What is the Power Platform? – ReadyXRM
Jun06

What is the Power Platform? – ReadyXRM

The concept of the Power Platform is just over a year old. However, I find that there are still a lot of clients, consultants and even Microsoft employees that don’t fully grasp just what the Power Platform is and what it can do. Is the Power Platform just Dynamics 365? Isn’t PowerApps a front end for SharePoint? Why would I use Flow over Workflows? I recently added a section… Continue Reading Nick Doelman’s Article on...

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Step by Step – Create a very simple PowerApps Custom Component to show the GUID of the record – Nishant Rana’s Weblog
Jun06

Step by Step – Create a very simple PowerApps Custom Component to show the GUID of the record – Nishant Rana’s Weblog

Go through below articles to get a better understanding Below is the quick step by step guide to get started (sort of Hello World example)  Install NPM (that comes with Node.js) Node.js Node.js® is a JavaScript runtime built on Chrome’s V8 JavaScript engine. No Title No Description Install Visual Studio 2017 or later or Download .NET Core 2.2 along with Visual Studio Code. Create the new folder for the project, and in Developer...

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What are the 5 Best Practices for ClickDimensions to Streamline your Marketing Automation?
Jun05

What are the 5 Best Practices for ClickDimensions to Streamline your Marketing Automation?

1. Creating Great HTML for email marketing takes more than just knowing the codeIt’s important to never create HTML as complex as you would for a webpage when designing your email content. This is due to the various email clients on the web that display HTML emails differently and do not handle complexity very well. Keep it simple; it’s always better! Make sure you test your HTML… Continue Reading Laura Brewer’s Article on...

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Study guide for MB-230 Dynamics 365 for customer engagement for Customer Service
Jun05

Study guide for MB-230 Dynamics 365 for customer engagement for Customer Service

“Press forward. Do not stop, do not linger in your journey, but strive for the mark set before you.” —George Whitefield You cannot pass the MB-230 Customer service exam without studying.  Having worked with Case management will help but you will still need to study to learn some of the features and functionality you haven’t used in a project. I recently passed the Exam MB-230: Microsoft Dynamics 365 for Customer Service (beta)...

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365Knowledge YouTube Channel Update – 365Knowledge
Jun05

365Knowledge YouTube Channel Update – 365Knowledge

By365KAdmin 365Knowledge YouTube Channel Update It’s been a number of years since 365Knowledge posted any videos on YouTube, so I thought it was time we started again. Interestingly, although I had neglected the channel, the 6 videos had a total watch of over 13,000 views which is small in comparison to most channels, but still quite a… Continue Reading 365KAdmin’s Article on their...

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Embed Forms Pro Survey Inline In Website
Jun05

Embed Forms Pro Survey Inline In Website

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Once you have your Forms Pro Survey created, you need to send the survey to people. One of the options is to embed it in to a website. Clicking on the Embed option from the Send Survey tab, you are presented with three options. One of them is Inline. Let’s look at how to embed a survey… Continue Reading Megan V. Walker’s Article on...

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New Phone, Who dis?
Jun04

New Phone, Who dis?

Welcome to my new home everyone! I have finally taken the leap and moved from Blogger to WordPress and got a web address with my name in it! All you need to remember now is KylieKiser.com! I hope you like the new site! Please share your comments and tips for improvement. Then follow to stay up to date on new content! I have several fun articles in the pipeline so be on the lookout! Continue Reading Kylie Kiser’s Article on their...

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Dynamics 365 : Data Migration demystified-Part I
Jun04

Dynamics 365 : Data Migration demystified-Part I

Data migration is often overlooked in Project implementation primarily because the project team is focussed on application development and customization which takes away the priority of data integration and data migration. As data migration is planned to be the last activity on the project it also gets most impacted from any budget cuts and application scope increase.  Talking about the… Continue Reading Kunal...

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Why You Should Become a #PowerAddict
Jun04

Why You Should Become a #PowerAddict

Recently I was tagged to do a “confession” in the #WeArePowerAddicts challenge, started by MVP Vivek Bavishi. There’s been a massive amount of support for this over on Twitter, where many of the finest members of the community are enforcing the message that is bringing all of us together. In this post I’ll cover three aspects that I find so intriguing with this movement that is… Continue Reading Jukka Niiranen’s Article on...

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Custom views on lookup wont work without name field
Jun04

Custom views on lookup wont work without name field

Quick tip here, when setting a custom view on a lookup in the form designer: Always ensure that the name attribute is on the view too, even if it wont be displayed. I had noticed that my search results were not working at all when I had typed in the lookup field. After an hour of troubleshooting, I added the name field onto the view and voila! Search and the control in general started behaving. Continue Reading Bruce Bee’s...

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PCF Time – Gallery Control
Jun03

PCF Time – Gallery Control

I’ve been playing with PCF for last few days and I finally managed to finish my first control. I wanted to make a control that will show thumbnails of image files attached in notes. First thought was to attach it to subgrid, but I forgot that you can’t make subgrid of notes with OOB functionality. This didn’t stop me of trying to make it work so I decided to bind it to the simple… Continue Reading Dynamics Ninja’s Article...

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Steve has a Chat with Hayden Stafford – Steve Mordue
Jun03

Steve has a Chat with Hayden Stafford – Steve Mordue

In this episode of “Steve has a Chat“, I tried to sneak up on Hayden Stafford, but he sniffed me out immediately once he answered the phone. He caught me, but he didn’t hang up! Hayden is the Corporate Vice President for WW Business Applications Sales, basically “the” top sales guy. His excitement about what has, and will be happening in the business applications space for… Continue Reading Steve Mordue MVP’s Article on...

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Dynamics 365 Portal – Authentication Deep Dive (Part 2) – Using the Microsoft Azure AD | Work and Study book
Jun03

Dynamics 365 Portal – Authentication Deep Dive (Part 2) – Using the Microsoft Azure AD | Work and Study book

The second part of the series of the blog post is to leverage the Microsoft Azure AD capability to deliver the authentication capability for the Dynamics 365 Portal. There are 2 parts of the Azure AD that we can use depending on the audience: Internal-facing Portal: Azure AD External-facing Portal: Azure AD B2C Now, let’s walk through the detail on each part. Azure AD Authentication The… Continue Reading Andre Margono’s...

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Sink Limitations with the Dynamics 365 Customer Engagement/Common Data Service Connector for Azure Data Factory
Jun02

Sink Limitations with the Dynamics 365 Customer Engagement/Common Data Service Connector for Azure Data Factory

Regular readers of the blog may have noticed that the past couple of posts has been very Azure Data Factory V2 (ADF) focused, particularly in the context of Dynamics 365 Customer Engagement (D365CE) and the Common Data Service (CDS). I’ve provided an on overview of the different connectors available today for both of these applications and also discussed some of the hurdles you may find when… Continue Reading The CRM...

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TypeScript Language Quick Reference – Nishant Rana’s Weblog
Jun02

TypeScript Language Quick Reference – Nishant Rana’s Weblog

Data Types in TypeScript Access Modifier Any keyword is similar to Var keyword in JavaScript Properties Arrow Function TypeScript contains type information for standard JavaScript objects, and using Type Definitions we can refer or get the type information for the external libraries. DefinitelyTyped/DefinitelyTyped The repository for high quality TypeScript type definitions. – DefinitelyTyped/DefinitelyTyped let has block scope...

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Getting started with TypeScript – Nishant Rana’s Weblog
Jun01

Getting started with TypeScript – Nishant Rana’s Weblog

TypeScript is an open-source programming language developed and maintained by Microsoft. TypeScript adds Type support to JavaScript, which makes sure type checking is done resulting in fewer bugs, adds autocomplete supports in the TypeScript editor, supports Object Orientation and structuring and packing of the code, etc. The code written in TypeScript transpiles to JavaScript by TSC i.e. TypeScript Compiler. The easiest way to...

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Fix Ribbon icons on the Unified Interface in D365 CE
May31

Fix Ribbon icons on the Unified Interface in D365 CE

So, since adoption of Unified Interface is growing, people are asking – “What happened to the Ribbon icons?”. Well, a simple answer to this is tweaking the implementation a little. Typically, you have custom icons on your classic Web UI that look like this – But the same looks like a puzzle piece in the Unified Interface – So, here’s what you need to do. Icons on the Unified Interface take…...

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Create Dynamics 365 Records From Azure Service Bus Queue – Via Logic App – 365Knowledge
May31

Create Dynamics 365 Records From Azure Service Bus Queue – Via Logic App – 365Knowledge

By365KAdmin Create Dynamics 365 Records From Azure Service Bus Queue – Via Logic App I wanted to put together a solution where an external system could send a JSON payload through an Azure Service Bus Queue, and a new record created in Dynamics 365. There are no doubt better, or at least different ways to approach a scenario like this, but I wanted… Continue Reading 365KAdmin’s Article on their...

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MB-210 Dynamics 365 for Sales Revision Guide
May31

MB-210 Dynamics 365 for Sales Revision Guide

Jens Kofod has written an excellent revision guide for the MB-210 Dynamics 365 for Sales Exam https://iiu.dk/2019/04/27/exam-prep-guide-mb-210-microsoft-dynamics-365-for-sales/ 52.951002 -1.183897 Nottingham, UK Like this:Like Loading… Related About Julian Sharp I have worked with… Continue Reading Julian Sharp’s Article on their blog

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Test json files & schema within Microsoft devops build pipeline
May30

Test json files & schema within Microsoft devops build pipeline

We use several pure json file git repositories in devops for storing & tracking configuration. Some of these files are directly used by underlying systems (not critical mission tools, but still painful when failing) by web services querying git json files through devops API Beside taking care of what we commit, error is human, without an automatic check, you can’t ensure that there was no… Continue Reading Fabien...

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Blog Year 1 Retrospective
May30

Blog Year 1 Retrospective

It’s been 1 year since I started this blog (technically it was the 1st June so i’m a little early) so I thought i’d crack out some statistics and some thoughts about the first year.Top 3 PostMicrosoft Flow Vs Dynamics 365 Workflows – Part 1 – In this post we explored some differences between Microsoft Flow and Workflows in Dynamics 365. The example I described was creating an approval… Continue Reading Matt...

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Calculating Your Organisation Net Promoter Score with Forms Pro
May30

Calculating Your Organisation Net Promoter Score with Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Using Net Promoter Score, you can assess customer loyalty for your product, service or organisation. This blog post was previously done using Voice of the Customer for gathering feedback. Can calculating your overall Net Promoter Score be achieved using Microsoft Forms Pro? You bet it can! In… Continue Reading Megan V. Walker’s Article...

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Don’t Fight the User Interface
May29

Don’t Fight the User Interface

Businesses and government have adopted off-the-shelf software, especially cloud software products, to avoid the cost and technical risk which have often accompanied custom software development.  This means that software vendors control the user experience such as navigation, menus, colors, fonts, and all other aspects of the products. Faced with rapid innovation and competition, cloud… Continue Reading noreply@blogger.com (Jim...

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The Ultimate Guide for Configuring Dynamics 365 Portals for a Public Facing Membership Application
May29

The Ultimate Guide for Configuring Dynamics 365 Portals for a Public Facing Membership Application

As some of you may already know, Dynamics 365 Portals are websites that can be customized in order to offer a personalized experience to your customers, partners, or employees. Portals integrate directly with Dynamics 365 for Customer Engagement and can surface data from the system in a public-facing way. In this learning blog I will show you how to stand up a basic public facing Membership… Continue Reading Laura Brewer’s...

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Using Net Promoter Score in Forms Pro Surveys
May29

Using Net Promoter Score in Forms Pro Surveys

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you aren’t familiar with Net Promoter Score, you can find out more here. It’s a commonly recognised scale with which to measure the overall satisfaction of your customers. You’ve all seen it on a survey, usually at the end where you are asked if you would recommend a product, service… Continue Reading Megan V. Walker’s Article on...

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Government Budget Management with Dynamics 365
May28

Government Budget Management with Dynamics 365

Government budgeting requires more than just accounting.  It also entails complex business processes to prepare and approve budgets.InfoStrat has been using Microsoft Dynamics 365 for government budgeting solutions for over ten years.  Dynamics 365 includes several features which enable budget tracking:Business process flows which automate approval processes Ability to store chart of… Continue Reading noreply@blogger.com (Jim...

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Flow, HTTP Actions, and Files
May28

Flow, HTTP Actions, and Files

I am working on a new presentation sample project and I wanted to test invoking an HTTP request from a Flow. Specifically, I want to invoke a Function App from a Flow using an HTTP Flow Action. In my sample, I will kick this off when a new Note is created with an Attachment. To quickly test calling the HTTP Action, I uses an existing Function App sample that I had worked on a few… Continue Reading Jim Novak’s Article on...

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Interview – Megan V. Walker
May28

Interview – Megan V. Walker

So in my first ever interview I was so lucky to talk to Megan V. Walker MVP. Megan is a huge contributor to the community, sharing examples of real life business value. She is very active on social media with weekly posts (Twitter, YouTube and blogging). The content is easy to absorb, and leaves you with the comforting feeling that “I can do this myself”. She recently got the MVP title,… Continue Reading Thomas...

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MB 210: Microsoft Dynamics 365 for Sales – Opportunity Management
May28

MB 210: Microsoft Dynamics 365 for Sales – Opportunity Management

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around lead management. You can see the skills measured statement that relates to opportunity management below. It is important to note that… Continue Reading Neil Parkhurst’s...

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Develop 1 Limited Blog | Webhooks for logging
May27

Develop 1 Limited Blog | Webhooks for logging

There are times where you’d just like to quickly know what’s going on in your CDS instance in ‘real time’ without filling up your Plugin Trace Log. Here is a neat way of enabling logging using webhooks: Goto Webhooks.site (or alternative) and copy your webhooks URL: Open the Plugin Registration Tool and select Register -> Register New WebHook Enter a name (it doesn’t matter… Continue...

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{In-depth end-end walkthrough} Develop your custom controls using Power Apps Component framework and use it on your CRM interface.
May27

{In-depth end-end walkthrough} Develop your custom controls using Power Apps Component framework and use it on your CRM interface.

Before I stepped in the wonderful world of Dynamics, I used to develop custom controls in ASP.NET. Couple of days back when Microsoft announced the release of Power Apps component framework using which you can develop custom controls and use it on Dynamics forms, I was overwhelmed. It was kind of nostalgia for me. Going back to the old glory days of custom control development. And here I was reading the pre-release documentation from...

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Few improvements in new model-driven form designer WYSISYG Preview in PowerApps – Nishant Rana’s Weblog
May27

Few improvements in new model-driven form designer WYSISYG Preview in PowerApps – Nishant Rana’s Weblog

Few months back I wrote about the features of the new model drive form designer in PowerApps. The new model-driven form designer (WYSISYG) in PowerApps for Model-driven apps (Dynamics 365 CE) Preview The new model-driven form designer (Preview) has some nice features added to it like Searching for fields in the form Tree View showing visual hierarchy of the controls for quick view and navigation inside the form. The icon also makes it...

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Reasons to Use the New View Designer for Dynamics 365 and Model Driven PowerApps – ReadyXRM
May26

Reasons to Use the New View Designer for Dynamics 365 and Model Driven PowerApps – ReadyXRM

The new updated view designer to customize and extend Dynamics 365 apps or to build your own model driven Power Apps became generally available (“GA”) this past week. Dynamics 365 and Model Driven PowerApps in their simpliest form are really just a excel list of data (“view”) and the details can be viewed in a form. The view of data can be modified based on business and user… Continue Reading Nick Doelman’s Article on...

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XrmToolBox: Portal Webform Cloner
May26

XrmToolBox: Portal Webform Cloner

When building/configuring Dynamics Portals for collecting data from users we generally use entity form or a webform. Multi-Step webform is one of the key features of Dynamics Portals. It allows for multi-step conditional forms to be created in different modes clubbed together.  More often than not, you need forms to do things differently. Allow users … Continue reading “XrmToolBox: Portal… Continue Reading Kunal...

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Working with Custom Dynamics 365 Customer Engagement Dataset Schemas in Azure Data Factory V2
May26

Working with Custom Dynamics 365 Customer Engagement Dataset Schemas in Azure Data Factory V2

When contemplating migrating data into Dynamics 365 Customer Engagement (D365CE), a necessary task will involve determining the appropriate data field mapping that needs to occur from any existing system you are working with. Whether this means an on-premise version of the application (or its earlier iteration, such as Dynamics CRM), a competitor product or even a SQL Server database instance,… Continue Reading The CRM...

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Microsoft Dynamics 365 without code: Smart City – powered by Microsoft Dynamics 365
May25

Microsoft Dynamics 365 without code: Smart City – powered by Microsoft Dynamics 365

This is part-1 of my blog about Smart City – powered by Microsoft Dynamics 365 and describes the need for making our cities smarter. (for the purpose of this blog a citizen is anyone who lives, visits or needs services in the city) Why Smart City? Population growth  – I grew up in Mumbai (Bombay, India) and saw first hand the rapid growth in population, transportation, pollution and… Continue Reading MihirCRM’s...

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Steve has a Chat with Jeff York – Steve Mordue
May24

Steve has a Chat with Jeff York – Steve Mordue

In this episode of “Steve has a Chat“, I nabbed Jeff York, who happened to be sitting at his “dusty” desk. One of my favorite podcasts so far! Jeff is the Chief Financial Officer for the Microsoft Business Applications group, and knows exactly where the bodies are buried. Did he tell me? You will have to listen and see. While you may not be familiar with Jeff, he is one of the… Continue Reading Steve Mordue MVP’s Article...

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D365 Quick Tip: Getting layoutXml from DevTools
May24

D365 Quick Tip: Getting layoutXml from DevTools

Most times when you want to use AddCustomView() method to a Dynamics 365 control, you need to pass layoutXml to the method that will show the view you define. There’s an easier trick than writing this up. Select your View Assuming, you have an Advanced Find view open in the window which you want as a layoutXml of, on the same, press F12 to open Dev Tools. Select the selector. And on the… Continue Reading...

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No more Export as Unmanaged ⋆ The Dynamics 365 Trenches
May23

No more Export as Unmanaged ⋆ The Dynamics 365 Trenches

Ever since “CRM 2011” Microsoft has been pushing the message that we should have unmanaged solutions only in Development environments. That message is being emphasized even more as we walk into the new Power Platform era.Ideas have been raised that one day we might not be allowed to import unmanaged solutions to an environment that is not explicitly tagged for Development. I would… Continue Reading Jonas Rapp’s Article on...

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Update Policies for Microsoft Dynamics 365 for Customer Engagement
May23

Update Policies for Microsoft Dynamics 365 for Customer Engagement

Customers of Microsoft Dynamics 365 for Customer Engagement have been notified in recent weeks of new policies for updates.  Customer Engagement refers to the traditional core components of what was formerly Dynamics CRM (sales, marketing, and customer service) as well as newer apps for Project Service and Field Service which have been added to the Customer Engagement subscription bundle.The… Continue Reading noreply@blogger.com...

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Quick Tips – Change name of default App
May23

Quick Tips – Change name of default App

Quick Tips – a succinct post which handles a specific tip or topic; not requiring too much explanation or guidance.Not since the birth of the iPhone has technology been so App dependant. Dynamics 365 and the new PowerPlatform is no different, but this is all Canvas and Model Driven Apps. Apps, Apps, Apps, it’s all App Crazy!With Apps driving the user experience and the fact that you can… Continue Reading Matt...

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The Omni-channel Engagement Hub, Video Demo
May23

The Omni-channel Engagement Hub, Video Demo

I recently gave a presentation at 365 Saturday in Amsterdam, in which I showed a detailed demonstration of Microsoft’s new Omni-channel Engagement Hub. Several people have asked me to record the demonstration … so here it is! I hope this video gives you a good overview of The Omni-channel Engagement Hub and inspires you to want to try it …. Like this:Like Loading… May 23, 2019… Continue Reading Neil Parkhurst’s...

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ClickDimensions Releases Unified Interface Update
May23

ClickDimensions Releases Unified Interface Update

With the release of Dynamics 9.0 came Microsoft’s new Unified Interface, bringing a fresh new look and feel to the Customer Engagement product. Before we take a look at the new ClickDimensions interface, let’s explore what Unified Interface is and why Microsoft chose to implement this new look. So what is Unified Interface? Well Microsoft wanted the customer experience to look and feel… Continue Reading...

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No-Code Hack – Use Calculated Fields for Event Age Validation
May23

No-Code Hack – Use Calculated Fields for Event Age Validation

This past weekend I was at Dynamics Power Saturday in Amsterdam an delivered a session I call “No-Code Hacks”. One of my hacks was to show how you can solve a requirement for age limit at event by only using customization, a requirement usually solved with JavaScript. What is a Hack? To start with I might need to explain the use of the word hack. About a month ago I recorded a chat… Continue Reading Sara...

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D365 Webhooks – Part 1
May22

D365 Webhooks – Part 1

Overview Webhooks are present in Dynamics CE world since version 9.0, end of 2017, but I think that they are not used that much by the people in the community. Why should we start using them? Webhooks is a lightweight HTTP pattern for connecting Web APIs and services with a publish/subscribe model. Microsoft Docs First of all, let’s think about integrations that are done in… Continue Reading Dynamics Ninja’s Article on...

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Solution Layering | FutureZ Consulting
May21

Solution Layering | FutureZ Consulting

I’ve recently noticed the Solution Layers button but knew next to nothing about its functionality.  It was added to my ever growing list of, “Ok, I need to check that out when I have some time!”  While on a call this past week, the Solution Layers feature came up. After a brief overview on the call and some poking around afterwards, it looks to be a useful feature for… Continue Reading Jim Novak’s Article on their...

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C/SIDE Development 101 #11 – C/AL – Useful system and application functions – YouTube
May21

C/SIDE Development 101 #11 – C/AL – Useful system and application functions – YouTube

Both the system (platform) and the application have tons of very useful functions. This sessions will shed light on a number of them illustrated by various code examples. Book: Chapter 7 & 9 Presenter: Peter Wijntjes Moderator: Rob Sanchez source

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Link Anonymous Forms Pro Survey Responses To Records
May21

Link Anonymous Forms Pro Survey Responses To Records

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you share a Forms Pro Survey link out with people directly (rather than using FLOW), any responses received will be from an Anonymous Responder. In other words, there is no way to link them back up to a specific Lead or Contact. Well, actually, there is! We can use Microsoft Flow to… Continue Reading Megan V. Walker’s Article on...

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My first weekend D365 event and why you should attend one!
May19

My first weekend D365 event and why you should attend one!

This weekend I had both the pleasure of attending and the absolute honour of speaking at a D365 Saturday event in my favourite European city – Amsterdam! As with all community events, it was attended by some of the best and the brightest in the Dynamics community with talks ranging from the inspirational to full on functionality demos. Every event I attend always teaches me something new, but… Continue Reading...

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The Diary of a CRM Migration – Part 3: Analyse This!
May19

The Diary of a CRM Migration – Part 3: Analyse This!

Following the wonders of the ProSpecT (Project Specification Talk) meeting this was always the phase of the project that I was most wary of. Under the latest management directives we were at the stage of the project now called the WORKSHOP – which stands for Working Out Required Knowledge Solutions, Holistically Observing Possibilities… The post The Diary of a CRM Migration – Part 3:… Continue Reading...

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