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Using fetchXml with Xrm.WebApi.retrieveMultipleRecords in Dynamics 365 V9
Dynamics 365 V9 includes the new Xrm.WebApi helpers that allow you to access the Dynamics 365 Web API without having to create your own requests. The Xrm.WebApi.retrieveMultipleRecords method allows...
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Ten Strategies to Increase CRM User Adoption
“We’ve decided to implement Dynamics CRM in our business. We believe it will improve what we do. Full training will be provided.”I hope that this isn’t the usual communication provided by businesses...
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Workaround for Command Bar Rendering Issue in Dynamics 365
We’ve seen an issue where the command bar was not showing on the form a record was opened in new window. This was a custom entity and version of Dynamics 365 we used was 8.2.0.749.There are two...
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The Seven Principles of Software Testing
Principles are rules or values that have been proven over time that provide a foundation for how something works or occurs. Similar to the Principles of Physics or the Principles of Law, Software...
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Business Required Asterisks on Opposite Sides in Dynamics 365 V9
With Dynamics 365 v9 being available there have been a few noticeable changes to the User Interface as you can see in the screenshot below. One of the more noticeable differences can be seen when...
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Why Learning to Code Can Make You a Better Tester
As a tester, you most likely have heard that ‘Programming knowledge is not a requirement to be a tester’. That’s true. However, it could make you a better tester. Like me, you may have read articles on...
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Chart Subgrid Label Not Being Set in a Dynamics 365 Dashboard
While adding charts to a dashboard, I came across an issue where I couldn’t change the properties of a chart in a dashboard. The reason I couldn’t update the properties was that the Label field was not...
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Connecting a Bot Framework Bot to Cortana as a Skill
Microsoft’s Bot Framework allows developers to easily create and deploy bots to many different channels, one of which being a Cortana channel. Once your bot has been developed and is ready to publish,...
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Adding Manual Discounts to Quotes and Orders in Dynamics 365
In the first part of this three-part series I will describe two methods by which a discount can be manually applied to a Quote/Order in Microsoft Dynamics 365.Orders and Quotes have the following...
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Automatically Apply Discounts to Quotes And Orders in Dynamics 365
In the second part of this three-part series I will describe three methods by which a discount can be automatically or manually applied to Quote/Order Products.Quote/Order Products have the following...
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Dynamics 365 Open Lookup in New Window
The default behaviour when a user clicks on a lookup field in Dynamics 365, is that it opens the record in the same window. In some scenarios this behaviour is not ideal since users may want to open...
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How to Export and Import Themes in Dynamics 365
In Dynamics 365, themes are not solution aware. Most of the time we need to recreate the custom theme for each instance. However, there is a way to export the theme from one instance and then import...
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How to Provide User Access to Update Global Option Sets in Microsoft Dynamics...
In Microsoft Dynamics 365, it is possible to provide access for Users to add and update the options in a Global Option Set without the need to assign them either the System Administrator or System...
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Unable to Import Solution Because of Invalid XML
In Dynamics 365, we have the option to modify the charts by changing its XML. I recently created a new custom chart in Dynamics 365, and I had to modify its XML based on my requirements. However,...
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Lookup Filtering using AddCustomFilter vs AddCustomView in Dynamics 365
Lookup Filtering Options and Gotchas in Dynamics 365When it comes to lookup filters, sometimes the out of the box related Records Filtering doesn’t quite make the cut. You may want to filter by common...
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Canvas and Model Driven Apps in Microsoft PowerApps
With the PowerApps platform, you can use both canvas and model-driven apps to build applications that can help you solve your business problems around manual tasks, role-specific scenarios and...
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Things to Look out for when using Business Rules in Dynamics 365
Business rule in Dynamics 365 allows us to create simple rules and recommendations to apply logic on the form without the use of JavaScript. However, it can sometimes cause issues for JavaScript logic....
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System Pricing Calculations for Quotes and Orders in Dynamics 365
In this article I will briefly describe the System Pricing Calculations for Quotes/Orders in Microsoft Dynamics 365.It is possible to disable the System Pricing Calculations for all the pricing fields...
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Unable to Import Solution Because of SQL Replication
During a recent solution import for Dynamics 365, the import kept on failing even though the solution contained only an updated JavaScript Web Resource. The solution was being imported to a Dynamics...
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Rounding Options for Price List Items in Dynamics 365
Price List Items in Dynamics 365 allow the configuration of pricing for Products using several options. These options are Currency, Discount List, Quantity Selling Option, Pricing Method and Rounding...
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