• 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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    • Useful Dynamics CRM 2016 Web API Queries: Part 2

      John Towgood, 23 October 2017

      Web API is an easy way to send queries to CRM with Javascript. Since the XMLHttpRequest and JSON libraries are available with Javascript we can use these libraries to send a HTTP request to the Web API and parse the JSON response data to objects. Here are some more queries which I found useful.Updat

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    • How to Solve Site Map images not showing On Premise Dynamics CRM Issue

      Dominic Jarvis, 16 October 2017

      Recently, I have encountered an error which prevented the custom Site Map icons from being shown in Microsoft Dynamics CRM, instead showing a broken link. Looking into the issue, I found that the image URL displayed in the CRM Site Map was including the Organisation name in the link, so the link wa

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    • How to Create Test Cases for Microsoft Dynamics CRM with XMind

      Megha Kainth, 12 October 2017

      Test Cases are a set of conditions, pre-requisites, actions and expected results. Preparing Test cases is an essential activity performed by a Software Tester. Formation of Test Cases involves a detailed study of the Requirements document. Software Testers usually spend a lot of time writing Test Ca

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    • Microsoft Dynamics CRM and Customer Retention

      John Eccles, 06 October 2017

      Depending on which study you believe, and what industry you’re in, acquiring a new customer is anywhere from five to 25 times more expensive than retaining an existing one. Not my words.  I’m quoting Amy Gallo from Harvard Busines Review, October 29, 2014. As we already knew, keeping customers

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    • 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 Solve Default Value Issue with Two Options Fields in Dynamics CRM 2016

      Adam Murchison, 28 September 2017

      Microsoft Dynamics CRM 2016 on premise has an interesting issue where Two Options fields are automatically set to the default value, without a user updating them. The change appears in the Audit History and can occur when no plugins, workflows, JavaScript, or Business Rules are configured on an enti

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    • How to Work with Record Create and Update Rules null(Channel Properties) in Dynamics CRM

      Zoe Sands, 18 September 2017

      While working with Dynamics CRM’s Record Create and Update Rules we came across this error within a Case creation step: “The specified contact doesn’t belong to the contact that was specified in the customer field. Remove the value from the contact field, or select a contact associated to the select

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    • How to Create and Share Personal Views in Microsoft Dynamics 365

      Adam Murchison, 14 September 2017

      Customizing views is a simple task but it is highly important. Views efficiently display data to the user when they are used correctly. Views are important so the user is able to see all relevant information and they allow the user to select the view that displays the data they need to see, hiding

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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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    • What are the Advantages of Using Child Workflows in Dynamics 365

      Dominic Jarvis, 12 September 2017

      What are Child Workflows? Child workflows are workflows that can be started by another workflow or dialog. They are useful for a number of reasons, but are particularly useful for abstracting logic so that it can be used in different areas, or to isolate a particular process.To provide an example, t

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    • How to Create a Personal Dashboard in Dynamics 365

      Dominic Jarvis, 11 September 2017

      For those that have just started learning Dynamics CRM, the information presented can be a bit overwhelming at times. Dashboards are a convenient interface to the CRM system, with commonly accessed information available for quick reference, and links in the charts, lists and diagrams providing a qu

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    • Best Practices of Workflow Structure for Microsoft Dynamics 365

      Adam Murchison, 11 September 2017

      This blog is going to help the reader to create workflows with the best, most desirable structure. This will allow the workflow to be easily readable, modifiable, and shows the user when their workflow stops or has errors specifically within the workflow. To show the best practices while creating a

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    • Useful Dynamics CRM 2016 Web API Queries - Part 1

      John Towgood, 21 July 2017

      Web API is a new platform feature of Dynamics CRM 2016 that exposes CRM data over OData (Open Data Protocol). Web API offers REST based endpoint which can be used across a wide variety of programming languages, platforms, and devices. Since Web API is intended to replace existing SOAP base endpoint

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