Dynamics 365 Plugin for Capturing Marketing List Member Events with C# – Therapy in Code
Oct10

Dynamics 365 Plugin for Capturing Marketing List Member Events with C# – Therapy in Code

As you may know accessing the hidden entity listmember (Marketing List Members) is not possible via the SDK when writing a Dynamics 365 plugin.  After digging around from site to site, searching Google till my eyes popped out, I uncovered a couple unique message names that one can attach to the parent entity list (Marketing List) that are triggered when adding or removing contacts to a… Continue Reading Therapy in…’s...

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Phone Number Formatting with JavaScript and RegEx – Therapy in Code
Aug13

Phone Number Formatting with JavaScript and RegEx – Therapy in Code

The default number formatting in Dynamics 365 can be somewhat limiting.  If you are like me, I actually don’t employ jQuery, I use straight up JavaScript for most of my custom interactions with form data.  Yes, I know it sounds crazy but for the longest time Microsoft told us not to use jQuery and even though it’s now built into the product, I still use straight JavaScript. There are… Continue Reading Therapy in…’s...

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Transition Between Dynamics 365 Business Process Flow Stages using a Workflow Activity and C# – Part 4 – Therapy in Code
Dec14

Transition Between Dynamics 365 Business Process Flow Stages using a Workflow Activity and C# – Part 4 – Therapy in Code

In the previous article Transition Between Dynamics 365 Business Process Flow Stages using a Workflow Activity and C# – Part 3, I showed you how install your custom workflow activity using the Microsoft Plugin Registration Tool.  Next I’ll discuss a major sticking point that I experienced after deploying my workflow activity to production.  There was very little information out… Continue Reading Therapy in…’s Article...

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How To Sync Field Changes In Excel Templates That Display Dynamic Data – Therapy in Code
Oct31

How To Sync Field Changes In Excel Templates That Display Dynamic Data – Therapy in Code

Introduction Have you ever created an Excel template for displaying dynamic data from a custom entity view? Then decide to do a bunch of custom work to that Excel template to satisfy your user base. Things like graphs, pivot tables, charts, KPIs, Power Query data references to 3rd party sources just to name a few. Then after all that hard work you upload that customized gem back into… Continue Reading Therapy in…’s...

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Convert Your QueryExpression To FetchXml For Testing in Dynamics 365 – Therapy in Code
Oct02

Convert Your QueryExpression To FetchXml For Testing in Dynamics 365 – Therapy in Code

Have you had issues with your QueryExpression object but placement of your execution method seems to cause an error lacking any real detail in the log output?  This can cause quite the headache creating roadblocks when trying to determine what part of the query is causing the failure.  For an easy way to take the constructed QueryExpression object and transform it to a readable FetchXML… Continue Reading Therapy...

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Transition Between Dynamics 365 Business Process Flow Stages using a Workflow Activity and C# – Part 3 – Therapy in Code
Sep26

Transition Between Dynamics 365 Business Process Flow Stages using a Workflow Activity and C# – Part 3 – Therapy in Code

In the previous article Transition Between Dynamics 365 Business Process Flow Stages using a Workflow Activity and C# – Part 2, I showed you how create a custom workflow activity for switching Business Process Flows in code along with transitioning the associated Stages of those Business Process Flows.  In Part 3 of this series I’ll quickly talk about how to deploy and use your new… Continue Reading Therapy in…’s...

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Transition Between Dynamics 365 Business Process Flow Stages using a Workflow Activity and C# – Part 2 – Therapy in Code
Sep18

Transition Between Dynamics 365 Business Process Flow Stages using a Workflow Activity and C# – Part 2 – Therapy in Code

In the previous article Transition Between Dynamics 365 Business Process Flow Stages using a Workflow Activity and C# – Part 1, I discussed the need for Business Process Flow and related Stage transitioning in code.  I also showed a previous version of the workflow activity that used LINQ. With Microsoft CRM’s recent rebranding (now Dynamics 365), how you interact with the code base… Continue Reading Therapy in…’s...

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Transition Between Dynamics 365 Business Process Flow Stages using a Workflow Activity and C# – Part 1 – Therapy in Code
Sep14

Transition Between Dynamics 365 Business Process Flow Stages using a Workflow Activity and C# – Part 1 – Therapy in Code

Introduction I’ve been working with Microsoft CRM, now Dynamics 365 for the past few years and boy has it been mutating as Microsoft releases new versions with so many new features that it’s hard to keep up.  Microsoft has also been improving existing feature sets as well as fixing a lot of old bugs in the system.  My road trip concerning switching Business Process Flows and their… Continue Reading Therapy in…’s...

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