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How to Register Xamarin.Forms App with Azure Active Directory and Dynamics 365
Registering your app with Azure Active Directory can be incredibly useful for authenticating with services such as Microsoft Dynamics 365. A registered app can request an authentication token with...
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How to Run Workflow on Business Process Flow Stage Change in Dynamics 365
In Microsoft Dynamics 365 when a stage changes in a Business Process, you may want to run a workflow to automate the fetching of information, an invoicing process, or any other number of things. This...
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How to Change Icons of Custom Entities in Dynamics 365
Once you’ve created your custom entities in Microsoft Dynamics 365, you’ll probably want to give them custom icons to make them more easily recognisable, and to give the entities a more finished feel....
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Environment Permission Error on Dynamics 365 Plug-in Execution
Recently I bumped into the below error while executing a custom plug-in in Microsoft Dynamics 365. This plug-in was using a NetworkCredential class to authenticate a SOAP request.On scrutinizing the...
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How to Serialize to JSON in Sandboxed Plugin for Dynamics 365
When utilising web services in Microsoft Dynamics 365, you may need to serialize some data to a JSON string. The most convenient way of doing this is to use a .NET library called System.Web,...
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How to Create Custom Test Execution Reports in Excel from Team Foundation...
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...
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How to Expand Multi-line Text to Fit Content in Dynamics 365
So I’m sure that you’ve all come across a situation in Microsoft Dynamics 365 before where you’ve created a Multi-line text object on a form, given it lots of space, and then been annoyed when the...
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How to Create Custom Test Execution Reports in Excel from Team Foundation...
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...
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How to Set the Date Mappings from Facebook Lead Ads to Dynamics 365 using Zapier
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...
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How to Change Greyed Out Status Reason Values in Dynamics 365
Recently I’ve been working on a system where I’ve had to recreate a fair few entities, and have needed them to work with an existing code base. The issue I came across was that in the original versions...
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How to Update Dynamics 365 Records Externally Using Excel
When needing to update large amounts of records, you may find it easier to update these records in an external file with Excel, rather than edit them all individually in Dynamics 365. If you want to do...
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How to Solve Default Value Issue with Two Options Fields in Dynamics CRM 2016
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...
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Dynamics 365 July 2017 Update - Introduction to Multi-Select Option Set Fields
The new Microsoft Dynamics 365 July 2017 Update introduces multiple features and UI enhancements, including the highly requested multi-select option set field. It provides the user a pick-list of...
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How to Connect to Facebook Lead Ads with Microsoft Dynamics 365 using Zapier
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...
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Introduction to Editable Grids in Dynamics 365
Definition of an Editable GridAn editable grid is data entry fields that are displayed in a view of a specified entity in Dynamics 365. This allows the user to efficiently input data into a field...
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How to Check if User Running the Plugin Has Correct Security Role in Dynamics...
In certain situations, you may want to check if a user has a security role before proceeding with logic for Dynamics 365. This may be because you only want to have users with certain security roles...
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Mismatching Option Set Values on Imported Views in Dynamics CRM
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...
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How to Add Signatures Using Pen Control in Microsoft Dynamics 365
Microsoft Dynamics 365 comes with a feature called “Pen Control”, which allows the users to directly draw and add a signature using the Microsoft Dynamics 365 Mobile App. It is a control that can be...
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How to Set the Full Name Mapping from Facebook Lead Ads to Dynamics 365 using...
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...
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How to Configure Relationship Analytics Cards in Dynamics 365
One of the suite of the Relationship Insights is a Relationship Assistant which keeps you updated with the upcoming activity or the task in Microsoft Dynamics 365. It continuously analyses your...
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