• 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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    • Programmatically Adding Products to an Opportunity Product Bundle in Dynamics 365

      Jordan Hohepa, 25 May 2018

      In Microsoft Dynamics 365, Users have the option to create different types of products. These products can be created as standalone products, product families and product bundles. Product bundles are a good way to group related products and sell them together. The screenshot below shows a test bundl

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    • Opportunity Products Subgrid Issues in Microsoft Dynamics 365 v8.2.1259

      Jordan Hohepa, 08 May 2018

      At the time of writing this blog, an update for Dynamics 365 Online instance has been pushed with a version number of 8.2.1259. With this update, I found two issues regarding the functionality of the Out of the box Opportunity Products Subgrid’s inline edit view. The first issue would cause the subg

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    • How to Create a Microsoft Dynamics 365 Trial Portal

      Jordan Hohepa, 13 April 2018

      Web Portals are a great way to provide information about your business, generate leads or even provide support for your customers. Dynamics 365 offers a web portal which is integrated with your Dynamics 365 instance if you have a Dynamics 365 Enterprise Subscription. If you do not have this subscrip

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    • Migrating Personal Dashboards and Charts using Impersonation in Dynamics 365

      Jordan Hohepa, 28 March 2018

      Personal Charts and Dashboards can be created in Dynamics 365 systems which allow Users to view their data in a format they create. These charts and dashboards are different from system defined versions in that they are only available to the creator/owner and users they decide to share them with. Un

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    • Recreate Personal Views as System Views with Impersonation in Dynamics 365

      Jordan Hohepa, 21 March 2018

      Views can be created as both system and personal views. The former will be available to all Users who have permission to view the entities and the latter will be available to the owner and anyone who it is has been shared to. This blog will focus on a simple way using a console application to conver

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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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    • 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 Become a Xamarin Certified Professional Developer

      Jordan Hohepa, 03 November 2017

      Recently, I was fortunate enough to become a Xamarin Certified Mobile Developer by completing online courses and passing online exams via Xamarin University. At the time of writing this blog Xamarin University offers two certification pathways of ‘Xamarin Certified Mobile Professional’ and ‘Xamarin

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    • How to Schedule a Report Snapshot to Be Sent via Email in Dynamics CRM 2016 On-Premise

      Jordan Hohepa, 28 October 2017

      Reports in Dynamics CRM 2016 have the functionality to be saved as a ‘snapshot’, either following a scheduled date and time or On-Demand. The screenshot below shows a custom report I had created with a snapshot created On-Demand. These snapshots are also able to be sent via email on a schedule. This

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    • How to Automate Messages to Dynamics 365 Contacts using the Microsoft Bot Framework

      Jordan Hohepa, 27 October 2017

      Previously I had written a blog which introduced the Microsoft Bot Framework. In that blog, I showed an example bot which connected Dynamics 365 with Facebook Messenger and Skype. This bot would simply ask the Facebook or Skype User a series of questions which would result in a Contact record being

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    • How to Insert Dynamic Tables into Workflow Created Emails in Dynamics 365

      Jordan Hohepa, 26 October 2017

      Recently for a project I was a part of, one of the requirements given was to insert a table with dynamic values into an email in Dynamics 365. The email this table was being inserted into was being created within an existing workflow using the “Create Record” step for the ‘Email’ entity. The screens

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