• 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 8.2.2.128

      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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    • 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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