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New habits for a new job
Here’s my first blog entry since I joined Magnetism. I have been reading a book by Stephen Covey titled “The 7 habits of highly successful people” which I have learnt so much from.I will share my three...
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Customer Field in Dynamics CRM 2016 SP1
Customer lookup fields also work on entities enabled for the Interactive Service Hub (ISH), although there are a number of unrelated defects in ISH that may prevent you from saving records and using...
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New habits for a new job - part 2
I continue to be amazed at the habits which Stephen Covey presented in “The 7 Habits of Highly Effective People.” I find that the way I handle situations has changed. Today I will share more on how the...
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Selenium with Dynamics CRM Automating Clicks in Navigation Groups
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...
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Testing Applications that Import Excel Files into Microsoft Dynamics CRM
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...
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Tips for Project Management
A month into my role and I have started a book relevant to the role and industry I am in. I have already learnt incredible tips from Scott Berkun who wrote “Making things happen: Mastering Project...
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Error while Adding Existing Processes in Dynamics 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...
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Why Microsoft CRM for Sales is Imperative
Sales people are expensive people to bring on-board. We tend to know our own worth and are often motivated by winning and being well recompensed for our efforts. We will research a prospective...
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Dynamics CRM Business Process Flow Tooltips
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....
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Dynamics 365 Licensing and Pricing Simplified
On November the 1st, Microsoft announced general availability of Dynamics 365 along with licensing and pricing information. You can download/view the full 43 page document from the link below...
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Hiding and Showing a Dynamics CRM Business Process Flow with Javascript
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,...
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Moving Dynamics CRM Business Process Flows with multiple Branches
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...
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O365 App Launcher introducing a new icon - Dynamics 365
You might just not see anything called "CRM" in your office 365 app launcher in the near future. Microsoft's next generation intelligent business application aka Dynamics 365 will replace the word...
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Dynamics 365 Relationship Insights
Relationship insight is one the key feature that is backed by artificial intelligence and machine learning algorithms that comes as a built-in feature in Microsoft Dynamics 365. The service is built on...
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Dynamics 365 Set Value vs Set Default Value
Business Rules are a really useful tool in Dynamics 365 for writing client side script without code. In this video, David Mochrie demonstrates the subtle but important difference between the 'Set...
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Queue Items Disappear on Queue Deactivation in Dynamics 2016
One of our clients had a situation where they had to deactivate one or more of their queues before reassigning all the queue items within it. They noticed that when they deactivated a queue all the...
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Intro to the Bot Framework with Dynamics 365
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...
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Options for Microsoft Dynamics 365 Free 30-Day Trial
In this blog I will provide a short description of the solution options when setting up a free 30-day trial of one or more of the CRM solutions in Microsoft Dynamics 365. The solution options are...
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Microsoft Dynamics 365 Business Application Platform in a nutshell
Microsoft’s business application platform let organizations innovate business solutions faster. It helps them to build and extend modern business applications by composing analytics, user experiences,...
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Tips for Dynamics CRM 2016 to Dynamics 365 On-Premise Upgrades
You can now upgrade your on-premises deployment of Microsoft Dynamics CRM 2015/2016 to Microsoft Dynamics 365.This is accomplished by downloading and installing the December 2016 Update for Dynamics...
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