Many ASP.Net Websites use Viewstate to exchange the state of controls on a Page between the Client and the Server, as this works to build web applications that retain the concept of state-fullness or the user’s current page-state between Postbacks into what is the fundamental stateless nature of the web. Viewstate is then posted back from the client to the server within the body of the page, employing a simple hidden <input> tag to transmit…

When working with an Internet Facing Deployment of Dynamics CRM – we can often receive the ‘Your session has expired, please log in again’ message after a short period of working within the system. This can be frustrating for the end-user, as this message can appear after a period of inactivity or worse during the middle of working within CRM. Thankfully this Session Timeout is a setting which we can configure as part of our…

When we want to retrieve multiple records back from CRM using the Webservice API, we use a Query Expression object in the code to define the Entity, Records and Columns we want to retrieve back from CRM. This Query Expression is declared like any other object in our Plugin Code or Page Code-behind, and so defined in code to build our Query – this is then passed to the Retrieve Multiple method of the CRM…

When we work on a Project or Client Engagement, we will often want to define a group of Team Members that need to collaborate on the Project and be kept up to date for Documents, Updates and Notifications – this can be for a temporary working team to achieve a particular outcome (such as a Sales Team for an Opportunity), or a Client Team that may be working on a key account for months or…

Step 1 – Creating a New Azure AD B2C Tenant is to ensure we have a new B2C Tenant ready to plug into our Portals. We do this by logging into the Azure Portal HERE: https://portal.azure.com/ Within the Portal we then navigate into Azure Active Directory, this will present a view similar to the below: Initially, this will typically show our internal Active Directory as our authentication network in the cloud. Step 2 – If we…

Dynamics 365 as Microsoft’s CRM Platform has always had a flexible Database Structure, allowing us to add new Fields, Entities and Forms through a simple user interface. This is crucial to CRM as every business has its own requirements for how it tracks common Sales, Service and Marketing concepts – particularly as different businesses have different Sales Stages and Processes. But we can and do use CRM to track whole new concepts outside of the…

This is a feature that Microsoft began rolling out last year and is extremely useful for understanding Dynamics and Database Structures – but the challenge with features in the Cloud is keeping up with new functionality or options that are sent to us ‘down the pipe,’ so it is good to get this knowledge shared more widely. To that end, this article will demonstrate how to connect SQL Management Studio to a Dynamics or Power…

Dynamics 365 offers a full suite of Marketing functionality via the Marketing 1st Party App, however if we are using Sales or Service, we can still use Quick Campaigns to send out a set of Emails as a mass communication. If we use Email as the example media we want to use, then we start with an Email Template. We can create a new Email Template from Advanced Settings –> Templates –> Email Templates – this will show…

Prior to CRM 2011, one of the most requested developments was the ability to lock a particular user or group of users from a particular field. To combat this requirement, Microsoft introduced true Field Level Security back with CRM 2011 and this has since formed part of the core platform in CRM 2013, 2015 and now 2016. Business Scenario We want to prevent certain users to view a Company’s Billing Addresses but be prevented from…