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Using Data Integration in Microsoft PowerApps
Isaac Stephens, 21 May 2019
Storing data in a CDS entity is a useful way to have it accessible to your PowerApps applications. This is because rather than embedding the data source directly into each of your applications you can connect multiple apps to one source. Another benefit of using CDS is that you can create a Data Int
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Filtering data in PowerApps using Search and Tags
Isaac Stephens, 15 May 2019
It is easy to search for an item in PowerApps with the built in Search() function by simply setting the Items attribute in your Gallery to Search(source, textbox.txt) as shown in the image below. However, this only looks for that exact sequence of characters/words. Sometimes you will want to search
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Creating a Dynamics 365 Trial Instance without any preinstalled apps
Isaac Stephens, 29 April 2019
Back in 2017, this blog showed you how to get a 30 day trial of dynamics 365. These trial instances of Dynamics 365 are all prebuilt applications, which may or may not be useful to your business. This blog will show you how to get a fresh instance of Dynamics 365 with no preinstalled applications. F
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Custom Entities in Business Process Flows for Model-Driven Apps
Isaac Stephens, 21 January 2019
The Issue: You may have noticed when creating Business Process Flows (BPF) in PowerApps from your own Entities that they don’t always show up in the dropdown box in the ‘create new’ wizard. This is because by default you are not able to create BPF’s from a custom Entity, you must first enable it you
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Working with Related Knowledge Articles in CRM 2016 Interactive Service Hub
Isaac Stephens, 22 June 2016
With the release of CRM 2016 we gained access to the new and improved Interactive Service Hub, designed by Microsoft to replace the old knowledgebase functionality of previous versions, as well as to provide a host of new features for CRM users who work primarily in service. Part of the new knowledg
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Programmatically Uploading Files to SharePoint
Isaac Stephens, 17 June 2016
The SharePoint .NET client API provides a few methods which developers can use to upload files to a SharePoint server. Deciding on which one to use mostly depends on whether the file is larger than 2Mb, as SharePoint doesn’t allow you to upload files above that size using certain methods. If you’re
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Hiding Side-bar Fields in the CRM 2016 Interactive Service Hub
Isaac Stephens, 11 April 2016
The CRM 2016 Interactive Service Hub has a lot of similar functionality to vanilla CRM that's presented in a new format, including the old ability to create a new record of an entity from a lookup field by clicking the '+ New' button. However, if you do this within the Interactive Service Hub, in
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Fixing a Broken Add Email Button for CRM 2015 Cases in Outlook Client
Isaac Stephens, 29 February 2016
There's a very conditional error that occurs when using both Microsoft Dynamics CRM 2015 and the Outlook Client 2015 to connect to it. The bug occurs when you select an existing case, go to the Add tab and click Email - nothing happens. This is interesting because the other buttons such as Phone Cal
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Programmatically Setting the Active Stage of Business Process Flows via Plugin
Isaac Stephens, 15 February 2016
Interacting with business process flows programmatically in Dynamics CRM can get a little tricky, due to some unexpected behaviour that still exists within CRM 2015. There are plenty of online resources which cover clientside programming for business process flows using javascript, which typically p
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Handling SDK Errors Conditionally via HResult Codes in CRM 2015
Isaac Stephens, 28 January 2016
While developing plugins or console apps for Dynamics CRM that leverage the XRM SDK, you might find yourself wanting to handle specific errors, such as missing permissions, inserting duplicate keys, or any of the 2681 different web service error codes documented on MSDN and within the SDK (you can f
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Dynamics CRM 2016 Adding Entity Components to a Solution
Isaac Stephens, 26 January 2016
In Dynamics 2016, you now have the option of selectively adding only certain views, charts, fields, keys, relationships, or messages to your solutions as opposed to entire entities. You don't have to do anything special to use this functionality; you're given a dialog prompt to select specific enti
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Dynamics CRM 2016 Cloning Solutions & Patches
Isaac Stephens, 17 December 2015
In Dynamics CRM 2016 you’ll see changes to the way CRM handles solutions, encouraging developers and customizers to track the changes to a solution over time more diligently than perhaps we’ve done in the past. On the Solutions page, you can now see the Clone a Patch and Clone Solution buttons, whic
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Dynamics CRM 2016 Excel Templates
Isaac Stephens, 14 December 2015
A new feature added in Dynamics CRM 2016 is the ‘Excel Templates’ dropdown button. From here you can create a template and export data from Dynamics CRM based off an existing entity view. This functionality and the easy availability of the button from the command bar is a good improvement from past
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Workaround for Deleting Option Descriptions in Option Sets
Isaac Stephens, 14 October 2015
When editing option descriptions in an option set field, sometimes Dynamics CRM won’t let you delete the description if it already has contents. This can be problematic if you’ve mistakenly entered something into the description of an option and then need to remove it, as happened to me recently.
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