• How to Connect to Dynamics 365 from Microsoft PowerApps

      Arpit Malhotra, 20 June 2017

      PowerApps let you create custom business mobile apps with little or no code. Using your Dynamics 365 dataset, you can create useful mobile apps for your business, publish and share in no time. You can connect to various cloud applications such as SharePoint, Twitter, Dynamics 365, Google Drive, OneD

      Read the full article here
    • Introduction to Dynamics 365 Business Rule Recommendations

      Satyvir Jasra, 19 June 2017

      Microsoft Dynamics 365 includes a new feature called Recommendations. This feature allows the system to recommend certain actions to the user when they interact with the system. These recommendations can be dismissed if the user does not want to perform the suggested action.Our CRM system contains a

      Read the full article here
    • Introduction to Power Query with Power BI

      Jordan Hohepa, 16 June 2017

      This blog is the second in a series of blogs focused on Microsoft’s analytics service, Power BI. In the previous blog I focused on importing data into the Power BI desktop version, while in this blog I will be focusing on Power Query. The data I imported as an example was from the “Rotten Tomatoes T

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here