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How to Scan Barcode Labels in Microsoft Dynamics 365
Microsoft Dynamics 365 comes with a range of new functionalities that focuses on mobility. One of those functionalities is the “Barcode Scanner” control for form fields. It allows the users to scan a...
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Introduction to Dynamics 365 App for Outlook
The “Microsoft Dynamics 365 App for Outlook” is a lightweight alternative to the “Dynamics 365/CRM for Outlook Client”. This app does not require a separate installation like the Outlook Client, but...
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How to Hide Command Buttons in the Mobile Client for Microsoft Dynamics 365
In Microsoft Dynamics 365, we have the ability to add custom buttons in a command bar. Most of the time we also make those buttons available on Dynamics 365 Mobile clients. However, the mobile client...
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How to Filter FetchXML Using Aliased Values in Microsoft Dynamics 365
We’ve all been using the Dynamics 365/CRM query builder to generate Fetch XML queries and wished that we could filter across entities in Dynamics 365. Turns out you can! Granted you can’t do it in the...
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How to Setup Tooltips and Icons in Microsoft Dynamics 365 Custom Views
A user’s analysis becomes simple when a set of data is being visualized. Microsoft Dynamics 365 has added a new feature that allows us to add custom icons along with tooltips by customizing entity...
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Microsoft Dynamics 365 July 2017 Update - Introduction to Multi-Select Option...
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 Use the Facebook Lead Ad Testing to Dynamics 365 with Zapier
This blog post is a continuation of using Zapier to connect Facebook Lead Ads to Microsoft Dynamics 365. Zapier is a service that integrates and automates task between apps like Facebook and Microsoft...
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Microsoft Dynamics CRM and Customer Retention
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...
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How to Create App Modules Using App Designer in Dynamics 365
Microsoft Dynamics 365 comes with a new feature called App Designer. It allows us build our own task based applications by defining a subset of overall solution components to create an App Module. This...
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How To Use JavaScript for Editable Grids in Dynamics 365
Editable Grid is a custom control that was released for Microsoft Dynamics 365. It basically gives users the ability to update records from a view without the need of opening form. We are also able to...
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How to Use Task Flows to Help Your Mobile Workforce Manage Micro Processes in...
IntroductionIn order to be successfully adopted, CRM systems have to be simple to use. One way to achieve this is to map business processes into CRM. Over the past few years, one way of doing that was...
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Introduction to Rollup Views in Microsoft Dynamics 365
Microsoft Dynamics 365 includes a feature called Rollup views, which allows users to view Activities of child record from its parent record. Until now, associated activities of custom entities were not...
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How to Use Vector Format (SVG) File as a Web Resource in Dynamics 365
Microsoft Dynamics 365 July Update allows us to add new types of Web Resources, and one of those new types is Vector Format (SVG). In this blog I will talk about why this is a good news for Developers...
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How to Customise Excel Reports Using Macros, Visual Basic, and Select All Sheets
Recently for one of my projects, I was required to create an Audit Report which showed all the mandatory fields within the client’s Microsoft Dynamics 365 environment. Upon doing some research, I...
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How to Display Informative Errors from ASP.NET Web API in Dynamics 365
When developing a Web API to interact with Dynamics 365, the model of interaction may be like so:Plugin performs logic, makes call to Web API (GET, PUT, POST, etc.) -> Web API receives data,...
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A Quick Overview of Relevance Search in Microsoft Dynamics 365
Relevance Search is a great feature that helps you perform a global search in Microsoft Dynamics 365 Online, similar to Google search. The search can be performed on multiple entities without building...
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How to Use C# 7 Value Tuples in ASP.NET MVC
With the release of Visual Studio 2017, I wanted to use the new Value Tuples that were introduced in C# 7 in a MVC project I was working on. However, I ran into some issues which I discuss...
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How to Set a User Lookup Field to the Current User Using a Workflow Process...
In this article, I will demonstrate how to configure a Workflow Process to set any User Lookup field to the Current User. The techniques demonstrated in this article also apply to the use of Dialogue...
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Key Areas to Note When Managing a Project
Recently, I have been given opportunities to manage a few projects as part of my learning. It has not been an easy journey, but through the learnings, I have identified a few key areas that we need to...
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How to Create Test Cases for Microsoft Dynamics CRM with XMind
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...
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