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Six Techniques to Elicit Requirements Effectively
Eliciting RequirementsI recently watched a webinar from the IIBA (International Institute of Business Analysis) called Elicitation without Alienation. The webinar was presented by Francine Wolfe, Sr....
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Useful Dynamics CRM 2016 Web API Queries: Part 2
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...
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Overview of Auto Capture Feature in Microsoft Dynamics 365
As part of the suite of features in the new Relationship Insights module in Microsoft Dynamics 365, Auto capture displays work related emails in Dynamics 365 by enabling access to your email in...
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Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 1
In Microsoft Dynamics 365 for Sales or Service, the first-time activation of a Business Process Flow causes a corresponding Business Process Flow instance specific entity to be created.In this article,...
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Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 2
Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process...
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How to Set a User Lookup Field to the Current User using a Workflow Process...
In my previous article, I demonstrated how to configure a Workflow Process to set any User Lookup field to the Current User using the standard Modified By field to set a custom field named Last Updated...
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How to Insert Dynamic Tables into Workflow Created Emails in Dynamics 365
Recently for a project I was a part of, one of the requirements given was to insert a table with dynamic values into an email in Dynamics 365. The email this table was being inserted into was being...
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How to Automated Messages to Dynamics 365 Contacts using the Microsoft Bot...
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...
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Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 3
In Microsoft Dynamics 365 for Sales or Service, the first-time activation of a Business Process Flow causes a corresponding Business Process Flow instance specific entity to be created.In this article,...
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How to Automate Messages to Dynamics 365 Contacts using the Microsoft Bot...
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...
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How to Schedule a Report Snapshot to Be Sent via Email in Dynamics CRM 2016...
Reports in Dynamics CRM 2016 have the functionality to be saved as a ‘snapshot’, either following a scheduled date and time or On-Demand. The screenshot below shows a custom report I had created with a...
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A Quick Guide to Connections in Microsoft Dynamics 365
What are Connections? Connections are an easy way to connect records without having to create a custom relationship between two entities. A connection can be used between records of the same type or of...
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How to Perform Platform Specific Logic in Dynamics 365
When creating forms in Microsoft Dynamics 365, you may need to alter the design of a form or change the way you trigger specific events depending on the sort of device the user is viewing the form....
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Argument Null Exception When Connect Online to Microsoft Dynamics 365
One of our clients recently encountered a ‘System.ArgumentNullException’ when trying to connect to their Microsoft Dynamics 365 online instance through a console application from the Windows 2012...
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How to Become a Xamarin Certified Professional Developer
Recently, I was fortunate enough to become a Xamarin Certified Mobile Developer by completing online courses and passing online exams via Xamarin University. At the time of writing this blog Xamarin...
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How to Embed Websites using IFrames from the Dynamics 365 Sitemap
Websites allow us to extend various functionalities and bring information into Microsoft Dynamics 365. By being connected with these websites, we can bring together different web components while also...
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How to Remove Switch to Another App Navigation Menu in Microsoft Dynamics 365...
So you're trying to navigate somewhere in Microsoft Dynamics 365 Online, and you click the little down arrow next to the Dynamics 365 logo, because in past versions of CRM that's the go-to place for...
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How to Specify Custom DateTime Placeholder Format in ClickDimensions for...
When adding DateTime fields into a ClickDimensions email template or email send for Microsoft Dynamics 365, you need to create a placeholder which looks something like this, just like with any other...
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Bookmarklet for Creating a Record with Specific GUID in Dynamics 365
When we’re creating Dynamics 365 solutions, we often need to create “reference” entities which we use with lookup fields to give us more flexibility than basic option set fields. For example, having a...
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How to Fix Duplicate Detection Dialog Showing No Records in Microsoft...
Recently we had an issue in Microsoft Dynamics 365 where the “Duplicates Detected” dialog was popping up on create of a contact, indicating that one of the duplicate detection rules found a match, but...
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