The Issue:Recently, I created a Workflow that set a User lookup field on a record and sends an email to a contact. In this email the updated field is used in two different ways; the first is by accessing it directly from the Case - this gives the ...
We recently used Azure AD B2C to handle the Sign-In and Sign-Up functionality for a Dynamics 365 Portal. We ran into an issue with the Sign-Up page where a Portal User would fill in all their details, but their account would not be fully created.W...
If you’re a Dynamics 365 Developer like me and frequently use the XrmToolBox, you’ll have noticed that the Plugin Registration tool recently stopped working with the Dynamics 365 Environment has the 2020 Wave 1 update. On load of the Plugin Regist...
A few months ago, I thought the greatest threat to our jobs would be Artificial Intelligence and not a tiny virus but then I thought, this too shall pass however AI will not.Every day AI is becoming more incorporated into our daily lives, it sugge...
When creating a PCF control for Dynamics 365, we have several types of properties that we can add to our control as input parameters. These can be bound to a field in Dynamics 365 or configured as just a static input which is configured at the con...
When merging records in Dynamics 365, all lookups referencing the deactivated record will be replaced with the master record. For example: there is a Case for managing merged Accounts and you need to keep the original Account look up reference aft...
In one of my previous blogs, I raved about how much I loved the new D365 Unified Interface (which I still do!) and now I’ve found something I love again. This time it’s Microsoft To-Do. After getting my Windows 10 update fixed recently, the first ...
In a previous blog post, I talked about how to connect to the Dynamics 365 SDK with the new XrmTooling nuget package, and stepped through the best way to connect using an Azure App Registration with Client ID and Secret.In this blog post I’m going...