-
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
Read the full article here -
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.
Read the full article here -
How to Perform Platform Specific Logic in Dynamics 365
Dominic Jarvis, 31 October 2017
When creating forms in Microsoft Dynamics 365, you may need to alter the design of a form or change the way you trigger specific events depending on the sort of device the user is viewing the form. Fortunately, this is easy with Dynamics 365, as useful functions are provided through the Xrm.Page api
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here -
Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 2
Colin Maitland, 26 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 2, I will provide more information about the ‘Lead to Opportunity Sales Process’ entity Rela
Read the full article here -
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
Read the full article here -
How to Set a User Lookup Field to the Current User using a Workflow Process in Microsoft Dynamics 365 - Part 2
Colin Maitland, 25 October 2017
In my previous article, I demonstrated how to configure a Workflow Process to set any User Lookup field to the Current User using the standard Modified By field to set a custom field named Last Updated By. In this article, I provide additional important information that you should be aware of. Real-
Read the full article here -
Overview of Auto Capture Feature in Microsoft Dynamics 365
David Mochrie, 24 October 2017
As part of the suite of features in the new Relationship Insights module in Microsoft Dynamics 365, Auto capture displays work related emails in Dynamics 365 by enabling access to your email in Microsoft Exchange. In this demo, we give a short overview of Auto capture.
Read the full article here -
Useful Dynamics CRM 2016 Web API Queries: Part 2
John Towgood, 23 October 2017
Web API is an easy way to send queries to CRM with Javascript. Since the XMLHttpRequest and JSON libraries are available with Javascript we can use these libraries to send a HTTP request to the Web API and parse the JSON response data to objects. Here are some more queries which I found useful.Updat
Read the full article here -
Six Techniques to Elicit Requirements Effectively
Roz Millar, 22 October 2017
I recently watched a webinar from the IIBA (International Institute of Business Analysis) called Elicitation without Alienation. The webinar was presented by Francine Wolfe, Sr. Business Analysis Consultant. The topic was chosen as BA’s (business analysts) are often perceived negatively - they are n
Read the full article here -
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
Read the full article here -
Excel Template Gotcha in Microsoft Dynamics 365
Roz Millar, 21 October 2017
I recently needed to create an Excel template for a customer. My scenario:The template was to be based on appointments that were ‘Regarding’ a specific record type . It needs to group the time spent on each of the appointments based on a value from the regarding record.Customer has Microsoft D
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
