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Dynamics 365 Portal – Authentication Deep Dive (Part 3) – Using the Third Party Auth Providers about 2 months ago

In the previous post, we have discussed how to configure Azure AD B2C using the Open ID Connect method. One of the challenges that I had in my past experience is that the client has a strict requireme

https://andz88.wordpress.com/2019/07/18/dynamics-365-portal-authentication-deep-dive-part-3-using-the-third-party-auth-providers/

Dynamics 365 Portal – Authentication Deep Dive (Part 2) – Using the Microsoft Azure AD about 3 months ago

The second part of the series of the blog post is to leverage the Microsoft Azure AD capability to deliver the authentication capability for the Dynamics 365 Portal. There are 2 parts of the Azure AD

https://andz88.wordpress.com/2019/06/03/dynamics-365-portal-authentication-deep-dive-part-2-using-the-microsoft-azure-ad/

Dynamics 365 Portal – Authentication Series (Part 1) – The Basics about 5 months ago

I’ve been recently deployed a quite complex Dynamics 365 portal solution involving a custom authentication provider and other features such as Power BI Embedded and SharePoint integration. In this ser

https://andz88.wordpress.com/2019/04/04/dynamics-365-portal-authentication-series-part-1-the-basics/

Update to the Unified Interface in the October 2018 Release about 1 years ago

Microsoft product team just shared the latest update for Unified Interface in the October 2018 release. This is important especially for those who have started embracing Unifed Interface in their orga

https://andz88.wordpress.com/2018/09/07/update-to-the-unified-interface-in-the-october-2018-release/

Leveraging Microsoft Flow to be your API Engine – Low Code Approach about 1 years ago

Recently I’ve been experimenting with Microsoft Flow and its counterpart, Logic Apps. A thing that I noticed could become a game changer in designing a business solution these days is that Micro

https://andz88.wordpress.com/2018/09/03/leveraging-microsoft-flow-to-be-your-api-engine-low-code-approach/

Business Apps. October ’18 Release Highlights about 1 years ago

Microsoft just announced the October’18 Release Notes from the last week’s Business Application Summit conference at Seattle. The first question that might come up is: Why October, aren

https://andz88.wordpress.com/2018/07/30/business-apps-october-18-release-highlights/

Troubleshooting: “There is no active transaction” Error. about 1 years ago

Today I encountered a very weird error when I’m working with my team to create a very simple workflow, on a status update, if the status is equal to a specific status, create a task that is assi

https://andz88.wordpress.com/2018/07/23/troubleshooting-there-is-no-active-transaction-error/

TIL: Do not use ExecuteMultipleRequest in Dynamics 365 Plugins/CWA about 1 years ago

Today I learned a new thing about ExecuteMultipleRequest within Dynamics 365 plugins and/or custom workflow activities. The following article: https://docs.microsoft.com/en-us/dynamics365/customer-eng

https://andz88.wordpress.com/2018/06/27/til-do-not-use-executemultiplerequest-in-dynamics-365-plugins-cwa/

Microsoft Flow: Creating Dynamics 365 Scheduled Report – Low Code Approach about 1 years ago

Recently I’ve been exploring the power of Microsoft Business Application Platform. One of the most common requirements that I think we can solve in the Low Code Approach is the scheduled report.

https://andz88.wordpress.com/2018/06/19/microsoft-flow-creating-dynamics-365-scheduled-report-low-code-approach/

Gotcha: Don’t Use Nested Security Group about 1 years ago

Some time ago, I published a blog post about a tip about using Security Group in Dynamics 365 Online Deployment. And I’ve got a feedback from one of my colleagues where the security group is not

https://andz88.wordpress.com/2018/05/17/gotcha-dont-use-nested-security-group/

Dynamics 365 Online Deployment Tips: Set Your Security Group! about 1 years ago

The feature of Security Group in the Dynamics 365 Online deployment has been there for a while. However, I often find either people do not understand it correctly or this feature is not being consider

https://andz88.wordpress.com/2018/02/07/dynamics-365-online-deployment-tips-set-your-security-group/

FetchXML Trick – Cross Entity Criteria in a Group Filter about 1 years ago

Recently, I had a tricky question: Can you create a view that is displaying records that are either owned by a team or the users that are a member of that particular team. EDIT: Jonas Rapp provides a

https://andz88.wordpress.com/2018/01/24/fetchxml-trick-cross-entity-criteria-in-a-group-filter/

Dynamics 365 Portal – When the Custom CSS won’t load. about 1 years ago

Recently, I’m working on a demo that I need to skin the Dynamics 365 portal to have a look and feel based on the client’s theme. One of the pages is the dashboard/landing page that showing

https://andz88.wordpress.com/2018/01/09/dynamics-365-portal-when-the-custom-css-wont-load/

Just Some Tips Working with Virtual Entities about 1 years ago

Recently I spent some time working on Virtual Entities, one of the new features in Dynamics 365 v9.0. To learn more about Virtual Entities, you can read the official documentation here and how to set

https://andz88.wordpress.com/2017/11/27/just-some-tips-working-with-virtual-entities/

Dynamics 365 v9.0 Hidden Gems – #2 Configurations for a better UX about 1 years ago

I’m continuing the hidden gems series of the Dynamics 365 v9.0. Today’s topic is about the UI/UX Configuration that is introduced in the Dynamics 365 v9.0. This is not about the “Hub

https://andz88.wordpress.com/2017/10/27/dynamics-365-v9-0-hidden-gems-2-configurations-for-a-better-ux/

Dynamics 365 v9.0 Hidden Gems – #1 Autonumber about 1 years ago

The Dynamics 365 v9.0 for the online deployment has become available since a few days ago. I believe we are all excited with this new release. There are major improvements in a lot of areas such as th

https://andz88.wordpress.com/2017/10/12/dynamics-365-v9-0-hidden-gems-1-autonumber/

Hide the Dynamics 365 script error pop-ups about 2 years ago

A colleague of mine recently mentioned that one of our clients is complaining about the script errors that keep pop-ing up. It happens even on a new sandbox instance. This issue seems to be a classic

https://andz88.wordpress.com/2017/08/28/hide-the-dynamics-365-script-error-pop-ups/

What matters with the Dynamics 365 v9.0 about 2 years ago

A quick disclaimer: this article is based on the preview program where the actual might differs. Last week, I spent some more time watching again the recording of the Executive Briefing for Dynamics 3

https://andz88.wordpress.com/2017/07/04/what-matters-with-the-dynamics-365-v9-0/

Microsoft Teams: Tips to Change Date/Time Format about 2 years ago

We, at Barhead has just started our Microsoft Teams journey earlier this month. One thing that we noticed is that by default of standard installation every date/time formatting are in US format. Below

https://andz88.wordpress.com/2017/04/20/microsoft-teams-tips-to-change-datetime-format/

Tips to Prepare for the Dynamics 365 exam – MB2-717: Sales about 2 years ago

Today, I passed the Microsoft Dynamics 365 for Sales exam (MB2-717). So, I just would like to share the preparation tips that I’ve done to get this certification nailed down. I came from technical bac

https://andz88.wordpress.com/2017/04/19/tips-to-prepare-for-the-dynamics-365-exam-mb2-717-sales/

Melbourne Dynamics 365 User Group YouTube Channel about 2 years ago

After a few weeks of planning, from the UG Committee, we are pleased to have our Melbourne Dynamics 365 User Group YouTube channel up and running. Special thanks to Sahan Wijayasekera who recorded and

https://andz88.wordpress.com/2017/04/18/melbourne-dynamics-365-user-group-youtube-channel/

Tips to prepare for the Dynamics 365 exam – MB2-716: Customization and Configuration about 2 years ago

Recently I passed the Microsoft Dynamics 365 exam on Customization & Configuration (MB2-716). I just would like to share the preparation tips that I’ve done to get this certification nailed

https://andz88.wordpress.com/2017/04/03/tips-to-prepare-for-the-dynamics-365-exam-mb2-716-customization-and-configuration/

Managing Dynamics 365 Online Encryption Key about 2 years ago

Today, when I navigate to edit one of the Dynamics 365 Online instances, I just noticed a new section that is available on my trial instance: “database encryption settings” So, what can yo

https://andz88.wordpress.com/2017/03/29/managing-dynamics-365-online-encryption-key/

Dynamics 365 PSA – I can’t see WBS? What’s wrong with my security role? about 2 years ago

This is another finding from deploying Dynamics 365 PSA. So, during the testing phase, I noticed the test user account could not see WBS link under project entity. The copied security role assigned to

https://andz88.wordpress.com/2017/03/02/dynamics-365-psa-i-cant-see-wbs-whats-wrong-with-my-security-role/

Lesson Learned from PSA Deployment about 2 years ago

Currently I’m in a project where our team is going to roll out Dynamics 365 Project Service Automation for one of our customers. Throughout the project, we’ve learned a lot about this new

https://andz88.wordpress.com/2017/02/28/lesson-learned-from-psa-deployment/

iOS Outlook Add-ins is now available! about 2 years ago

Last week I posted my gotcha around Dynamics 365 Outlook App. This weekend I noticed a notification on my phone to update the Outlook app to the latest version. What surprises me is the availability o

https://andz88.wordpress.com/2017/02/04/ios-outlook-add-ins-is-now-available/

Gotchas on Dynamics 365 Outlook App Deployment about 2 years ago

Microsoft Dynamics 365 has a shiny new Outlook App. In this post, I won’t discuss the functionality of this Outlook App (for the information about functionality, please use the following article: http

https://andz88.wordpress.com/2017/01/27/gotchas-on-dynamics-365-outlook-app-deployment/

Editing Sitemap in Dynamics 365 about 2 years ago

Prior to the release of Dynamics 365, we are helped a lot by XrmToolbox to edit the sitemap without the need of editing the sitemap XML manually. However, with the release of Dynamics 365, it seems th

https://andz88.wordpress.com/2017/01/18/editing-sitemap-in-dynamics-365/

Dynamics 365 (On-Premises) Is Released about 2 years ago

It seems the wait is over for CRM On-Premise customers to get the latest update of Dynamics 365 (Re-branding seems to cause confusions to some of us). Download link: https://www.microsoft.com/en-us/do

https://andz88.wordpress.com/2016/12/20/dynamics-365-on-premises-is-released/

When Case Routing is not Working, Check the Team Security Role about 2 years ago

Recently I worked on a demo to showcase Dynamics 365 Service (case management) capability. One of the feature that I would like to show is the case routing functionality. I’ve created a simple r

https://andz88.wordpress.com/2016/11/24/when-case-routing-is-not-working-check-the-team-security-role/

CRM Chat Bot: Part 4 – Deployment & Action! about 2 years ago

In the previous part of this series, we have seen the sample implementation and how the code is running against a CRM Online instance. In this post I will show on how to deploy the chat bot to the sup

https://andz88.wordpress.com/2016/10/12/crm-chat-bot-part-4-deployment-action/

CRM Chat Bot: Part 3 – Development Deep Dive + Integration To Dynamics CRM about 2 years ago

In the part 2 of the series, we have discussed on the concept of how the Bot Framework library is used to assist us building conversational bot. As promised in the previous post, I’m going to sh

https://andz88.wordpress.com/2016/10/11/crm-chat-bot-part-3-microsoft-bot-framework-sample-codes/

CRM Chat Bot: Part 2 – Microsoft Bot Framework Development Concept about 3 years ago

In the Part 1 of this series we have explored on how to configure the development environment and run the Bot Framework template to get the “Hello World” kind of reply from the Bot. Now in this part,

https://andz88.wordpress.com/2016/09/13/crm-chat-bot-part-2-microsoft-bot-framework-development-concept/

CRM Chat Bot: Part 1 – Getting Started with Microsoft Bot Framework about 3 years ago

Microsoft quite recently announced the Microsoft Bot Framework on Build Conference 2016. Below is the overview of the vision of Bot Framework from Microsoft: The Microsoft Bot Framework provides every

https://andz88.wordpress.com/2016/09/05/crm-chat-bot-part-1-getting-started-with-microsoft-bot-framework/

CRM Ideas, Let your ideas listened about 3 years ago

Microsoft just announced CRM Ideas portal: https://crmideas.dynamics.com/ideas/. Previously the way we submit our feedback/ideas is through Microsoft Connect: https://connect.microsoft.com/dynamicssug

https://andz88.wordpress.com/2016/07/27/crm-ideas-let-your-ideas-listened/

Ribbon Workbench 2016 beta on XrmToolBox about 3 years ago

I just recently re-opened my XrmToolBox to do some Sitemap modification and found out some new plugins are available on the XrmToolBox plugin store. One of it is Ribbon Workbench 2016 beta by Scott Du

https://andz88.wordpress.com/2016/06/27/ribbon-workbench-2016-beta-on-xrmtoolbox/

Gotcha Working with Dynamics CRM Web API: Grammar.. about 3 years ago

Microsoft has suggested developers to start using the new Web API to develop new custom development. As they are planning to deprecate the 2011 endpoints sometime after CRM version 9 (We are on versio

https://andz88.wordpress.com/2016/06/09/gotcha-working-with-dynamics-crm-web-api-grammar/

Dynamics CRM Online 2016 Update 1 is Up! about 3 years ago

I just recently spun up a new trial instance for practice purpose and noticed a slight difference on the notification bar. Out of curiosity I checked the CRM version, and… My new trial instance

https://andz88.wordpress.com/2016/05/04/dynamics-crm-online-2016-update-1-is-up/

CRM Online diagnostic with SaRA (Support and Recovery Assistant) about 3 years ago

The CRM Support team recently released a new tool to diagnose Dynamics CRM Online connectivity issue. The initial CRM Online scenario is for CRM Outlook Client configuration issues.  This diagnostic c

https://andz88.wordpress.com/2016/05/04/crm-online-diagnostic-with-sara-support-and-recovery-assistant/

Json2csharp Converter about 3 years ago

With the recent updates of Web API in Dynamics CRM 2016 it seems like this RESTful API will be the future of Dynamics CRM API. One of the drawback of REST API is the absence of the service client crea

https://andz88.wordpress.com/2016/04/13/json2csharp-converter/

CRM Online: Service Health Per Instance about 3 years ago

This is a quick post. As recently I just registered for a new CRM Online trial instance for customer demo. I just noticed that there is a new tab called “Service Health” under the CRM Onli

https://andz88.wordpress.com/2016/04/08/crm-online-service-health-per-instance/

Workaround for XrmToolBox (v1.2016.2.28) Connecting to CRM Online with Multiple Instances about 3 years ago

XrmToolBox by Tanguy Touzard is my go to tool for lots of Dynamics CRM related productivity. It comes with lots of plugins that is an accumulative effort of the Dynamics CRM community. Recently I̵

https://andz88.wordpress.com/2016/03/16/workaround-for-xrmtoolbox-v1-2016-2-28-connecting-to-crm-online-with-multiple-instances/

Extending CRM Online Trial Without Support Ticket about 3 years ago

I recently found out that there is a way to extend the Dynamics CRM trial instance for another 30 days without the need of logging a support ticket. On your Office 365 Admin Portal (https://portal.off

https://andz88.wordpress.com/2016/02/08/extending-crm-online-trial-without-support-ticket/

Dynamics CRM 2016 Solution: Flexibility in adding your existing entity! about 3 years ago

Dynamics CRM 2016 comes with enhancement to the solution mechanism. The most favourite part of it is the patching and cloning, for more information about this, you can see Magnetism Team blog’s 

https://andz88.wordpress.com/2016/01/13/dynamics-crm-2016-solution-flexibility-in-adding-your-existing-entity/

Be Careful with Minified Javascript with CRM 2015 Mobile App about 3 years ago

Recently myself and my team are troubleshooting an issue with the CRM mobile app. The issue is that when the mobile app is trying to connect and getting the latest metadata it always stuck and fails a

https://andz88.wordpress.com/2016/01/11/be-careful-with-minified-javascript-with-crm-2015-mobile-app/

Theming in Dynamics CRM: Doing It Right about 3 years ago

Dynamics CRM 2015 Online Update 1 (7.1.0) comes with the new feature that allows to apply theme and provide your Dynamics CRM application with branding capabilities and adding a sense of CRM applicati

https://andz88.wordpress.com/2015/12/09/theming-in-dynamics-crm-doing-it-right/

CRM Online Trial Setup – Today’s Update about 3 years ago

A couple months ago Jerry Weinstock pointed out in his Tip of The Day post regarding the new trial setup experience. It is just in matter of couple months away from that post being published, we can s

https://andz88.wordpress.com/2015/12/09/crm-online-trial-setup-todays-update/

Quick Tips: Safe Guard Your CRM Online Production Deployment! about 3 years ago

Dynamics CRM Online came up with Sandbox functionality (ref: https://technet.microsoft.com/en-us/library/dn659833.aspx) that provides separate instance for development/testing purpose. Sandbox instanc

https://andz88.wordpress.com/2015/11/23/quick-tips-safe-guard-your-crm-online-production-deployment/


Automatic Case Creation Gotcha: Keep the predefined fields as it is. about 3 years ago

Recently I’m working in a CRM Online environment with CRM 2015 Update 1. One of the use case that I’m working on is Email to Case. I read through the article from Microsoft to get this fun

https://andz88.wordpress.com/2015/10/29/automatic-case-creation-gotcha-keep-the-predefined-fields-as-it-is/