• Performing Organization Requests from C# for Dynamics 365

      Dominic Jarvis, 09 April 2018

      In Dynamics 365, you may want to perform an Organization Request in a piece of custom code in order to trigger an Action, or perform an undocumented SDK operation. When attempting to do this from JavaScript, this can be a lengthy process which involves building a SOAP request and then posting to the

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    • Triggering Scheduled Azure WebJobs via a Dynamics 365 Web Hook

      Jared Johnson, 06 April 2018

      Web Hooks were introduced in Dynamics 365 V9. In the documentation for Web hooks, it is recommended to use them with Azure Functions, but what if you have existing Azure WebJobs? For example, WebJobs that are designed as a scheduled service to run complex rollup calculations on recently updated reco

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    • How to Use Special Characters in HTML Web Resources in Dynamics 365

      Dominic Jarvis, 05 April 2018

      When creating content for web pages there are a bunch of readily available resources in the form of special characters that can easily be used for creating formulae, more interesting text, or scalable graphics. These characters are included in the font-sets, so are generally safe to use on different

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    • Set Focus to First Field on Form in Dynamics 365

      Dominic Jarvis, 03 April 2018

      Time was, when creating a record  , the first field on the form was the one that the focus was set to. Now, in Dynamics 365 the focus is set to the first mandatory field on the form . For people that are used to using forms as they have been in CRM, this can be quite the annoyance. Fortunately,

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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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    • Increase Metadata Field Size in SSIS Toolkit

      Zoe Sands, 26 March 2018

      I have been working on an upgrade from CRM on-premise to CRM online, which requires us to migrate data from the on-premise system into online using the SSIS Toolkit. During the migration, I received the following error: The input value for 'address1_stateorprovince' field (or one of its related fiel

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    • Easily Capture Media from the Dynamics 365 Mobile and Tablet Apps

      Jasper Marri, 23 March 2018

      If you are a salesperson who is out in the field with the Microsoft Dynamics 365 Mobile and Tablet App, you can easily capture video, photos and audio in your Dynamics 365 system using the on-device camera and microphone. This blog explains how you can easily capture video, photos, and audio by crea

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    • Dynamics 365 Under the Hood - Matching Email Addresses to Records

      Roshan Mehta, 22 March 2018

      For those of you tracking emails in the Outlook Client, or using the Email Router or Server-Side Sync to copy emails into your CRM system, you may have wondered how Dynamics 365 matches email recipients to different records. This blog provides an overview of what happens under the hood. The EmailSea

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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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    • GrantConfigDBDatabaseAccessAction Error When Installing Dynamics 365

      Zoe Sands, 20 March 2018

      During a recent install of Dynamics 365 I had this error pop up. This was caused because we had left SQL Server Management Studio while performing other set up tasks. To continue from this error, you need to close SQL Server Management Studio and then click on the Retry button to resume the install

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    • Fast-Track Dynamics 365 Part 2 of 2 - Development with Visual Studio Templates

      Dominic Jarvis, 19 March 2018

      When developing, there are often things that you repeat on a regular basis. In order to speed up development, it can be helpful to have portions of code that are available for quick access. In a previous blog, I wrote about how you can use Visual Studio snippets to allow for quick creation of code&n

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    • Fast-Track Dynamics 365 Part 1 of 2 - Development with Visual Studio Snippets

      Dominic Jarvis, 16 March 2018

      When developing, there are often things that you repeat on a regular basis. In order to speed up development, it can be helpful to have portions of code that are available for quick access. With Visual Studio, it is possible to put together code snippets with templated variables, which allows for q

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    • Dynamics 365 V9 Contact Records Not Opening from All Contacts View

      Jared Johnson, 15 March 2018

      In the Dynamics 365 V9 update there is a new view for Contacts – the “All Contacts” view. However, attempting to open existing contacts from this view only results in the new contact form opening instead. If we look at the FetchXml for this view we can see that this view is missing the contactid att

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    • New Fully Customizable Dialogs in Dynamics 365 with Alert.js 3.0

      Paul Nieuwelaar, 14 March 2018

      Alert.js version 3.0 is going to be available very soon, and with it comes a bunch of cool new features, most anticipated of all is the new ‘showPrompt’ function which enables you to create fully customizable prompts, similar to what dialog processes provide in Dynamics 365. Microsoft recently depre

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