• Configure Power Automate Flows for Easier Deployments

      Adam Murchison, 19 November 2019

      While creating Power Automate Flows (previously known as Microsoft Flow), I learnt a lot about deploying and constructing them efficiently and effectively. There are many ways to improve your Flow so that it runs better and it’s easier to deploy. This is how I make deployments of my flows easier usi

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    • Replicating If Statements, For Loops and Do While Loops in Microsoft Flow

      Adam Murchison, 29 October 2019

      People who know a little bit about programming may need a good starting point for understanding how Flow works and how they can replicate their programming knowledge in Flow. When first outlining a solution to a problem I break the problem down into pseudocode, a logical set of actions that I then u

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    • Using Scopes and Branches in Microsoft Flow

      Adam Murchison, 04 October 2019

      If you’ve ever made a large Microsoft Flow with multiple connectors you’ll have noticed how untidy or messy it is. A useful feature that I’ve recently found is the ‘Scope’ control which will neatly confine your methods/actions to a well-defined structure. As you can see this flow is running multiple

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    • Showing Word Template Button in Dynamics 365 Unified Interface

      Adam Murchison, 26 September 2019

      For users who aren’t System administrators and System customizers the Word Template button may not be appearing in the Unified Interface. This is because they’re missing a security role privilege and I’ve seen numerous forum posts asking why it isn’t appearing.When you click the drop down on the com

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    • A Quick Guide on using DateTime in Microsoft Flow

      Adam Murchison, 08 August 2019

      Microsoft Flow has many ways to set a DateTime and there are often strict requirements on how this is formatted for your purposes. Firstly, the most important function to know within Microsoft Flow to do with DateTime is utcNow(). We can do this by going to the ‘Expression’ tab when adding data to a

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    • How to Replicate Close Opportunity in Dynamics 365 using Alert.js

      Adam Murchison, 25 July 2019

      Dynamics 365 provides un-customizable functionality out of the box such as the Close Opportunity functionality. If you want to customize or recreate this functionality, it has been time-consuming to replicate the pop-up… until now. Introducing Alert.js 3.0, the stylish Dynamics 365 solution to help

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    • How to Trigger a Microsoft Flow from a Custom Button in Dynamics 365

      Adam Murchison, 23 July 2019

      When using Microsoft Flow the out-of-the-box button is nested under the ‘Flow’ section and is not easy to find nor is it customizable. Triggering the flow using a ‘Flow Button’ makes the button appear under the ‘Run Flow’ branch which is a nested button that is unintuitive for users. It is much nic

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    • How to Resolve Microsoft Dynamics 365 jQuery Reference Issue

      Adam Murchison, 17 June 2019

      Have you ever had an error similar to the one below? TypeError: Object expected at Alert.$ (https:/xxxx/%7B636661942030000359%7D/WebResources/mag_/js/alert.js?ver=46925777:28:5) at Alert.show (https://xxxx/%7B636661942030000359%7D/WebResources/mag_/js/alert.js?ver=46925777:60:9)Are you adding in a j

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    • Editing the DOM with Supported Dynamics 365 Custom Controls

      Adam Murchison, 29 May 2019

      Have you tried to edit/update/hack a field in Dynamics 365 so that it is styled and behaves just the way you want? Well now you can! This supported, new preview feature in Dynamics 365 uses the Custom Controls Framework to make previously unsupported customizations supported.What is an unsupported c

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    • How to Set the Entity Image on a Contact in Dynamics 365 Using C#

      Adam Murchison, 05 April 2019

      When trying to set an entity image for a contact programmatically it may seem logical that you would set it using the base64 string of an image just like you would set the ‘documentbody’ field in an annotation, but this is not the case for entity image. When deciding on an entity image for the conta

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    • Dynamics 365 Notes Display Date Instead of User Name in Chrome

      Adam Murchison, 01 June 2018

      On a record have you or another user added a note that’s ‘Created by’ field is displayed as a date time value? This is a bug with a Google Chrome update and does not happen in Internet Explorer or other browsers. The reasoning behind this is if the users last name field contains a standalone integer

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    • How to Programmatically Switch the Business Process Flow in Dynamics 365

      Adam Murchison, 31 May 2018

      You can update a records business process flow in many ways. I will show you how to update the BPF of a record in C# and in JavaScript . Firstly, you will want to get the Id of the process you would like the record to be updated to. The id of the process I would like to use is: 28160C53-A54C-45AC-89

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    • How to Connect to Microsoft Dynamics 365 Version 9 in C#

      Adam Murchison, 21 May 2018

      Have you tried to connect to a CRM via C# and gotten the following error: The reason this occurs is because CRM have updated their requirements to connect to their services. The requirement is to set the Security Protocol property to TLS1.2 or (Transport Layer Security Protocol 1.2). You can simply

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    • How to Fix Dynamics 365 Quick Create Forms on Google Chrome

      Adam Murchison, 09 May 2018

      When opening the quick create form it will initially expand and display correctly, however on another attempt the form does not expand and displays as below: This is very frustrating and started occurring on the Google Chrome update number 65. You must clear your cache for you to use this form again

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    • How to Prevent Creation of Duplicate Records in Dynamics CRM Online

      Adam Murchison, 02 May 2018

      When using duplicate detection rules, it is not possible to stop creation of a duplicate record, you can still proceed to create the record if you wish. You may wish to prevent creation of a record with the same name for example, this would be done using Alternate keys. WARNING: If you try creating

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