• How to Solve Lookup Filtering Issue with Dynamics 365 version 8.2.2.128

      Jordan Hohepa, 11 December 2017

      The October 2017 Dynamics 365 Service Update 1 for 8.2.2 delivers a load of updates and hotfixes for Dynamics 365 Online Instances. Recently, one of our clients noticed that with this update, some of their Lookup filtering on related records was no filtering correctly. Upon investigation, this issue

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    • How to Fix Invalid User Authorization Error in Dynamics 365 Upgraded Workflows

      Satyvir Jasra, 08 December 2017

      Recently, we upgraded a client’s CRM 2011 to Dynamics 365. In CRM 2011 instance, there were some workflows that were using custom workflow activities. However, after the upgrade, we were getting an error in Dynamics 365 saying, “Invalid User Authorization – The user authentication passed to the plat

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    • How to Fix Microsoft Dynamics 365 App for Outlook Add-In Error

      Adam Murchison, 07 December 2017

      Have you ever tried to install the Microsoft Dynamics 365 App for Outlook and were faced with the below error? This is not only an un-useful error but does not suggest why this add-in could not start. Never fear, the fix is very simple! This error occurs because of a disabled security feature which

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    • How to Create a Relationship with Long Schema Names in Dynamics 365

      Miguel Nepomuceno, 06 December 2017

      When dealing with a system that involves many complex entities, we’re bound to have long entity names in Microsoft Dynamics 365. Longer entity names could be to further modularise separate functionality in the system without compromising the descriptiveness of the entity name. For example, you can h

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    • How to Create Bulk Bugs in TFS using Excel

      Megha Kainth, 05 December 2017

      One of the most time-consuming tasks for a Software Tester is logging defects. It can take a good amount of time to create a lot of bugs in TFS manually but doing it via Excel is more efficient. With Excel, you can create all your bugs in less time and import them to TFS as a flat list. In this blog

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    • How to Change the Panel Header Colour of a Sub-Grid in Dynamics 365

      Satyvir Jasra, 01 December 2017

      Microsoft released Dynamics 365 July update with many new features and enhancement. One of enhancements that it came with is allowing users to change colour of a sub-grid’s panel header. To change the colour of the panel header is a very easy process and it helps users to have a greater experience b

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    • Introduction to a new Dynamics 365 Setting - Allow text wrapping in form fields labels and values

      Satyvir Jasra, 30 November 2017

      Microsoft’s Dynamics 365 July Update includes a new simple, yet very useful  setting called “Allow text wrapping in form fields labels and values”. This setting is available in “System Settings” under “General” tab. In this blog, I will be going through what this setting does, and how it change

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    • Understanding Change Management within an Organisation

      Shalane Williams, 29 November 2017

      Stephen R Covey said that “Priority is a function of context.” When implementing change within an organisation, it’s unlikely that you’ll get priority until the context of the change is explained. Something that often gets neglected is the understanding of what change is, the impact it’ll have and

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    • How to Make a Business Process Flow Driven Form in Dynamics 365

      John Towgood, 28 November 2017

      Using Business Process Flow is a good way of walking users through a process step by step. Each Stage contains steps which are just fields necessary to complete the stage. But there are times where displaying only fields for each stage doesn’t offer users clear instructions on what information is ne

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    • How to Manage Iterative Projects using JIRA

      Shalane Williams, 27 November 2017

      Project delivery using an iterative approach appears to have become the norm over the last couple of years. Using a waterfall methodology, though effective, can be a long process & if your organisation is rapidly changing, you could find that the requirements defined in the beginning is no longe

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    • How to Get 30 Day Trial of Microsoft Dynamics 365 for Free

      Satyvir Jasra, 24 November 2017

      Microsoft allows us to sign up for 30 day Dynamics 365 trial for free. We can do this to test out new and up to date features that Microsoft Dynamics 365 comes with. This also allows us to use the trial instance for development purpose. In this blog, I walk through the steps to get access to Dynamic

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    • Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 4

      Colin Maitland, 23 November 2017

      Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account.In this article, I will describe the rules

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    • Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 3

      Colin Maitland, 22 November 2017

      Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account. In this article, I will demonstrate, usin

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    • What are the Quirks of Server-Based SharePoint Integration for Dynamics 365

      Dominic Jarvis, 22 November 2017

      SharePoint integration for Microsoft Dynamics 365 is a great way to free up space taken up by files or attachments that are usually stored in Dynamics 365 itself. Enabling this integration can be incredibly helpful, but there are a few quirks when using this service. Also just note that this articl

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    • Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 1

      Colin Maitland, 21 November 2017

      Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account. In this article, and the two that follow,

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