to the entity where you want to create an alternate key.

In this post I’ll create an alternate key on contact entity using emailaddress1 field.

alternatekey

Select now one or more available attributes, I selected Email (emailaddres1)

selected attribute

Now you can save and close. A system job creates an index for Email in the database. The status changes from “pending” to “Active”

pending

active

You can now test your alternate key by creating two contacts with the same email address, while creating the second record you should have the following error

duplicaterecord

 

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Make your first duplicate detection rule

This is a quick tip to help you create your first duplicate detection rule in Dynamics365 for Customer Engagement.

First navigate to Settings->Data Management->Duplicate Detection Rule

datamanagement

duplicate detection rules

You have already some default duplication detection rules that you can use or unpublish. It is important to know that a duplication detection rule works only if it’s published and that you can have up to 5 maximum rules per entity.

Let’s create a simple duplication detection rule on Contact entity Mobile phone field, so when you create or update a contact with the same mobile phone number of another contact it will generate an alert. Click New to create a new rule.

newrule

Note that you have several options such as excluding inactive matching contact records and the ability to choose whether you want a case-sensitive rule or not by checking the corresponding box. You can also choose to ignore blank values.

myrule

Choose a field and a criteria (I took Exact Match) then save and do not forget to publish (buttons are at the top of the window).

save&publish

Let’s now test our published new duplication detection rule, I’ll create a contact test1 with 07123456 as a mobile phone number then I’ll try to create a second one test2 with the same mobile phone.

contact1

When trying to save my contact2 record I get the following popup which means that the duplication detection rule has been triggered

popup

You can choose to Ignore and Save so in this case contact 2 is saved with the same value in mobile phone number field as contact 1, otherwise you can cancel and get back to the record and update it with a different mobile phone number.

 

 

How to hide Posts feed in social pane?

This is a quick tip to show you how to disable Posts Feed in social pane in Dynamics 365.

All you need to do is to go to Settings==>”Activity Feeds Configuration” open the record for which you want to disable posts feed and uncheck the box “Enable walls for this type of record form”. The following screenshot is an example for the account entity.

disablepostsfeed

PS: You can also perform a mass edit by selecting multiple entities.

How To Set Date Format at Organization or User Level

This is a quick tip to show you how to set date format in Dynamics 365 (CRM) at both levels: User and Organization.

Organization Level:

This sets the default date format for the whole org.

Navigate to Settings->Administration and open System Settings.

capture 1

Go to Formats tab and click Customize then choose your preferred format

capture 2

User Level:

Users can also choose their preferred date format in the Format tab in their personal options.

capture 3

 

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Dynamics 365: Install new Languages and edit label translations

Dynamics 365 has a native amazing capability which allows every single user to use the application in his preferred language by changing personal options.

But first the available languages are just languages added to support by the administrator. To add new languages you should go to Settings==>Administration==>Languages then select one or many languages you want to make available for users and click Apply to enable it.

lng

language choice

Few minutes later, you can change your user language preference by clicking on Options in the navigation bar.

lng2

 

Click now on the last tab “Languages” and choose another language among the languages you previously enabled. Refresh the home page and check the language change!!

setfrenchlang

In the next post we will see how to easily edit label translations

 

Dynamics 365: POP3/SMTP Email server side synchronization

exchange_2014__07108_b1661e05-ed57-4525-91e3-e9e5ea94d203_1024x1024[1]

The most simple scenario you can experience when implementing Email service synchronization for your Dynamics 365 organization is having Exchange Online in the same tenant. This is the most simple case and it takes few minutes for administrator to set up email synchronization for the whole organization (all users). But what about having to sync Exchange online server which is not in the same tenant or other servers such as Gmail?

The good news is that Exchange Online synchronization is supported even if it’s not in the same tenant. The bad news is that each user has to enter his credentials in order to get his emails and appointments synchronized.

Whether it’s Exchange Online, Gmail or another provider, the first step is to get POP3/SMTP settings and create a new Mailbox Profile in Dynamics 365 and once related mailboxes are approved you can ask your users to enter their credentials so they can synchronize their appointments and emails.

This Microsoft links is listing all the supported scenarios whether you are online or on-premises.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/supported-email-service-configurations-server-side-synchronization

gmaild365

The following link explains step by step how to set up the synchronization for a gmail server

https://community.dynamics.com/365/financeandoperations/b/arbelatechnologiesblog/archive/2018/07/22/how-to-set-up-dynamics-365-and-gmail-integration-yes-you-can

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