• Sending Web Requests to a REST API from a Microsoft Dynamics 365 Plugin

      Jordan Hohepa, 21 October 2017

      Recently I was tasked with developing a plugin that would send information from Microsoft Dynamics 365 to a REST API. Originally, I had developed this plugin in an on-premise environment, which caused issues for when I eventually needed to move it to an Online instance. I will discuss more on this s

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    • Introduction to Dynamics 365 App for Outlook

      Jordan Hohepa, 03 October 2017

      The “Microsoft Dynamics 365 App for Outlook” is a lightweight alternative to the “Dynamics 365/CRM for Outlook Client”. This app does not require a separate installation like the Outlook Client, but can instead be added from your Dynamics 365 environment. The screenshot above can be reached via ‘App

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    • Dynamics 365 Form Editor Button Opens a Different Form

      Jordan Hohepa, 26 July 2017

      Recently one of our clients had a situation where the Form Editor button would only open the main form. The client had just updated to Dynamics 365 and had stated that this issue had never happened with their previous version of CRM. While investigating this issue, I found that this was OOTB behavio

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    • Introduction to Power Query with Power BI

      Jordan Hohepa, 16 June 2017

      This blog is the second in a series of blogs focused on Microsoft’s analytics service, Power BI. In the previous blog I focused on importing data into the Power BI desktop version, while in this blog I will be focusing on Power Query. The data I imported as an example was from the “Rotten Tomatoes T

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    • Importing Data to Power BI

      Jordan Hohepa, 24 May 2017

      Recently I was fortunate enough to participate in a workshop focused on Microsoft’s analytics service, Power BI. This blog will be the first in a series of blogs describing my experiences with Power BI. In this blog, I will focus on importing data into the Power BI desktop version. The remainder of

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    • Auditing Automatically Disabling with Unmanaged Solution Deployment in Dynamics 365

      Jordan Hohepa, 17 May 2017

      Recently while attempting to view audit data I was surprised to see that values in the "New Value" column had been replaced by a weird symbol, which can be seen in the screenshot below. I found that it was a common problem which would occur when auditing had been turned off. After checking and confi

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    • Create a Quick Button to Assign Members of a Marketing List in Dynamics 365

      Jordan Hohepa, 12 May 2017

      Recently one of our clients had a situation with Dynamics 365 Marketing Lists where they wanted the ability to select and then assign Marketing List Members to themselves or to other users. As this functionality is not provided out of the box in Dynamics CRM I attempted a few workarounds before fina

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    • Intro to the Bot Framework with Dynamics 365

      Jordan Hohepa, 16 January 2017

      Since Microsoft’s Build 2016 Conference there has been a huge buzz around Artificial Intelligence Bots and Microsoft’s Bot Framework for developers, and recently I have been diving into the discovery and development of these bots for different platform. Bots aren’t anything new, they’ve been around

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    • Moving Dynamics CRM Business Process Flows with multiple Branches

      Jordan Hohepa, 07 November 2016

      Business Process Flows (BPFs) can be used to guide users through different phases to reach a desired outcome. BPFs make use of stages and steps, where stages are different phases in a process which users can complete one by one before moving on, and steps are fields within a stage which can be used

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    • Hiding and Showing a Dynamics CRM Business Process Flow with Javascript

      Jordan Hohepa, 04 November 2016

      Business Process Flows (BPF for short) are used in CRM systems to guide users towards a desired outcome by defining steps for users to follow. In some instances, these processes are added to entities, such as the Lead entity, and can be very useful and for other instances they may not be needed. Dur

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    • Dynamics CRM Business Process Flow Tooltips

      Jordan Hohepa, 03 November 2016

      CRM 2013 introduced tooltips which would be shown when users hovered their mouse over a label on the form. These tooltips texts could be set when creating or editing a field in the ‘Description’ area. At the of writing this blog that same custom tooltip functionality is not available for any fields

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    • Error while Adding Existing Processes in Dynamics 2016

      Jordan Hohepa, 01 November 2016

      Recently while working on a project I came across a weird error which prevented me from adding any kind of process to a solution. At the time, the solution I was attempting to add to did not contain many processes, having a single Business Process Flow, a single Workflow, and a couple of Business Ru

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