Moving Custom Report Categories – Best Practices
Microsoft Dynamics 365 offers a flexible reporting solution that uses SQL Server Reporting Services to allow users and solution...
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- Aug 7, 2020
- 4 min
Azure Stream Analytics for Real-Time Fraud Detection
Azure Stream Analytics; fraud; sql; logic apps; machine learning
583 views0 comments
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- Apr 13, 2020
- 3 min
Optimizing Dynamics 365 Localization with Microsoft Translator Text API
Optimizing Dynamics 365 Localization with Microsoft Translator Text API
595 views0 comments
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- Jan 26, 2020
- 4 min
Using Power Virtual Agent Bots with Microsoft Portal
Using Power Virtual Agent Bots with Microsoft Portal
827 views0 comments
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- Dec 28, 2019
- 2 min
Custom Hyperlinks in Dynamics 365 Portals
Custom Hyperlinks in Dynamics 365 Portals via JavaScript
1,883 views0 comments
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- Sep 4, 2019
- 3 min
Use Azure Machine Learning for Spam Detection in Email to Case process in Dynamics 365
Azure AI - Machine Learning helps to automate spam detection in email to case process using text classification
236 views0 comments
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- Aug 5, 2019
- 3 min
How to update existing records with the Dynamics 365 Import wizard
update dynamics 365 CRM record using data import wizard
5,142 views0 comments
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- Apr 1, 2019
- 4 min
Use device camera on Dynamics 365 forms: capture photo, store and use it in a document template
Why bother? Dynamics 365 forms do not support camera controls, and only allows a single image associated with a record. The only way to...
1,412 views0 comments
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- Feb 15, 2019
- 5 min
Migrate Legacy System Data to Dynamics 365: automate schema and integration flows creation
Microsoft’s Dynamics 365 platform is widely used to implement complex and diverse line-of-business systems. Many of these implementations...
667 views0 comments
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- Jan 22, 2019
- 1 min
Getting option set data in Power BI from Dynamics 365
Are you getting a code such as 1000000001, 100000004, or 1000000006 from the option set field data in Power BI when querying Dynamics...
4,029 views1 comment
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- Jan 11, 2019
- 4 min
Dynamics Reporting: Get Images Using FetchXML
As more and more organizations deploy to the cloud, FetchXML becomes the primary query method for Dynamics 365 Reports as Microsoft does...
2,255 views1 comment
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- Jan 2, 2019
- 5 min
Customize Dynamics Portals Navigation
Recently, a customer identified a need for custom navigation in the Dynamics Portal to allow end users to apply for state programs using...
1,431 views0 comments
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- Dec 21, 2018
- 3 min
Mass Update using D365 Import Tools
You imported thousands of records into Dynamics 365 based on your customer’s needs and goals, and data provided. Since then, the customer...
247 views0 comments
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- Dec 10, 2018
- 5 min
BPFs on steroids – using Business Process Flows to implement a fully guided lifecycle of a record
We are all familiar with Business Process Flows (BPF) in Dynamics 365 – they’ve been around for a while. The set of chevrons at the top...
615 views0 comments
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- Dec 4, 2018
- 2 min
Adding font and icon file types to CRM
Recently, a Dynamics CRM 2016 client wanted their custom HTML web resource to have the look and feel of one of their websites. The...
585 views0 comments
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- Dec 4, 2018
- 1 min
Resetting & Copying Button Commands in CRM
Recently, a customer set forth an initiative to "clean up" the entity ribbons in their Dynamics CRM 2016 instance. By this, they meant...
476 views0 comments
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- Nov 9, 2018
- 1 min
Access Denied whilst publishing a solution or Access denied Ribbon Workbench
Did you get an Access Denied message while publishing a solution? The problem is likely the Async service account. If the service...
850 views0 comments
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- Nov 6, 2018
- 1 min
Configure Outlook on the web (OWA) to track emails in Dynamics 365
Your Outlook on the web looks like this - no "D" icon on the top right when an email is selected. Follow the steps below to start...
1,183 views0 comments
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- Nov 6, 2018
- 1 min
How to modify a navigation label in Dynamics
Follow the steps below to customize your Microsoft Dynamics 365 navigation menu. Go to settings/customizations. Find the name under...
122 views0 comments
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- Nov 5, 2018
- 1 min
Enable CAPTCHA for an Anonymous Portal
Issue You need to turn CAPTCHA on for an anonymous form in the Dynamics Portal. Background You are receiving a LOT of SPAM because your...
1,344 views0 comments
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