-
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
Read the full article here -
Dynamics 365 Detect Unified Interface from JavaScript
Jared Johnson, 05 June 2018
With the introduction of the new Unified Interface in Dynamics 365, you may want to be able to detect if the current form is being rendered in the Unified Interface or not in JavaScript. It is possible to do this with an internal function: Xrm.Internal.isUci(). This function will return true if call
Read the full article here -
Dynamics 365 Notes Display Date Instead of User Name in Chrome
Adam Murchison, 01 June 2018
On a record have you or another user added a note that’s ‘Created by’ field is displayed as a date time value? This is a bug with a Google Chrome update and does not happen in Internet Explorer or other browsers. The reasoning behind this is if the users last name field contains a standalone integer
Read the full article here -
How to Programmatically Switch the Business Process Flow in Dynamics 365
Adam Murchison, 31 May 2018
You can update a records business process flow in many ways. I will show you how to update the BPF of a record in C# and in JavaScript . Firstly, you will want to get the Id of the process you would like the record to be updated to. The id of the process I would like to use is: 28160C53-A54C-45AC-89
Read the full article here -
Query Paging using Dynamics 365 WebAPI
Dominic Jarvis, 30 May 2018
When working with data in Dynamics 365, particularly large data sets, paging results is a necessity. It allows you to retrieve more than 5000 records, and retrieve records in manageable set sizes. Paging using the WebAPI is a bit different to using the SOAP endpoint, so I’ve detailed below the struc
Read the full article here -
Theme Colours in Microsoft Dynamics 365 V9
David Mochrie, 29 May 2018
Themes were introduced in CRM 2015. They’ve gone largely unchanged since then, but with V9, the components that can be themed have changed a little. Here I highlight what each component colour changes on the screen. Some of you will probably already know if you’ve used themes before, but a few may b
Read the full article here -
Connect PowerApps to an Excel Sheet
Arpit Malhotra, 28 May 2018
In this article, we will explore the creation of a phone app using Microsoft PowerApps, connecting to an Excel file hosted in OneDrive. Step 1: Login to your organization’s Power Apps and click New > OneDrive for Business and choose Phone Layout. Step 2: Create a new connection by logging into
Read the full article here -
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
Read the full article here -
Troubleshooting Customisation Synchronization Issues with the Dynamics 365 App for Outlook
Miguel Nepomuceno, 24 May 2018
Magnetism recently deployed some customisations to the Appointment form in Microsoft Dynamics 365. One of the changes made were new option set values on an existing option set field called Type. System users use Dynamics 365 with the Dynamics 365 App for Outlook to track Outlook items to Activities
Read the full article here -
How to Manage User Roles in Bulk for Dynamics 365
Satyvir Jasra, 23 May 2018
Recently for a project, I was required to manage security roles of several teams and users. Managing roles for each user and/or team can be time consuming and it is easy to make a mistake. Upon doing some research I realized that we can use a tool to manage roles of users and/or teams in bulk. In th
Read the full article here -
How to Add Mail Merge Button Back to Command Bar in Dynamics 365
Satyvir Jasra, 22 May 2018
Recently I upgraded Dynamics CRM 2011 to Dynamics 365. However, after the upgrade was done, Mail Merge button was no longer available in the command bar of some views. For example, when I accessed associated Contact records of an Account record, there was no option to select Mail Merge for the
Read the full article here -
How to Connect to Microsoft Dynamics 365 Version 9 in C#
Adam Murchison, 21 May 2018
Have you tried to connect to a CRM via C# and gotten the following error: The reason this occurs is because CRM have updated their requirements to connect to their services. The requirement is to set the Security Protocol property to TLS1.2 or (Transport Layer Security Protocol 1.2). You can simply
Read the full article here -
Paging Caml Queries in C# - Microsoft SharePoint Online
Dominic Jarvis, 18 May 2018
When working with SharePoint, there are times that you may need to execute a Caml Query to perform a more complex query than can be executed using out of the box methods. Using the C# SharePoint Client sdk, there is very little in the way of documentation for working with this functionality. For th
Read the full article here -
Filter N:N Add Existing Lookup Dynamics 365 V9 Supported Code
Paul Nieuwelaar, 17 May 2018
Historically filtering the N:N Add Existing lookup has not been something that we could do in a supported way. It’s been possible to do this using unsupported JavaScript, which originated back in CRM 4.0, and has needed to be rewritten for CRM 2011, CRM 2011 UR12, CRM 2013, and CRM 2016 because of C
Read the full article here -
Filtered Lookups in Editable Grids for Dynamics 365
David Mochrie, 16 May 2018
Editable grids are a very convenient way to update data in Dynamics 365. Lookups, and specifically filtered lookups, warrant special attention in editable grids as some of the out of the box behaviour may surprise you. Quick Recap on Filtered Lookups Filtered lookups allow you to display a subset of
Read the full article here
Filter by Category
Filter by Author
Adam Murchison
Alfwyn Jordan
Arthur Mandisodza
Calum Jacobs
Colin Maitland
David Mochrie
Dominic Liu
Gayan Perera
Harshani Perera
Isaac Stephens
Jaime Smith
Jared Johnson
John Barrencechea
John Eccles
Lauren Withers
Paul Nieuwelaar
Roshan Mehta
Roz Millar
Ryan Blaikie
Ryan Ingram
Sarah Coleman
Sean Roque
Shalane Williams
