Monthly Archives: November 2019

Often Overlooked Features in Advanced Find for Dynamics 365

While Advanced Find for Dynamics 365 is a powerful ad hoc query tool, there are many features in the tool which you may be overlooking when using the tool. While what I have included below is not an exhaustive list of all features available, it will provide enough information to explore some of the features offered. Continue reading

Updating Child Records in a One:Many Relationship in Dynamics 365

A requirement which is often surfaced is the ability to update child records in a one:many relationship in Dynamics 365. Probably the most common scenario is an update to an Account should update the Contacts related to that Account. For our example, we will look at this using the standard Telephone1 field on both Account (Main Phone) and Contact (Business Phone). Continue reading