• Working with the settings.job file of an Azure Web Job

      Jordan Hohepa, 27 September 2018

      When creating an Azure Web Job, you have the option to create a ‘continuous’ web job or a ‘triggered’ web job. With triggered jobs you can decide whether this should only be triggered manually or be triggered on a schedule. The screenshot above shows a web job which is set to be triggered every 30

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    • Business Required Read Only Fields in Dynamics 365 v9

      Jordan Hohepa, 25 September 2018

      Within Dynamics 365 fields can be set as business required, which helps to ensure these fields need to be populated for the record to be saved. Fields can also be set as read-only, preventing Users from entering data manually. Prior to v9, the business required validation was always enforced, even i

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    • Missing Contact Information Form After Upgrading in Dynamics 365

      Miguel Nepomuceno, 24 September 2018

      Upgrade season is upon us! On my previous blog, Microsoft has been pushing clients to upgrade to more updated versions of Dynamics 365 Online, making it mandatory for customers with v8.0 or v8.1 to upgrade to v8.2. Microsoft are also incentivizing customers to upgrade to the latest version of Dynami

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    • Conditional Images in DocumentsCorePack

      John Towgood, 21 September 2018

      Documents CorePack add-on provides functionality of transforming data/information from Dynamics 365 into professionally looking documents. The Documents CorePack Client provides an easy way of generating templates using standard Microsoft Word layouts combined with Documents CorePack Template Design

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    • Generate Custom Upload to SharePoint in Dynamics CRM

      Miguel Nepomuceno, 20 September 2018

      While Microsoft Dynamics CRM / 365 offers integration options and features available with SharePoint On-Premise/ Online, there are some client cases where doing the SharePoint Integration is not worth setting up. We encountered this situation with one of our clients who wanted to integrate Dynamics

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    • How to Schedule an Upgrade to Dynamics 365 Version 9.0

      Miguel Nepomuceno, 17 September 2018

      With Dynamics 365 Version 9.0 (v9) being rolled out last year, Microsoft has now commenced scheduling the upgrade of Dynamics 365 to v9. System administrators should be notified via email and a notification in the Office 365 Message Centre that scheduling your update is now available. The update de

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    • Dynamics 365 Online ADFS Authenticate with User Credentials

      John Towgood, 14 September 2018

      For a typical setup of a Dynamics 365 Online instance, authentication is done against Azure Active Directory using OAuth2.0 as an authentication method with an access bearer token issued. But occasionally we come across Dynamics 365 Online instance setup against ADFS which involves a two-step proce

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    • Unable to View Shared Power BI Dashboard in Dynamics 365

      Satyvir Jasra, 13 September 2018

      We can create and share Power BI dashboards with other users, and similarly we can create a personal dashboard in Dynamics 365 and share it with the other users. Occasionally users like to create and share personal dashboards with other users. However, some users might report an issue where they do

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    • Server-side Sync with Dynamics 365 Online to Exchange On Premise

      Zoe Sands, 12 September 2018

      I recently had some issues setting up Server-Side Sync (SSS) for a client who was using Exchange on premise with their online deployment of Dynamics 365. I was given the Exchange server URL, and a user name and password for a user that had been given appropriate permissions to Exchange. The Email Se

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    • How to Use Power BI Dashboards in Dynamics 365

      Satyvir Jasra, 11 September 2018

      With the Power BI and Dynamics 365 integration, many Power BI reports and dashboards are created using Dynamics 365 data. However, there are times when we don’t want to maintain charts in Dynamics 365 and Power BI separately. Therefore, it is best to use Power BI dashboard itself in Dynamics 365. In

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    • How to Restore Dynamics 365 Portal Solutions If You Have Reset Your CRM Instance

      Jordan Hohepa, 10 September 2018

      With each Dynamics 365 subscription you have the option to create a Dynamics Web Portal which is integrated with CRM. This Web Portal can be configured from the Office 365 Admin Portal by navigating to the Dynamics 365 area, selecting the applications tab and selecting to configure the Portal Add-On

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    • Tax and Discounts on Quotes/Orders in Dynamics 365 - Part 3 of 3

      Colin Maitland, 07 September 2018

      In the third of this three-part series I will describe the second of two approaches that might be used for correctly calculating Total Tax on Quotes/Orders that have a Discount applied to the Quote/Order when it is desired that the calculation of Total Tax should take the Discount into consideration

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    • Tax and Discounts on Quotes/Orders in Dynamics 365 - Part 2 of 3

      Colin Maitland, 06 September 2018

      In the second of this three-part series I will describe the first of two approaches that might be used for correctly calculating Total Tax on Quotes/Orders that have a Discount applied to the Quote/Order when it is desired that the calculation of Total Tax should take the Discount into consideration

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    • Tax and Discounts Quotes/Orders in Dynamics 365 - Part 1 of 3

      Colin Maitland, 05 September 2018

      In the first of this three-part series I will briefly describe how the Tax Amount field for Quote/Order Products and Total Tax Amount field for Quotes/Orders in Microsoft Dynamics 365 work, especially when a Discount has also been applied to Quote/Order. TAX AMOUNT AND MANUAL DISCOUNT ON QUOTE/ORDER

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    • Using JavaScript to Set Quick View Form Visibility in Dynamics 365

      Jordan Hohepa, 23 August 2018

      Quick View Forms in Dynamics 365 are a nice way to display data from a related record without having to write any kind of code to retrieve it. The screenshot below shows part of an Account form, which has a lookup to a Parent Account. The Customer Details section in the bottom part of the screenshot

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