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Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 4
Colin Maitland, 23 November 2017
Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account.In this article, I will describe the rules
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Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 3
Colin Maitland, 22 November 2017
Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account. In this article, I will demonstrate, usin
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Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 2
Colin Maitland, 21 November 2017
Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account. In this article, I will demonstrate, usin
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Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 1
Colin Maitland, 21 November 2017
Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account. In this article, and the two that follow,
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How to Create Test Data with Known GUIDs in Microsoft Dynamics 365
Dominic Jarvis, 20 November 2017
When developing for Dynamics 365, there are times when it can be very handy to have test data with specified GUIDs, particularly when troubleshooting code that finds and returns or otherwise manipulates the GUIDs of entities, or entity references. In such situations, it may make sense to create a r
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Introduction to Behaviours of Date and Time Fields in Dynamics 365
Satyvir Jasra, 17 November 2017
In Microsoft Dynamics 365, the “Date and Time” data type is used quite often. Based on the requirements, we have the options to choose the format between “Date Only” and “Date and Time”. But what matters the most is the accuracy of information being generated from the data, and this has been an issu
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How to Fix Duplicate Detection Dialog Showing No Records in Microsoft Dynamics 365
Paul Nieuwelaar, 13 November 2017
Recently we had an issue in Microsoft Dynamics 365 where the “Duplicates Detected” dialog was popping up on create of a contact, indicating that one of the duplicate detection rules found a match, but instead of being able to review the potential duplicate records, it was showing “None”. After revie
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Bookmarklet for Creating a Record with Specific GUID in Dynamics 365
Paul Nieuwelaar, 10 November 2017
When we’re creating Dynamics 365 solutions, we often need to create “reference” entities which we use with lookup fields to give us more flexibility than basic option set fields. For example, having a lookup for Country on accounts. When populating the lookup values for these entities, the system as
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How to Specify Custom DateTime Placeholder Format in ClickDimensions for Dynamics 365
Paul Nieuwelaar, 09 November 2017
When adding DateTime fields into a ClickDimensions email template or email send for Microsoft Dynamics 365, you need to create a placeholder which looks something like this, just like with any other placeholder: ${Recipient.contact.createdon[0]!""} The problem with this is that it displays in the de
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How to Remove Switch to Another App Navigation Menu in Microsoft Dynamics 365 Online
Paul Nieuwelaar, 08 November 2017
So you're trying to navigate somewhere in Microsoft Dynamics 365 Online, and you click the little down arrow next to the Dynamics 365 logo, because in past versions of CRM that's the go-to place for navigating. But instead of being welcomed with the beautiful Microsoft Dynamics 365 navigation menu,
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How to Embed Websites using IFrames from the Dynamics 365 Sitemap
Miguel Nepomuceno, 07 November 2017
Websites allow us to extend various functionalities and bring information into Microsoft Dynamics 365. By being connected with these websites, we can bring together different web components while also offering extended solutions to our users. In this blog, I will show you how to embed websites using
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Argument Null Exception When Connect Online to Microsoft Dynamics 365
Arpit Malhotra, 02 November 2017
One of our clients recently encountered a ‘System.ArgumentNullException’ when trying to connect to their Microsoft Dynamics 365 online instance through a console application from the Windows 2012 Server. It complained about parameter name as identityProvider as illustrated in the below screenshot.
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A Quick Guide to Connections in Microsoft Dynamics 365
Adam Murchison, 30 October 2017
What are Connections? Connections are an easy way to connect records without having to create a custom relationship between two entities. A connection can be used between records of the same type or of different types, e.g. a contact can be connected to another contact, or a contact can be connected
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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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Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 3
Colin Maitland, 27 October 2017
In Microsoft Dynamics 365 for Sales or Service, the first-time activation of a Business Process Flow causes a corresponding Business Process Flow instance specific entity to be created. In this article, Part 3, I will provide some interesting information on the possibility of using Import and Bulk D
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