I was given the task of creating a proof of concept to see if we could generate a zoom meeting url inside dynamics 365. From time to time you are given a project which you’ve not worked on for a while, i.e. writing and working with plugins, – and this was exactly that! It’s been […]
In this blog post i’m going to explain how to update a custom hubspot field for a contact when you’ve been given a new dataset from Bob in order to keep your crm data up to date and complete. This method makes use of excel and it’s related Concat and VLookup functions to marry up […]
Background So I had a client that was using Dynamics 365 CRM to handle lead management. They received leads from many channels which they manually entered into the CRM. However, due to an increase in web leads coming in, entering these in was taking up substantial time which could have been easily automated. The client […]
Requirement The requirement that landed into my inbox went like this ‘Mitesh, we are going to be in the shit come January 2020 when Microsoft make it mandatory that we increase our security levels as a csp so people that connect into our tenant MUST authenticate via modern auth. However, we’ve got an old in-house […]
In the year of 2007 – 7 years into my career as a software developer, the bad working habits often associated with developers, finally caught up with me which resulted in a slipped disc in my lower back, L5/S1. After a few years of pain and struggle I was able to get onto the rehabilitation […]
This is Part 2 of 2 of the Dynamics Solution Installer App series. So if you are following along, you will remember the original requirements for this application, ie. to create a really simple way that anyone in the business could setup a dynamics 365 custom solution for a customer. Here’s Part 1 incase you […]
My employer wanted the ability to deploy a custom cut down version of our dynamics 365 solution with ease including the importing of Accounts & Contacts when a customer signed up for dynamics 365. The idea behind this was that anyone in the application support team could setup a customer’s dynamics 365 solution without having […]
Problem A Dynamics 365 Portal was required to serve various applications and information to logged in partners. The requirements for this project was to setup a portal which would expose customer information held in the back-end dynamics365 account entities. Solution A dynamics 365 web portal was built up using the in built web templates / […]
Problem We had a client that required the ability to import products to the Quote Entity which was stored externally outside of Dynamics365 in an Azure SQL Server database. This would allow them to continue the quoting process using the CRM and Quoting system in Dynamics. Solution In order to achieve the above requirement, a […]
This is the third post in the series of how to setup an electronics forms system to reduce costs and improve efficiency by using an android or iPad based workflow. If you haven’t read the previous two posts you can check them out here: Reducing Costs & Improving Efficiency Using A Mobile Workflow (Part 1) […]