• Creating and Linking Existing Azure AD B2C Tenants

      Jordan Hohepa, 12 March 2020

      We recently used an identity management service called Azure AD B2C to handle how Users would Sign Up and Sign In to a web application. Azure AD B2C enabled us to customize how the User would log into our website, including the look and feel, allowing us to integrate it seamlessly into our existing

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    • Manually Creating Dynamics 365 Portal Users with an Azure AD B2C Connection

      Jordan Hohepa, 10 February 2020

      Recently I configured the identity management service Azure AD B2C to handle the Sign Up and Sign In for a Dynamics 365 Portal. When accessed, the Portal will immediately send the Portal User to Azure AD B2C, allowing them to either Sign In with their existing account details or Sign Up by entering

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    • Disable High Density Header Feature in Dynamics 365 Unified Interface

      Jordan Hohepa, 26 November 2019

      With the recent Wave 2 Release for Dynamics 365 there has been a slight change to how the header works on a Form, which is known as the High Density Header. With this change, users can add more than four fields to a form header while sacrificing the ability to edit the fields without using a dropdow

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    • Add More than Four Fields to a Dynamics 365 Form Header

      Jordan Hohepa, 11 November 2019

      With the recent Wave 2 Release for Dynamics 365 there has been a slight change to how the header works on a Form. The new change is known as the high density header. Basically, it allows you to add more than four fields within the header, which was the previous maximum amount. Take the Contact Form

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    • Importing Multi-Select Option Set Data with Data Import in Dynamics 365

      Jordan Hohepa, 08 October 2019

      In Dynamics 365, one of the Data Types you can set a field to is a MultiSelect Option Set. MultiSelect Option Sets are a pre-defined list of options where Users can pick multiple options from the list at one time. The screenshot below is an example of a MultiSelect Option Set with four options to ch

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    • Updating Data on Inactive Records in Dynamics 365

      Jordan Hohepa, 20 September 2019

      I recently found a problem where I was able to edit the data of an inactive record in Dynamics 365. This is because there is logic that unlocks these fields on load of the form. The screenshot above shows a record that is Inactive which would normally mean that it cannot be edited. The screenshot be

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    • Setting Values in Dynamics 365 Portals using Entity Metadata

      Jordan Hohepa, 13 September 2019

      With Dynamics 365 Portals you can add Entity Web Forms which are the Portals’ way of displaying Dynamics 365 CRM Forms, allowing Portal Users to Create, View and Update records in Dynamics 365. The screenshot is an example of a Web Form that shows a simple Lead form to collect information about the

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    • Using the Business Card Reader Custom Control in Dynamics 365

      Jordan Hohepa, 11 September 2019

      Recently it has been announced that there will be a wave of new Artificial Intelligence features being added to Microsoft PowerApps. The AI based features will be simple to add pieces of functionality that can do things like process a form or recognise objects in a picture. This blog covers the ‘Bus

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    • Creating a new PowerApps Portal integrated with Dynamics 365

      Jordan Hohepa, 02 August 2019

      Over the past few months Microsoft have talked about a new App Type in PowerApps which is called the PowerApps Portal. This will allow organizations to create a website, similar to the currently available Dynamics 365 Portal, which will allow External Users to interact with the organizations systems

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    • Autonumbering in Dynamics 365 CRM v9 with the new PowerApps Feature

      Jordan Hohepa, 26 July 2019

      With Dynamics 365 there has sometimes been a need to have some sort of autonumbering field on specific Entities. Autonumbering has been available out of the box for a limited number of Entities and the setting for this is available via Settings -> Administration -> Autonumbering. The screensho

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    • How to view records using the Classic Interface in Dynamics 365

      Jordan Hohepa, 16 July 2019

      With Dynamics 365 v9 you have the option to set the Unified Interface Client to be the default Interface for your system. When this setting is activated all records will be opened in the new Interface even when opened from Advanced Find. There are scenarios where you’d want to use the old interface

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    • Retrieving Self-Referencing N:N records in Dynamics 365 Programmatically

      Jordan Hohepa, 14 June 2019

      In Dynamics 365 you are able to create a 1 to N, N to 1 or N to N relationship between two Entities. With this you also have the option to create a self-referential relationship. The screenshot below is an example of an N to N self-referential relationship created on the Account entity with the rel

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    • 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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