Microsoft Dynamics 365 and Dynamics CRM Blogs by Jordan Hohepa | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Adding Custom Fields to the Dynamics Marketing Events Portal

Jordan Hohepa, 30 June 2020

With Dynamics 365 Marketing you can directly connect D365 with a customer-facing portal for managing Events. This Event Portal is built using the Angular framework and fetches data from Dynamics 365 using an Events API configured by Microsoft. Although you can customize the entire frontend by downlo
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Configuring Azure AD B2C Password Complexity

Jordan Hohepa, 19 June 2020

When using Azure Active Directory B2C you can control how your users access, register and manage their accounts for your applications. While configuring Azure AD B2C you have the option to use User Flows or Custom Policies to handle these processes. User Flows make use of the Azure Portal Interface,
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Dynamics 365 Portal and Azure AD B2C Register Time Out

Jordan Hohepa, 12 June 2020

We recently used Azure AD B2C to handle the Sign-In and Sign-Up functionality for a Dynamics 365 Portal. We ran into an issue with the Sign-Up page where a Portal User would fill in all their details, but their account would not be fully created.We found that the B2C Sign-Up page was creating the B2
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Power Automate Flow DateTime Conditions with CDS List Record

Jordan Hohepa, 04 May 2020

Power Automate Flows have grown in popularity since being introduced by Microsoft. One of the many reasons why you’d use them is because of the hundreds of connectors available, making it easy to get and manipulate data from a variety of places. In this blog we will be looking at one way we can retr
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Creating and Linking Existing Azure AD B2C Tenants

Jordan Hohepa, 12 March 2020

We recently used an identity management service called Azure AD B2C to handle how Users would Sign Up and Sign In to a web application. Azure AD B2C enabled us to customize how the User would log into our website, including the look and feel, allowing us to integrate it seamlessly into our existing
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Manually Creating Dynamics 365 Portal Users with an Azure AD B2C Connection

Jordan Hohepa, 10 February 2020

Recently I configured the identity management service Azure AD B2C to handle the Sign Up and Sign In for a Dynamics 365 Portal. When accessed, the Portal will immediately send the Portal User to Azure AD B2C, allowing them to either Sign In with their existing account details or Sign Up by entering
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Disable High Density Header Feature in Dynamics 365 Unified Interface

Jordan Hohepa, 26 November 2019

With the recent Wave 2 Release for Dynamics 365 there has been a slight change to how the header works on a Form, which is known as the High Density Header. With this change, users can add more than four fields to a form header while sacrificing the ability to edit the fields without using a dropdow
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Add More than Four Fields to a Dynamics 365 Form Header

Jordan Hohepa, 11 November 2019

With the recent Wave 2 Release for Dynamics 365 there has been a slight change to how the header works on a Form. The new change is known as the high density header. Basically, it allows you to add more than four fields within the header, which was the previous maximum amount. Take the Contact Form
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Importing Multi-Select Option Set Data with Data Import in Dynamics 365

Jordan Hohepa, 08 October 2019

In Dynamics 365, one of the Data Types you can set a field to is a MultiSelect Option Set. MultiSelect Option Sets are a pre-defined list of options where Users can pick multiple options from the list at one time. The screenshot below is an example of a MultiSelect Option Set with four options to ch
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Updating Data on Inactive Records in Dynamics 365

Jordan Hohepa, 20 September 2019

I recently found a problem where I was able to edit the data of an inactive record in Dynamics 365. This is because there is logic that unlocks these fields on load of the form. The screenshot above shows a record that is Inactive which would normally mean that it cannot be edited. The screenshot be
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Setting Values in Dynamics 365 Portals using Entity Metadata

Jordan Hohepa, 13 September 2019

With Dynamics 365 Portals you can add Entity Web Forms which are the Portals’ way of displaying Dynamics 365 CRM Forms, allowing Portal Users to Create, View and Update records in Dynamics 365. The screenshot is an example of a Web Form that shows a simple Lead form to collect information about the
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Using the Business Card Reader Custom Control in Dynamics 365

Jordan Hohepa, 11 September 2019

Recently it has been announced that there will be a wave of new Artificial Intelligence features being added to Microsoft PowerApps. The AI based features will be simple to add pieces of functionality that can do things like process a form or recognise objects in a picture. This blog covers the ‘Bus
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Creating a new PowerApps Portal integrated with Dynamics 365

Jordan Hohepa, 02 August 2019

Over the past few months Microsoft have talked about a new App Type in PowerApps which is called the PowerApps Portal. This will allow organizations to create a website, similar to the currently available Dynamics 365 Portal, which will allow External Users to interact with the organizations systems
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Autonumbering in Dynamics 365 CRM v9 with the new PowerApps Feature

Jordan Hohepa, 26 July 2019

With Dynamics 365 there has sometimes been a need to have some sort of autonumbering field on specific Entities. Autonumbering has been available out of the box for a limited number of Entities and the setting for this is available via Settings -> Administration -> Autonumbering. The screensho
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How to view records using the Classic Interface in Dynamics 365

Jordan Hohepa, 16 July 2019

With Dynamics 365 v9 you have the option to set the Unified Interface Client to be the default Interface for your system. When this setting is activated all records will be opened in the new Interface even when opened from Advanced Find. There are scenarios where you’d want to use the old interface
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