• Setting up Error Logging for Dynamics 365 Portals

      Jordan Hohepa, 23 April 2019

      Recently one of our clients ran into issues with the Dynamic 365 Portal. As we were attempting to find a solution to the issues they were receiving we came across the error message shown in the below screenshot. As you can see, this is a very generic error and doesn’t provide us with much informati

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    • New Dynamics 365 Portal Feature: Diagnose and Resolve Problems

      Jordan Hohepa, 27 March 2019

      With recent upgrades to the Dynamics 365 Portal there are a few new options available on the Portal Configuration page. These options can be seen on the left side navigation in the screenshot below. To get to this configuration page you need to navigate to the Dynamics 365 Administration Center, cli

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    • Error with Editable Grids and Associated Views in Dynamics 365 v9

      Jordan Hohepa, 11 March 2019

      With Dynamics 365 v9 Views and Subgrids you can now make each row editable without having to open the record itself. This can be activated for specific Views and Subgrids or at an Entity Level so all Views for a certain Entity become editable. Separate to this, the ability to filter Associated Views

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    • Lookups Defaulting to Incorrect View in Dynamics 365 v9

      Jordan Hohepa, 07 March 2019

      In Dynamics 365 you can select the default view that a Lookup field will display when selecting an existing Lookup value. Along with this you are also able to select which views, if any, a User can select. In D365 v9 however there is an issue that can occur when defaulting the view, which will be de

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    • Dynamics 365 Portal Generic Failure Message on Creation of Record

      Jordan Hohepa, 15 February 2019

      Recently one of our clients ran into an issue with the Dynamics 365 Portals create record functionality. After completing and submitting an insert entity form, a generic error was returned, and the record was not created. This blog shows an example of the issue and how to resolve it. The screenshots

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    • Dynamics 365 V9 Editable Grid Column Resizing Feature

      Jordan Hohepa, 24 January 2019

      In Dynamics 365 v9 both views and subgrids now have the option to become editable. When the option for editable grids has been enabled, the fields of the records can be edited from the view itself, so Users no longer have to enter each record individually. Views can be made editable from the view cu

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    • 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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    • 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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    • 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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    • Connecting a Bot Framework Bot to Cortana as a Skill

      Jordan Hohepa, 25 July 2018

      Microsoft’s Bot Framework allows developers to easily create and deploy bots to many different channels, one of which being a Cortana channel. Once your bot has been developed and is ready to publish, you can make this available for use by Cortana as a ‘Cortana Skill’. You can find more information

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    • Business Required Asterisks on Opposite Sides in Dynamics 365 V9

      Jordan Hohepa, 19 July 2018

      With Dynamics 365 v9 being available there have been a few noticeable changes to the User Interface as you can see in the screenshot below. One of the more noticeable differences can be seen when comparing the ‘Account Name’ field and the ‘Phone’ field below. Both fields are set as business required

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    • Connecting Cortana and Office 365

      Jordan Hohepa, 27 June 2018

      If you have Windows 10 then chances are that you also have Cortana, which is an Artificial Intelligence Personal Assistant. Cortana can perform many tasks like creating reminders, searching online with Bing, tracking flights, etc. This can all be done from the start menu using either your voice or i

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    • Introduction to Adaptive Cards in Dynamics 365

      Jordan Hohepa, 14 June 2018

      Adaptive Cards are a great way to display an interactive card-like interface within applications like Outlook, Microsoft Teams, Bots and many more. The screenshot below shows a simple adaptive card which can be shown in different web chat channels and has a variety of text, an image and two buttons.

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    • Building a Quick QnA Knowledge Base with the QnA Maker

      Jordan Hohepa, 07 June 2018

      Microsoft’s Bot Framework is available for developers to create and connect interactive bots to everyday conversational platforms such as Skype, Facebook Messenger and Microsoft Teams. The QnA Maker is a service that provides a quick and easy way to add question and answer support to your bots and a

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