• Fixing Incorrect Views Width After CRM 2011 to Dynamics 365 Upgrade

      Satyvir Jasra, 14 February 2018

      Recently, we upgraded a client’s CRM 2011 to Dynamics 365. For some entities, the associated view of related entities of a record didn’t have the correct width when accessed from the navigation area, resulting in some whitespace to the right of the screen as shown in the yellow highlighted area belo

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    • How to Change User Session Timeout Settings in Dynamics 365 Online

      Satyvir Jasra, 13 February 2018

      In Microsoft Dynamics 365 online, timeout for a user’s session is set to 24 hours by default. This means a user is not required to re-enter their login details for up to 24 hours. However, now we can update these settings based on our requirements. In this blog, I will go through the steps to make s

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    • Dynamics 365 Online Authenticate with User Credentials

      John Towgood, 12 February 2018

      Integrating with Dynamics 365 Online is straightforward since it exposes Web API endpoints. But the hardest bit is authenticating since Dynamics 365 Online uses OAuth2.0 as an authentication method, a valid access bearer token issued by Microsoft Azure Active Directory is needed and used in every HT

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    • Dynamics 365 V9 - SharePoint Integration Now Displays Folders Again

      Jared Johnson, 07 February 2018

      With the release of the Server-side Sync SharePoint integration with Microsoft Dynamics CRM 2013, one of the features that did not carry over from the list component was displaying of SharePoint folders. If a document folder contained say 4 folders each with its own documents, in the Documents area

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    • Dynamics 365 V9 JavaScript Web Resource Dependencies

      Jared Johnson, 05 February 2018

      Prior to the V9 update to Microsoft Dynamics 365, if a JavaScript Web Resource was dependent on another, both had to be added to the forms scripts or on a ribbon button command in the correct order.  Forgetting to add a required JavaScript library to the form was one of the most common errors f

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    • Using a Console Application in an Azure Web Job to Perform Scheduled Tasks

      Jordan Hohepa, 11 January 2018

      Recently I was tasked with developing a scheduled service which would be hosted in Azure. This service needed to retrieve data from a database and update the corresponding records in a Dynamics 365 instance. For this I decided to go with an Azure Web Job, over other options like Cloud Services and A

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    • Bookmarklet to Open New View Editor from a Solution in Dynamics 365 v9

      Jared Johnson, 10 January 2018

      One of the most welcome new features in Dynamics 365 Version 9 is the new view editor, which has improvements over the old view editor such as being able to add and reorder fields via drag and drop. However, it is only available inside the App Editor, which means if you try and edit a view within a

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    • CRM and CX Strategies

      John Eccles, 08 January 2018

      Is Customer Experience (CX) going to replace CRM? Do I need a new system for CX? What does CX mean for my CRM system? To answer these questions, we need to review the fundamentals of CRM and CX and look at the software functionality required for each.What is CRM? CRM is the business strategy to acq

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    • Setting up Server-Based SharePoint Integration for Dynamics 365 Online

      Dominic Jarvis, 19 December 2017

      SharePoint is a great place to store files pertaining to records in Dynamics 365, as the storage costs in SharePoint online are much cheaper than the costs for additional storage in Dynamics 365. The Out Of The Box SharePoint integration for Dynamics 365 is also a breeze to set up, and so is an opti

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    • Introduction to Using Feedback in Dynamics 365

      Adam Murchison, 18 December 2017

      Why use Feedback? The feedback entity gives the user the ability to store feedback that is provided by contacts/people on a specified entity record. When Would This be Useful? The best way to show how Feedback is useful is to use an example. Let’s say we’ve created an Event Management system with a

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    • Client Access Licence - Troubleshooting User Accessing CRM 2016 Not Showing Entities in the Sitemap

      Miguel Nepomuceno, 14 December 2017

      I’ve recently dealt with a user having difficulties trying to regain access into Microsoft Dynamics CRM 2016. The user reported an issue where there are no entities showing in the sitemap. The landing page is also showing error prompts stating that the users does not have sufficient permissions to v

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    • How to Solve Lookup Filtering Issue with Dynamics 365 version

      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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