• Mismatching Option Set Values on Imported Views in Dynamics CRM

      Miguel Nepomuceno, 30 September 2017

      When deploying customisations from a development environment to a testing environment in Microsoft Dynamics CRM 2016, I encountered an issue with imported views in my solution components. The view was on the Connections entity for a custom entity called Portal User. This custom entity is just someth

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    • How to Connect to Facebook Lead Ads with Microsoft Dynamics 365 using Zapier

      Miguel Nepomuceno, 29 September 2017

      Zapier is a web-based service that allows end users to integrate multiple web applications. By establishing connections called Zaps, users can connect various applications, as well as automate various tasks across 750+ apps. It draws in comparison to Microsoft Flow – another workflow automation tool

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    • How to Set the Date Mappings from Facebook Lead Ads to Dynamics 365 using Zapier

      Miguel Nepomuceno, 27 September 2017

      Zapier is a service that allows for integrations and task automations across multiple web applications. In my previous blog posts, I went over setting up the Facebook Lead Ad Trigger and the Microsoft Dynamics 365 Action in your Zaps. This blog post will go over configuring the Birthdate field mappi

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    • How to Create Custom Test Execution Reports in Excel from Team Foundation Server - Part 2

      Miguel Nepomuceno, 26 September 2017

      In my previous blog, I’ve gone over setting up Team Foundation Server (TFS) such that we can use queries. TFS queries allow us to group and filter out work activities in TFS (primarily bugs). By setting up our queries to modularise our data and connecting TFS into Microsoft Excel, we can now extract

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    • How to Create Custom Test Execution Reports in Excel from Team Foundation Server - Part 1

      Miguel Nepomuceno, 25 September 2017

      Team Foundation Server (TFS) is a Microsoft product which provides source code management, project management, reporting, release management and testing. TFS has a lot of inbuilt reporting and dashboard services available. By connecting TFS to Microsoft Excel, we can use different functionalities of

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    • Selenium with Microsoft Dynamics CRM Automating Send Keys to Composite Fields

      Miguel Nepomuceno, 13 September 2017

      Composite fields were introduced in Microsoft Dynamics CRM 2013 to combine multiple fields into a single field on the form. It’s a nifty way to display multiple individual fields, which are concatenated into one. The most common application of composite fields is used with the out-of-the-box Full Na

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    • Microsoft Teams and its Impact with Microsoft Dynamics 365

      Miguel Nepomuceno, 12 July 2017

      Microsoft Teams is a chat-based workspace in the Office 365 suite. Microsoft introduced Microsoft Teams on November 2016, and was designed as a competitor to Slack. It is a platform that combines workspace chat, meetings, notes and attachments. By being able to integrate with the company’s Office 36

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    • Step by Step Guide Connecting Microsoft Dynamics 365 with Microsoft Teams

      Miguel Nepomuceno, 10 July 2017

      The introduction of Microsoft Teams comes with 70 Connectors that allow Teams to connect with multiple technologies and tools. With the goal of bringing everything together, Microsoft Teams provide users with a centralized platform to pull together technologies, people, and content into one workspac

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    • Optimizing Dynamics 365 Test Planning and Documentation with XMind Pro Part 2

      Miguel Nepomuceno, 15 June 2017

      Another useful thing to know about XMind is the vast number of open source templates available online to the user. I have used a template called ‘XMind 10 Years’ template (http://www.xmind.net/m/G8GP) to setup a timeline-orientated software development plan. For more templates, check out the XMind O

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    • Optimizing Dynamics 365 Test Planning and Documentation with XMind Pro Part 1

      Miguel Nepomuceno, 14 June 2017

      In a previous blog, I’ve talked about enhancing test strategy and planning across the Dynamics 365 software development lifecycle using XMind. We incorporate XMind as a fundamental test documentation tool when testing for projects with Microsoft Dynamics CRM and Microsoft Dynamics 365. Doing so adds

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    • Testing Applications that Import Excel Files into Microsoft Dynamics CRM

      Miguel Nepomuceno, 10 October 2016

      The ability to import data from spreadsheets is a powerful and useful functionality in Microsoft Dynamics CRM. It allows business users to collect massive amounts of data all into Microsoft Dynamics CRM such that users are able to keep track of customer information all into one place. This is becaus

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    • Selenium with Dynamics CRM Automating Clicks in Navigation Groups

      Miguel Nepomuceno, 03 October 2016

      I’ve been experimenting with different types of test automation tools such as Selenium with Microsoft Dynamics CRM. So far, I’ve been experimenting with how I can navigate through a Microsoft Dynamics CRM solution such that I can simulate test cases and automate tests later on. Selenium is a tool su

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    • Test Strategy and Planning with XMind

      Miguel Nepomuceno, 15 August 2016

      Testing is a critical component in the software development lifecycle as it defines the quality of the software product to test. It is the process of validating and verifying the software product such that it meets business and technical requirements during the planning, design and development proce

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