In Dataverse, you may need to display a Date and Time column in a readable "Month Year" format — like May 2025. This is especially useful for calculated or formula-type columns where formatting options are limited.
How to Format a Date Field as "Month Year" in a Dataverse Formula Type Column
User Guide: Managing Export to PDF Settings
This guide explains how to Refresh, Add, Update, and Delete tables for Export to PDF.
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How to Calculate Account Engagement Score in Dynamics 365
In sales and CRM, measuring account engagement is crucial to identifying customer interactions and potential sales opportunities. In this guide, we will walk through how to calculate the engagement score for an account in Microsoft Dynamics 365 using activities such as emails, phone calls, and appointments.
Deploy and install Dynamics 365 App for Outlook
This topic covers how to set up and deploy Dynamics 365 App for Outlook.
Diagnosing SQL Arithmetic Overflow Errors in Dynamics 365 Calculated Columns
In Dynamics 365, calculated columns are processed by SQL, and complex expressions can sometimes lead to unexpected errors. One reported error is:
SQL error: A SQL arithmetic overflow error occurred
CRM ErrorCode: -2147217098
SQL ErrorCode: -2146232060
SQL Number: 8115
How to Calculate Quarters from Dates in Dynamics 365 and Power BI
When working with date fields in Dynamics 365 or Power BI, you might need to categorize transactions or activities by quarters. A simple formula can help you determine which quarter a given date falls into.
How to Embed SharePoint Document Explorer in a Dynamics 365 Form
Introduction
Integrating SharePoint document libraries into Dynamics 365 allows users to manage files directly from a D365 form without navigating to SharePoint manually. This post provides a step-by-step guide on how to embed SharePoint’s document explorer into a D365 form using an iframe and dynamically set its URL based on the current record.
How to Customize the Opportunity Close Dialog and Auto-Populate Actual Revenue in Dynamics 365
When closing an Opportunity in Microsoft Dynamics 365, you may need to customize the Opportunity Close dialog and ensure that the Actual Revenue field is correctly populated. By default, the Actual Revenue might be set to 0 due to out-of-the-box (OOB) processes. This guide will show you how to enable customization for the Opportunity Close form and use JavaScript to auto-populate the Actual Revenue field.
PreOperation vs PostOperation for Action Plugin Registration in Dynamics 365
When developing a plugin for a custom action in Dynamics 365, choosing the correct plugin registration stage is crucial. This article explains the differences between PreOperation and PostOperation, highlights a real failure case, and provides best practices for plugin registration.
Resolving SQL Arithmetic Overflow Errors in Dynamics 365 Workflows
Issue Overview
Users may encounter the following error message when executing workflows or other operations in Dynamics 365:
Integrating Dynamics 365 Workflows, Actions, and Power Automate Flows
In Dynamics 365, workflows, actions, and Power Automate flows can be seamlessly integrated to create robust and automated business processes. Understanding how these components interact helps leverage their full potential and simplifies complex automation scenarios.
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