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Dynamics 365 Marketing - TimeZone Independent DateTimes in C#
Adam Murchison, 17 September 2020
Working with DateTimes are often problematic and Microsoft have added some new functionality when working with them in Dynamics 365 Marketing that may cause issues. In this scenario, we’re retrieving a Time-Zone Independent date field and setting the retrieved value into a User Local date field. Wit
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Dynamics 365 File usage over capacity issues
Nick Chin, 08 September 2020
For Dynamics 365 staying under Capacity can be a bit of an issue, as files can easily balloon in size.Normally you would delete attachments and logs to clear up space, however there is a problem where you cannot delete data.In the Power Platform Admin under the Storage Capacity you can get a detaile
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Logging into Dynamics 365 XrmToolBox with Multi-Factor Authentication
Nick Chin, 04 August 2020
Until earlier this year, users who had multi-factor authentication (MFA) enabled could connect to the Organization Service without needing to use MFA.However, if you try this method to connect to an Organization through XrmToolBox now you may encounter an error. This is what it looks like:If you are
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How to Retrieve Out of the Box Entity Icons in Dynamics 365
Sean Roque, 03 August 2020
There are some situations where you might want to reuse the out of the box entity icons (e.g. Contact) such as the Interactive Experience form related panel:However, they are not readily accessible as web resources that you can set by default.Instead, you can access the .svg file directly by navigat
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New Dialog Builder PCF Custom Control for Dynamics 365 AppSource
Paul Nieuwelaar, 20 July 2020
Our Dialog Builder app (formerly Alert.js) was recently re-approved for Microsoft AppSource, and with it comes a new PCF Custom Control that allows you to build dialogs right from within the custom control UI, without having to write any custom code.This PCF control is exclusive to the AppSource ver
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All new Dialog Builder (Alert.js) Supported Code for Dynamics 365
Paul Nieuwelaar, 13 July 2020
Alert.js -> Dialog BuilderWe’ve been hard at work recently making some major changes to our Alert.js product. One of the changes we’ve been wanting to make for a while now is in the name, Alert.js. When this product was first created back in 2015, its original use was limited to creating alert/co
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Using Entity Hierarchy in a Dynamics 365 Rollup Field
Isaac Stephens, 10 July 2020
Rollup fields are great for aggregating data from related records. Dynamics 365 has a nice extra option with rollup fields, where they allow you to easily rollup data from child fields by turning on ‘Use Hierarchy’, after selecting the Source. An example of this is shown below, this example counts t
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Creating a toast notification in Dynamics 365 using JavaScript
Jared Johnson, 06 July 2020
I have seen a few comments here and there about how to create a toast notification using JavaScript. Toast notifications were introduced in the Unified Interface pop up for things like creating a record via quick create. This is where the addGlobalNotification function comes in. If you read the link
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Adding Custom Fields to the Dynamics Marketing Events Portal
Jordan Hohepa, 30 June 2020
With Dynamics 365 Marketing you can directly connect D365 with a customer-facing portal for managing Events. This Event Portal is built using the Angular framework and fetches data from Dynamics 365 using an Events API configured by Microsoft. Although you can customize the entire frontend by downlo
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Exploring the Common Data Service (current environment) Connector
Sean Roque, 29 June 2020
In Power Automate, the original Common Data Service connector is intuitive, but it certainly has its limitations. Primarily, when deploying a Power Automate Flow across environments, the generic connector required manual reconfiguring to ensure the connectors are pointing to the correct environment.
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Cannot Delete Component in Dynamics 365
Roshan Mehta, 24 June 2020
If you’re like me and have been working with Dynamics 365 for many years, you’ll know all about dependent components. Or at least you think you do! I wanted to delete a lookup field on a custom entity called Reimbursement. Of course, I had removed the lookup from the form, any views and checked all
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Segmenting your Customers within Microsoft Dynamics 365 for Marketing
Ronelle Raath, 23 June 2020
There are numerous ways you can slice a cake to get the perfectly sized piece that you want. Likewise, there are many ways you would want to group or segment your customers to fit your business’s marketing needs. Microsoft Dynamics 365 for Marketing enables you to slice and dice exactly as your bus
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Retrieving a Holiday Calendar in a Dynamics 365 Plugin
Isaac Stephens, 22 June 2020
In Dynamics 365 you can create Holiday Calendars which contain the dates when your business observes a holiday. These are important when using SLAs as they will be taken into account when handling response times. However, you may want to use these holidays in your own custom logic. For example, you
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Dynamics 365 2020 Wave 1: Updates to Customer Service Management
Isaac Stephens, 17 June 2020
In the new wave of Dynamics 365 there are some interesting updates to the Customer Service Management features. These include updates to routing rules and SLAs to bring them into the unified interface: a customizable Case Resolution dialogue, updates to the email creator, and much more. Check out Mi
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How to Dynamically Switch Business Process Flow in Dynamics 365
Adam Murchison, 16 June 2020
Previously I had written about how to switch business process flow in Dynamics 365 here. This has the fundamentals of how to switch a BPF but did not touch on deleting the previously set BPF. You must delete the previously set BPF for there to be only one active BPF, users may see the old one if thi
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