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Parature Download Module
In this article I will talk about uploading, organising and publishing files for downloading.In common situations, companies might need to support their customers by providing information via...
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Power BI Microsoft Dynamics CRM Online – Part 18
In this series of blogs I have described how to create and configure a set of Microsoft Dynamics CRM Online Organisation Accounts, Contact and Opportunity oDataSet queries using Power Query in...
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Alternate Keys in MS Dynamics 2015 Online Spring Update
Alternate keys is a new feature introduced in Spring Update and it is one of three features that significantly improves integrations/synchronizations with other systems. When synchronising data with...
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Alternate Keys in Dynamics CRM 2015 Online Spring Update
Alternate keys is a new feature introduced in Spring Update and it is one of three features that significantly improves integrations/synchronizations with other systems. When synchronising data with...
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Dynamics CRM 2013 – Problem with Dynamic Record URLs in Workflow Processes
I recently encountered an issue with the use of dynamic record URLs in workflow processes in Microsoft Dynamics CRM 2013. These URLs are commonly used when sending e-mail messages through workflow...
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Automatically add Resource to Resource Group in Dynamics CRM
One of the key pieces of Service Scheduling is resources and resource groups. If your resources are not in any resource groups, they won't be able to be scheduled for any services. To make sure this...
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Tips to Pass ISTQB Foundation Level Exam
The ISTQB (International Software Testing Qualification Board) Foundation Level Exam is a globally recognised certification for software testing. This certification is appropriate for professionals to...
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Getting started with Microsoft Dynamics Sure Step
This week I've started learning about Microsoft's Sure Step methodology. Coming from an end-user environment, the first time I've heard of this is through the Microsoft technology partners I dealt with...
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Working with the end in mind – Solution Envisioning the Sure Step way
In comparing Sure Step with what I know of SDLC (software development lifecycle), what stands out is the addition of a Diagnostic phase or what Microsoft refers to as Solution Envisioning, which...
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Opening Web Resources in Xrm.Utility in Dynamics CRM 2015 Online Update 1
In this article, I'll talk about opening web resources using the Xrm.Utility.openWebResource function. Xrm.Utility.openWebResource(webResourceName,webResourceData,width, height)The new function opens a...
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Tracking Changes in Dynamics CRM 2015 Update 1
Tracking changes is a new feature introduced in CRM online. Tracking changes is important when performing data synchronisation between CRM and other systems. In this article, I'll explain how CRM can...
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Power BI Microsoft Dynamics CRM Online – PivotChart Report Part 1
In this blog I will demonstrate how to create a simple Clustered Column Chart in Microsoft Excel to display Microsoft Dynamics CRM Online Sum of Estimated Value for Opportunities by Account. The chart...
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Approve Microsoft Dynamics CRM Online 2015 Update 1
Microsoft Dynamics CRM Online Update 1 (May 2015) is now available. In this blog I will show you how to schedule and approve this update for your Organisation. Important: The best practice prior to...
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CRM 2015 FetchXML Aggregates not working in Plugins Anymore
If you've started receiving random NullReferenceException errors when executing your plugins after upgrading to CRM 2015, this might be why. When performing SUM aggregates in plugins, for some reason...
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Power BI Microsoft Dynamics CRM Online – PivotChart Report Part 2
In my previous blog I demonstrated how to create a simple Clustered Column Chart in Microsoft Excel that displays the Sum of Estimated Revenue by Account using data queried from a Microsoft Dynamics...
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Microsoft Azure API App Invalid Swagger error
In trying out the new Azure API apps by converting an existing ASP.NET Web API, you can run into this error as soon as you publish your API to azure for the first time and check out the API definition...
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Power BI Microsoft Dynamics CRM Online – PivotChart Report Part 3
In my previous blog I demonstrated how to convert a Column Chart that displays the Sum of Estimated Value by Account into a Pie Chart. In this blog I will demonstrate how to update the Column Chart to...
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Tracing and Logging Plugins in Dynamics CRM 2015 Online
Microsoft Dynamics CRM 2015 Update 1 has introduced a new feature for developers to troubleshoot plugins more efficiently when using ITracingService. This feature allows developers to record tracing...
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Dynamics CRM – Security Role Automatically Assigned to imported Teams
I recently had to set up team ownership in Dynamics CRM for 1600 Accounts across 40+ Teams. Because of these large numbers, I decided to use the out-of-the-box Import Wizard to speed up the process. I...
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Power BI Microsoft Dynamics CRM Online – Power View Report Part 1
In this blog and the next two blogs I will demonstrate how to create a simple Power View report in Microsoft Excel that displays information on Accounts and Opportunities retrieved from a Microsoft...
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