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Dynamics 365 Detect Unified Interface from JavaScript
With the introduction of the new Unified Interface in Dynamics 365, you may want to be able to detect if the current form is being rendered in the Unified Interface or not in JavaScript.It is possible...
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Building a Quick QnA Knowledge Base with the QnA Maker
Microsoft’s Bot Framework is available for developers to create and connect interactive bots to everyday conversational platforms such as Skype, Facebook Messenger and Microsoft Teams. The QnA Maker is...
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Complex SLA 1 - Multiple SLAs with Different Dates in Dynamics 365
In my previous series I demonstrated, ‘Configure SLAs for Opportunity in Dynamics 365’, I demonstrate how to enable Opportunities for SLAs and how to implement three SLA KPIs for Opportunities. This...
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Tips for Requesting Support for Dynamics 365
Magnetism and our clients submit service requests to Microsoft for any issues and problems dealing with Microsoft Dynamics 365. These problems usually require investigation from Microsoft or are issues...
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Complex SLA 2 - Create Custom SLA Instance Entity in Dynamics 365
↩ Part 1 - Multiple SLAs with Different Dates in Dynamics 365In this article I will demonstrate how to configure the SLA Instance entity in Microsoft Dynamics 365 for Service Level Agreements (SLAs).In...
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Solution for Global Search Not Showing Data in Field of Results in Dynamics 365
We recently ran into an issue where global search results for one of the entities wasn’t showing any data in the fields, for a system upgraded from CRM 2011 to Dynamics 365. The version of Dynamics 365...
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Complex SLA 3 - Configure KPIs for Custom SLA Instance in Dynamics365
↩ Part 2 - Create Custom SLA Instance Entity in Dynamics 365In this article I will demonstrate how to configure a generic custom SLA KPI for use with SLA Instances in Dynamics 365 and how and why this...
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Introduction to Adaptive Cards in Dynamics 365
Adaptive Cards are a great way to display an interactive card-like interface within applications like Outlook, Microsoft Teams, Bots and many more. The screenshot below shows a simple adaptive card...
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Complex SLA 4 - Configure KPIs for Custom SLA Instance in Dynamics365
↩ Part 3 - Configure KPIs for Custom SLA Instance in Dynamics 365In this article I will demonstrate how to configure the forms and views for SLA Instances, SLA KPI Instances and Opportunities for...
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Dynamics 365 App for Outlook is Missing under Manage Add-ins
I have a user who has encountered an issue where, when they are viewing their Outlook Add-ins via the ‘Manage Add-ins’ page, the Dynamics 365 App for Outlook Add-in is missing. What was interesting is...
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Complex SLA 5 - Configure Multiple SLAs with SLA Instance D365
↩ Part 4 - Configure Forms/Views for SLA Instances in Dynamics 365 In this article I will demonstrate how to configure a Service Level Agreement (SLA) for Opportunity related SLA Instances with...
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Find Records Without a Child Record in Dynamics 365 v8 and v9
Dynamics 365 v9 comes with improved Advanced Find where we can retrieve the records with no child record. However, due to Advanced Find limitations in Dynamics 365 v8 we do not have the ability to run...
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Complex SLA 6 - Configure SLA Instance Business Logic in Dynamics 365
↩ Part 5 - Configure Multiple SLAs with SLA Instance in Dynamics 365In this article I will describe some business logic that needs to be implemented for Opportunities and SLA Instances for the...
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Tips on Using DocumentsCorePack in Dynamics 365 For Better Documents
DocumentsCorePack is an add-on for document generation and management based on Dynamics 365 data. It uses XML like the out of the box Word Templates but has more functionality such as combining with...
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Exploratory Testing - Preparation, Execution and Closure
Exploratory testing is an approach that can be taken by a domain experienced tester when there are less documentation/requirements available and there is a limited amount of time for testing....
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Unexpected Error on Exporting a Dynamics CRM Solution
When implementing a Microsoft Dynamics CRM upgrade from on-premise to online, you may encounter unexpected business process errors when exporting an already upgraded CRM solution to import into...
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Connecting Cortana and Office 365
If you have Windows 10 then chances are that you also have Cortana, which is an Artificial Intelligence Personal Assistant. Cortana can perform many tasks like creating reminders, searching online with...
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Complex SLA 7 - Testing Complex Custom SLA Instances in Dynamics 365
↩ Part 6 - Configure SLA Instance Business Logic in Dynamics 365In this article, the final article, in this series I will describe how I tested the SLA and demonstrate the results of a basic test.The...
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How to Fix a Failed to Upgrade Async Operation Records Error
Recently, while working on an upgrade from Microsoft Dynamics CRM 4.0 to Dynamics 365, I came across the below error while importing the CRM 4.0 organization database into CRM 2011:The error was...
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Custom SharePoint Integration with Microsoft Flow and Dynamics 365
SharePoint is a fantastic way to store documents and other files related to records in Dynamics 365. For one thing, the pricing for using storage in SharePoint is next to nothing compared to the price...
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