Firing Business Rules when making JavaScript changes!
Jan18

Firing Business Rules when making JavaScript changes!

With the investment being made in Dynamics 365 around business rules I typically try and leverage them when possible. I’ve found at times it creates some challenges along the way. One specific challenge  a college and I’ve ran into was when making JavaScript modifications to fields the related business rules were’t executing. Making the business rules fire took a bit of research but it paid… Continue Reading...

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Understanding the Dynamics 365 List Records connector retrieve limit
Jun28

Understanding the Dynamics 365 List Records connector retrieve limit

Hello; Let’s talk about the retrieve limit of the Dynamics 365 connector that is used in Power Apps, Logic Apps, and Flow. While working with a large data set we noticed that the maximum amount of records per request is 512. While looking at the settings we found the pagination setting and the ability to set an upper limit of query. Both of these made me research this a bit more and I found… Continue Reading admin’s...

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Understanding the Expand Query in the Dynamics 365 List Records connector – Part 2
Jun27

Understanding the Expand Query in the Dynamics 365 List Records connector – Part 2

Hello; Part one of this post (Understanding the Expand Query in the Dynamics 365 List Records connector) showed how to utilize the expand query paramete. This post will covering actually using these values to update an account with the data. Let’s dive right into part two of using the expand query in the Dynamics 365 connector that is used in Power Apps, Logic Apps, and Flow. We left off with… Continue Reading...

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Understanding the Expand Query in the Dynamics 365 List Records connector
Jun25

Understanding the Expand Query in the Dynamics 365 List Records connector

Hello; Recently I’ve been diving deeply into the Dynamics 365 connector that is used in Power Apps, Logic Apps, and Flow. I’ve found the documentation lacking when trying to do more advanced features. Today were discussing the Expand Query component of this connector. First lets start with a new flow and add the Dynamics 365 – List Records(preview) connector. Once we have the connector added… Continue Reading...

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Don’t forget to upgrade assemblies for custom code in Dynamics 365 v9+ upgrade!
Apr06

Don’t forget to upgrade assemblies for custom code in Dynamics 365 v9+ upgrade!

Upgrading to the latest platform is never something to underestimate with any product. With Dynamics 365 we’ve experienced such rapid platform changes over the past 8 years we should be all getting used to some of the pieces of an upgrade. With the Dynamics 365 V9+ update we have to remember to upgrade our custom code assemblies. This should be fairly straight forward if your using NuGet… Continue Reading admin’s...

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My experience writing unit tests with FakeXRMEasy
Mar29

My experience writing unit tests with FakeXRMEasy

Hello; I thoroughly enjoy writing unit tests with FakeXRMEasy. It’s a framework that allows you to fake the Dynamics 365 services into the proper contexts and then use the messages against it. It can be found at https://dynamicsvalue.com/. The positives I’ve found from using this framework are: I’m able to debug the custom code without ever having to leave Visual Studio. No more spending… Continue Reading...

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What is a system entity message?
Mar21

What is a system entity message?

Hello; With the release of V9 we’ve seen new items in the solution structure and package. One such change is the Messages under each entity in the solution.   Messages give the ability to change the content displayed when the user sees these out of the box messages. It includes user interface text and error messages. It gives you the default display string and allows you to enter a custom… Continue Reading...

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SharePoint Folders and subfolders.
Mar21

SharePoint Folders and subfolders.

Recently I have been working on a project where there was a requirement to create a series of SharePoint folders in the older but still used Tree structure over a metadata storage. Previously I have had to scope this up an pass it off to a Developer to build a custom plugin with workflow steps. All of which has a high on off cost to a the customer. Here is where I used North52 to actually complete this task using their Business...

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Managed Solutions V9 thoughts
Mar19

Managed Solutions V9 thoughts

The great debate between unmanaged and managed solutions rages on. This discussion started when solutions was first introduced in Dynamics CRM 2011. Many people go the route of unmanaged being burned by managed; each person with their own battle scars. Personally I’ve been burned by unmanaged which makes on the managed side of the fence. It hasn’t been easy along the journey of these solutions… Continue Reading...

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Creating an action using a custom workflow activity
Mar13

Creating an action using a custom workflow activity

Hello; Today we’re going to be starting a series that will lead us into PowerApps. This is part one and it’s walks through creating a custom workflow activity, then inserting into a custom action in a v9 environment. The business requirement for this post is to have an action that is able to activate/deactivate a process. Custom Workflow Activity Microsoft provides a very extensively list of… Continue Reading...

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North52 Quick Button Application
Feb16

North52 Quick Button Application

North52 Quick Button Application Another soluton I love form N52 is the quick button application where you can adda webresource button to a form to trigger many and varied commands .We have all a seen a custom Webresource button on a form which calls a custom bit of JavaScript to perform a specific function or run a on demand workflow. Here I have added the button to a form to create a related child record. The requirement is that a...

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Reset Production Instance of Dynamics 365 CRM
Jun20

Reset Production Instance of Dynamics 365 CRM

Reset Production Instance of Dynamics 365 CRM – Microsoft Dynamics 365, Enterprise edition Community How to reset a production CRM Dynamics 365 instance. I needed to Reset Production Instance instance of CRM back to a fresh OOB instance removing all data and customizations. I know this is not a normal activity as why would you want to delete all the data you have and the customizations?...

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Dynamics 365 Relevance Search: Enable and Set up
Feb08

Dynamics 365 Relevance Search: Enable and Set up

Dynamics 365 Relevance Search: Enable and Set up – Microsoft Dynamics 365, Enterprise edition Community Dynamics 365 Relevance Searching is a new feature which forms part of Dynamics 356 the recent 8.2 release. This is an additional way to search through the data held across multiple entities and have the results retuned in a single list sorted by the relevance to the search...

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