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Building a Quick QnA Knowledge Base with the QnA Maker
Jordan Hohepa, 07 June 2018
Microsoft’s Bot Framework is available for developers to create and connect interactive bots to everyday conversational platforms such as Skype, Facebook Messenger and Microsoft Teams. The QnA Maker is a service that provides a quick and easy way to add question and answer support to your bots and a
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Programmatically Adding Products to an Opportunity Product Bundle in Dynamics 365
Jordan Hohepa, 25 May 2018
In Microsoft Dynamics 365, Users have the option to create different types of products. These products can be created as standalone products, product families and product bundles. Product bundles are a good way to group related products and sell them together. The screenshot below shows a test bundl
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Opportunity Products Subgrid Issues in Microsoft Dynamics 365 v8.2.1259
Jordan Hohepa, 08 May 2018
At the time of writing this blog, an update for Dynamics 365 Online instance has been pushed with a version number of 8.2.1259. With this update, I found two issues regarding the functionality of the Out of the box Opportunity Products Subgrid’s inline edit view. The first issue would cause the subg
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How to Create a Microsoft Dynamics 365 Trial Portal
Jordan Hohepa, 13 April 2018
Web Portals are a great way to provide information about your business, generate leads or even provide support for your customers. Dynamics 365 offers a web portal which is integrated with your Dynamics 365 instance if you have a Dynamics 365 Enterprise Subscription. If you do not have this subscrip
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Migrating Personal Dashboards and Charts using Impersonation in Dynamics 365
Jordan Hohepa, 28 March 2018
Personal Charts and Dashboards can be created in Dynamics 365 systems which allow Users to view their data in a format they create. These charts and dashboards are different from system defined versions in that they are only available to the creator/owner and users they decide to share them with. Un
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Recreate Personal Views as System Views with Impersonation in Dynamics 365
Jordan Hohepa, 21 March 2018
Views can be created as both system and personal views. The former will be available to all Users who have permission to view the entities and the latter will be available to the owner and anyone who it is has been shared to. This blog will focus on a simple way using a console application to conver
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Using a Console Application in an Azure Web Job to Perform Scheduled Tasks
Jordan Hohepa, 11 January 2018
Recently I was tasked with developing a scheduled service which would be hosted in Azure. This service needed to retrieve data from a database and update the corresponding records in a Dynamics 365 instance. For this I decided to go with an Azure Web Job, over other options like Cloud Services and A
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How to Solve Lookup Filtering Issue with Dynamics 365 version 8.2.2.128
Jordan Hohepa, 11 December 2017
The October 2017 Dynamics 365 Service Update 1 for 8.2.2 delivers a load of updates and hotfixes for Dynamics 365 Online Instances. Recently, one of our clients noticed that with this update, some of their Lookup filtering on related records was no filtering correctly. Upon investigation, this issue
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How to Become a Xamarin Certified Professional Developer
Jordan Hohepa, 03 November 2017
Recently, I was fortunate enough to become a Xamarin Certified Mobile Developer by completing online courses and passing online exams via Xamarin University. At the time of writing this blog Xamarin University offers two certification pathways of ‘Xamarin Certified Mobile Professional’ and ‘Xamarin
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How to Schedule a Report Snapshot to Be Sent via Email in Dynamics CRM 2016 On-Premise
Jordan Hohepa, 28 October 2017
Reports in Dynamics CRM 2016 have the functionality to be saved as a ‘snapshot’, either following a scheduled date and time or On-Demand. The screenshot below shows a custom report I had created with a snapshot created On-Demand. These snapshots are also able to be sent via email on a schedule. This
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How to Automate Messages to Dynamics 365 Contacts using the Microsoft Bot Framework
Jordan Hohepa, 27 October 2017
Previously I had written a blog which introduced the Microsoft Bot Framework. In that blog, I showed an example bot which connected Dynamics 365 with Facebook Messenger and Skype. This bot would simply ask the Facebook or Skype User a series of questions which would result in a Contact record being
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How to Insert Dynamic Tables into Workflow Created Emails in Dynamics 365
Jordan Hohepa, 26 October 2017
Recently for a project I was a part of, one of the requirements given was to insert a table with dynamic values into an email in Dynamics 365. The email this table was being inserted into was being created within an existing workflow using the “Create Record” step for the ‘Email’ entity. The screens
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Sending Web Requests to a REST API from a Microsoft Dynamics 365 Plugin
Jordan Hohepa, 21 October 2017
Recently I was tasked with developing a plugin that would send information from Microsoft Dynamics 365 to a REST API. Originally, I had developed this plugin in an on-premise environment, which caused issues for when I eventually needed to move it to an Online instance. I will discuss more on this s
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Introduction to Dynamics 365 App for Outlook
Jordan Hohepa, 03 October 2017
The “Microsoft Dynamics 365 App for Outlook” is a lightweight alternative to the “Dynamics 365/CRM for Outlook Client”. This app does not require a separate installation like the Outlook Client, but can instead be added from your Dynamics 365 environment. The screenshot above can be reached via ‘App
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Dynamics 365 Form Editor Button Opens a Different Form
Jordan Hohepa, 26 July 2017
Recently one of our clients had a situation where the Form Editor button would only open the main form. The client had just updated to Dynamics 365 and had stated that this issue had never happened with their previous version of CRM. While investigating this issue, I found that this was OOTB behavio
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