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How to Manage, Troubleshoot and Monitor Dynamics 365 Using Microsoft Flows
Arpit Malhotra, 12 October 2017
Microsoft Flows offers a great deal in not only automating your basic business requirements in Microsoft Dynamics 365 but also managing them very efficiently in your PC or with the Microsoft Flows iOS or Android mobile app. This blog covers a few tips which could help you in operating your flows fo
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How to Create Test Cases for Microsoft Dynamics CRM with XMind
Megha Kainth, 12 October 2017
Test Cases are a set of conditions, pre-requisites, actions and expected results. Preparing Test cases is an essential activity performed by a Software Tester. Formation of Test Cases involves a detailed study of the Requirements document. Software Testers usually spend a lot of time writing Test Ca
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How to Set a User Lookup Field to the Current User Using a Workflow Process in Microsoft Dynamics 365 - Part 1
Colin Maitland, 11 October 2017
In this article, I will demonstrate how to configure a Workflow Process to set any User Lookup field to the Current User. The techniques demonstrated in this article also apply to the use of Dialogue Processes and Actions.In part two of this article I will provide additional important information th
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How to Use C# 7 Value Tuples in ASP.NET MVC
Jared Johnson, 10 October 2017
With the release of Visual Studio 2017, I wanted to use the new Value Tuples that were introduced in C# 7 in a MVC project I was working on. However, I ran into some issues which I discuss below. Firstly, Value Tuples are included with .Net 4.7, but if the project’s target framework is lower than th
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A Quick Overview of Relevance Search in Microsoft Dynamics 365
Arpit Malhotra, 10 October 2017
Relevance Search is a great feature that helps you perform a global search in Microsoft Dynamics 365 Online, similar to Google search. The search can be performed on multiple entities without building any search queries. The search data is sorted by relevance in a single list upon its return. It ca
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How to Display Informative Errors from ASP.NET Web API in Dynamics 365
Dominic Jarvis, 09 October 2017
When developing a Web API to interact with Dynamics 365, the model of interaction may be like so: Plugin performs logic, makes call to Web API (GET, PUT, POST, etc.) -> Web API receives data, performs logic, sends response to Plugin -> Plugin receives response and performs logic with it. Howe
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How to Customise Excel Reports Using Macros, Visual Basic, and Select All Sheets
Satyvir Jasra, 09 October 2017
Recently for one of my projects, I was required to create an Audit Report which showed all the mandatory fields within the client’s Microsoft Dynamics 365 environment. Upon doing some research, I figured out that “Metadata Document Generator” tool from http://www.xrmtoolbox.com/ can be used to gener
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Introduction to Rollup Views in Microsoft Dynamics 365
Satyvir Jasra, 08 October 2017
Microsoft Dynamics 365 includes a feature called Rollup views, which allows users to view Activities of child record from its parent record. Until now, associated activities of custom entities were not rolled up to the related parent record. In this blog, I will walk through the steps to accomplish
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How to Use Vector Format (SVG) File as a Web Resource in Dynamics 365
Satyvir Jasra, 08 October 2017
Microsoft Dynamics 365 July Update allows us to add new types of Web Resources, and one of those new types is Vector Format (SVG). In this blog I will talk about why this is a good news for Developers and how easy it is to change the dimensions of an SVG file. For those who are not familiar w
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How to Use Task Flows to Help Your Mobile Workforce Manage Micro Processes in Dynamics 365
David Mochrie, 07 October 2017
Introduction In order to be successfully adopted, CRM systems have to be simple to use. One way to achieve this is to map business processes into CRM. Over the past few years, one way of doing that was business process flows (BPFs). BPFs are very useful for representing processes that could take day
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How To Use JavaScript for Editable Grids in Dynamics 365
Satyvir Jasra, 07 October 2017
Editable Grid is a custom control that was released for Microsoft Dynamics 365. It basically gives users the ability to update records from a view without the need of opening form. We are also able to register the events to run our custom JavaScript logic. In this blog, I will go through the type of
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How to Create App Modules Using App Designer in Dynamics 365
Satyvir Jasra, 06 October 2017
Microsoft Dynamics 365 comes with a new feature called App Designer. It allows us build our own task based applications by defining a subset of overall solution components to create an App Module. This enables the users to focus only on the components necessary to perform their tasks. An App Module
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Microsoft Dynamics CRM and Customer Retention
John Eccles, 06 October 2017
Depending on which study you believe, and what industry you’re in, acquiring a new customer is anywhere from five to 25 times more expensive than retaining an existing one. Not my words. I’m quoting Amy Gallo from Harvard Busines Review, October 29, 2014. As we already knew, keeping customers
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How to Use the Facebook Lead Ad Testing to Dynamics 365 with Zapier
Miguel Nepomuceno, 05 October 2017
This blog post is a continuation of using Zapier to connect Facebook Lead Ads to Microsoft Dynamics 365. Zapier is a service that integrates and automates task between apps like Facebook and Microsoft Dynamics 365. This blog is about using a handy tool to test our Zaps called the Facebook Lead Ad Te
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Microsoft Dynamics 365 July 2017 Update - Introduction to Multi-Select Option Set Fields
Miguel Nepomuceno, 05 October 2017
The new Microsoft Dynamics 365 July 2017 Update introduces multiple features and UI enhancements, including the highly requested multi-select option set field. It provides the user a pick-list of options, with the ability to select multiple option set values which you could not do with an option set
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