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Optimizing Dynamics 365 Test Planning and Documentation with XMind Pro Part 2
Miguel Nepomuceno, 15 June 2017
Another useful thing to know about XMind is the vast number of open source templates available online to the user. I have used a template called ‘XMind 10 Years’ template (http://www.xmind.net/m/G8GP) to setup a timeline-orientated software development plan. For more templates, check out the XMind O
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Optimizing Dynamics 365 Test Planning and Documentation with XMind Pro Part 1
Miguel Nepomuceno, 14 June 2017
In a previous blog, I’ve talked about enhancing test strategy and planning across the Dynamics 365 software development lifecycle using XMind. We incorporate XMind as a fundamental test documentation tool when testing for projects with Microsoft Dynamics CRM and Microsoft Dynamics 365. Doing so adds
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How to find the priv groups for your Dynamics CRM deployment
Zoe Sands, 12 June 2017
When working on a server with multiple instances of CRM you may need to locate the user groups that relate to your CRM deployment. Unfortunately, you will be met with a large list of groups each with a Guid in their name that seems to have come out of nowhere, and doesn’t match the Guids for your gr
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Quick Overview of the Dynamics 365 Learning Path Feature
Arpit Malhotra, 29 May 2017
Learning Path is a new feature that was introduced in Microsoft Dynamics 365 to help on-board new users. It’s a custom-made and interactive assistance that can be tailored for the users. This feature is available in December 2016 update and in all latest online versions. In this blog, I’d like to di
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Walkthrough of Dynamics 365 Relationship Insights and Assistant
David Mochrie, 26 May 2017
Relationship Insights is an exciting new feature in Dynamics 365. It’s backed by Artificial intelligence (AI) and machine learning algorithms which give users even more power to engage with their customers. In this demo, we give an overview Relationship Assistant, one of the components of Relatio
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Importing Data to Power BI
Jordan Hohepa, 24 May 2017
Recently I was fortunate enough to participate in a workshop focused on Microsoft’s analytics service, Power BI. This blog will be the first in a series of blogs describing my experiences with Power BI. In this blog, I will focus on importing data into the Power BI desktop version. The remainder of
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How to Create Dynamics 365 Notes from OneDrive using Microsoft Flows
Arpit Malhotra, 19 May 2017
Microsoft Flow service helps you to create and manage automated workflows between your favourite applications and services that help you work smarter and be more productive. It empowers your ability to trigger workflows at the tap of a button, turn the flows off anytime, monitor to see where it fail
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Auditing Automatically Disabling with Unmanaged Solution Deployment in Dynamics 365
Jordan Hohepa, 17 May 2017
Recently while attempting to view audit data I was surprised to see that values in the "New Value" column had been replaced by a weird symbol, which can be seen in the screenshot below. I found that it was a common problem which would occur when auditing had been turned off. After checking and confi
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Preventing Idle Timeout in Triggered Azure WebJobs Jobs
Jared Johnson, 15 May 2017
After setting up a Triggered Azure WebJob, you may run into the confusing error message in the logs after running it of “…aborted due to no output and CPU activity for 121 seconds. You may increase SCM_COMMAND_IDLE_TIMEOUT setting to solve the issue”. This is confusing as the SCM_COMMAND_IDLE_TIMEO
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Create a Quick Button to Assign Members of a Marketing List in Dynamics 365
Jordan Hohepa, 12 May 2017
Recently one of our clients had a situation with Dynamics 365 Marketing Lists where they wanted the ability to select and then assign Marketing List Members to themselves or to other users. As this functionality is not provided out of the box in Dynamics CRM I attempted a few workarounds before fina
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New Zealand Post Auto-complete in Dynamics 365
John Towgood, 10 May 2017
The auto-complete control is a great feature in Dynamics CRM 365 to display a list of suggested text values as you type. In older Dynamics CRM versions, unsupported JavaScript or a web resource would have been required to achieve this Auto-complete functionality. The following steps demonstrate how
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Restarting Record Creation and Update Rules in Dynamics 365
Roshan Mehta, 08 May 2017
We’ve recently worked on a large Case management system for a client, which uses Record Creation and Update Rules in Dynamics 365. The basic configuration of the client Dynamics CRM system is as follows: 1. Multiple Queues and corresponding mailboxes with email addresses2. &nb
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Getting the localized field name based on a user preferred language in Dynamics 365
Zoe Sands, 05 May 2017
Using localized fields to display product records in Dynamics CRM is a good way to make your Dynamics 365 system language independent and user friendly. But what if you also want to use those localized names to set the name of another custom entity using a plugin that looks up to these products? In
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How SLA KPI Instance Statuses work in Dynamics 365
Colin Maitland, 03 May 2017
In this video I demonstrate how the SLA KPI Instance Statuses in Dynamics 365 work for Resolved and Cancelled Cases that are closed prior to the ‘Failure Time’ for a ‘Resolve By KPI’, configured using an ‘Enhanced SLA’, is reached. In particular, this demonstration highlights how the SLA KPI Instanc
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Missing Command Bar Buttons for Products in Dynamics 365
Zoe Sands, 26 April 2017
I recently developed a Dynamics 365 CRM system that would be used for both English and German users. Both sets of users would have access to Products, but only the German users could not see the necessary command bar buttons even though they had the necessary permissions. I had a look at the butto
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