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Workaround with Report Authoring Extension Connection Issues with Dynamics 365 V9
Jared Johnson, 09 March 2018
Now that Microsoft are enforcing TLS1.2 for Dynamics 365 V9, a bunch of older tools will no longer be able to connect to CRM. This currently also includes the Report Authoring Extension for SQL Server Data Tools that allows creating FetchXml reports, as there has been no new version released for V9
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Dynamics 365 Online Authenticate with Client Credentials
John Towgood, 08 March 2018
The previous blog covered details on using User Credentials to authenticate with Dynamics CRM 365 Online. This can be a problem when executing long running background application processes that integrates with Dynamics CRM 365 Online. The problem is that a User can change their password theref
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How to Reset to a Different CRM Version in Microsoft Dynamics 365
Dominic Jarvis, 07 March 2018
If you created a new Microsoft Dynamics instance recently, you may have noticed that the version of the instance is v9.x. If you created this for dev purposes, you may need this to be CRM v8.x or perhaps an even earlier version, and thankfully it’s pretty easy to set this up. Please note that this s
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How to Save Files in a Supported Manner Using Dynamics 365
Dominic Jarvis, 06 March 2018
With the move to Dynamics 365 version 9.x, many new methods have been added to the Client API. One of the particularly useful ones is the ability to (in a now supported manner) save files directly from Dynamics 365. A link to the documentation can be found here: https://docs.microsoft.com/en-us/dyn
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Fixing Plugin Not Triggered on Create of a User in Microsoft Dynamics 365
Zoe Sands, 05 March 2018
I recently had to write a plugin for a client that would be triggered when a user was created. This plugin would create some custom settings records for that user. The first thing I tried was creating these records when a user was created however despite being able to register a plugin on create of
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Solution Form Social Pane Issue After CRM 2011 to Dynamics 365 Upgrade
Satyvir Jasra, 01 March 2018
Recently, we upgraded a client’s CRM 2011 to Dynamics 365. On the forms of many entities, the Social Pane wasn’t working normally. The users were not able to add activities and notes. After some trial and error, I found a solution this problem. I created a new form for the affected entities
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Introducing Xrm.Panel for Microsoft Dynamics 365
Dominic Jarvis, 28 February 2018
Panels are a convenient feature introduced as a preview feature in the December 2016 update for Dynamics 365 (see: https://msdn.microsoft.com/en-us/library/mt790281.aspx ). Although technically available, the functionality didn’t appear to do anything until version 9 (tested with v8.2 on-premise). T
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Calling the Progress Indicator in Microsoft Dynamics 365
Arpit Malhotra, 27 February 2018
One of the great features in the release of Dynamics 365 was out of the box functionality to display the progress indicator on the form. It’s most beneficial in cases where users have to wait for the data to load or for the long-running process to complete. It may also be used to prevent users from
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Fixing Incorrect Views Width After CRM 2011 to Dynamics 365 Upgrade
Satyvir Jasra, 14 February 2018
Recently, we upgraded a client’s CRM 2011 to Dynamics 365. For some entities, the associated view of related entities of a record didn’t have the correct width when accessed from the navigation area, resulting in some whitespace to the right of the screen as shown in the yellow highlighted area belo
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How to Change User Session Timeout Settings in Dynamics 365 Online
Satyvir Jasra, 13 February 2018
In Microsoft Dynamics 365 online, timeout for a user’s session is set to 24 hours by default. This means a user is not required to re-enter their login details for up to 24 hours. However, now we can update these settings based on our requirements. In this blog, I will go through the steps to make s
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Dynamics 365 Online Authenticate with User Credentials
John Towgood, 12 February 2018
Integrating with Dynamics 365 Online is straightforward since it exposes Web API endpoints. But the hardest bit is authenticating since Dynamics 365 Online uses OAuth2.0 as an authentication method, a valid access bearer token issued by Microsoft Azure Active Directory is needed and used in every HT
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Dynamics 365 V9 - SharePoint Integration Now Displays Folders Again
Jared Johnson, 07 February 2018
With the release of the Server-side Sync SharePoint integration with Microsoft Dynamics CRM 2013, one of the features that did not carry over from the list component was displaying of SharePoint folders. If a document folder contained say 4 folders each with its own documents, in the Documents area
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Dynamics 365 V9 JavaScript Web Resource Dependencies
Jared Johnson, 05 February 2018
Prior to the V9 update to Microsoft Dynamics 365, if a JavaScript Web Resource was dependent on another, both had to be added to the forms scripts or on a ribbon button command in the correct order. Forgetting to add a required JavaScript library to the form was one of the most common errors f
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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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Bookmarklet to Open New View Editor from a Solution in Dynamics 365 v9
Jared Johnson, 10 January 2018
One of the most welcome new features in Dynamics 365 Version 9 is the new view editor, which has improvements over the old view editor such as being able to add and reorder fields via drag and drop. However, it is only available inside the App Editor, which means if you try and edit a view within a
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