• Adoxio Supports Portal Technology Throughout Product Lifecycle

    Like many companies, part of our sales strategy is to respond to RFPs, and one of the recurring questions is, “What happens to us if your company/product is bought/sold?”. Adoxio has a great answer to this - we are a case study for how to support clients all the way through the product lifecycle, whether we own it or not.

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  • Regulate 365 Day In The Life

    Many regulatory organizations still have applicants fill out and submit paper forms at a general collection point, which are then manually sorted and distributed to the appropriate department. With all the licenses and applications that now govern society, how is it that the technology supporting this entire industry has not evolved with the times?

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  • Regulate Pain Points

    For those who work in regulated fields, the pain of obtaining a license through an agency is all too familiar. The long lines, the endless forms, and the total black hole of information while waiting for approval or rejection make for a difficult, hard to navigate experience for applicants. It’s also a terrible process for those who actually handle license and permit applications – the regulatory employees. On the other side of the counter, employees deal with an application management process that has not advanced much in the last 20 years.  Let’s look at three factors that make life more painful for regulatory employees: disparate systems, repetitive tasks, and dealing with complaints from the public.

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  • Dynamics 365 portal ACE Editor Enhancements

    Web templates are extensively used to render web pages for Dynamics 365 Portals. They make use of an ACE editor that allows users to write the necessary code to display data using Liquid and to control the appearance and behavior of html elements with CSS and JavaScript.

    The ACE editor used by web templates does the job, but for a tool that is being used as frequently, it could use some modifications to provide a better user experience.

    The Enhancements made to the ACE editor that we describe in this article try to improve its user interface with two main goals in mind: 1.Increase the area used for writing code and 2.provide a customizable and personalized color scheme.

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  • Dynamics 365 Portals: Create new entity record from within Lookups

    If you have used Dynamics 365 you must be familiar with the + New button on the lookup. This enables the user to create a new item instead of selecting an existing one.

    This feature has been a frequent ask for Dynamics 365 Portals. The good news is that this functionality was added by the product team a few releases back. The bad news is that it is only partially done.

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  • Integration with Microsoft Dynamics 365 using Azure Logic App Service

    In this post I’ll discuss Data Integration using Azure Logic App Service, we will create a Logic app that gets triggered when a case is created in Dynamics 365 and inturns creates a work item in Visual Studio Team services for the team to work on.

    Logic App workflow is built using series of actions and Connectors, and has its own JSON based workflow definition schema, for details refer to my blog on The Basics of Azure Logic Apps Schema and Codeview editing

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  • Basics of Azure Logic Apps Schema and Codeview editing

    Integrations using Logic App could be a fun exercise. Logic App provides a visual designer to model and automates your workflow process as a series of steps called as workflow designer UI,  for complex requirement Code view comes handy. In this blog, I will talk about the structure of logic app definition.

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  • Microsoft Dynamics 365 & Integrations

    In today’s business, it’s key to have Unified systems and processes. Often businesses struggle to integrate enterprise data across their ever-growing number of applications and systems, resulting in applications which are meant to help but actually harm productivity.

    Disconnected systems often overload employees with much of the painstaking work of searching data, data entry, data processing, and business analysis, and in some cases, data synchronization is manual and the onus of data integrity across systems will fall to employees.

    When businesses invest in digital transformation projects to improve efficiency and gain a competitive edge, they have to plan on how new systems and apps will interact with each other. Burdening their employees with the task of manually migrating data between various systems easily counteracts any ROI.

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  • Microsoft Dynamics 365 Connector for Logic App gets an update

    Last week Microsoft released an update for Dynamics 365 Connector for Logic App, there are few long-awaited features in this update which I am excited about.

    With this update Microsoft have added support for option sets being exposed as strings in the response, this used to be a challenge earlier as Optionset value and mapping had to be hardcoded in the Logic app or Azure Functions.

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  • Challenges with Dynamics 365 Operations (Dynamics AX) OData Calls

    While working with an Azure Logic Applications for a batch job process I ran into an issue that I could not find online support for. Through a Microsoft support case I received a swift response that I was surprised I could not find online.

    The project dealt with synchronizing Dynamics 365 CRM/CE data to Dynamics 365 Operations (formerly known as Dynamics AX).  Adoxio often uses Azure Logic Apps for integration scenarios and with its array of connectors as well as the raw HTTP connector as a power tool to quickly build out integrations in a modern server less environment. 

    In order to setup the integration with Dynamics 365 Operations, the HTTP connector was chosen to provide robust configuration over the built-in Dynamics 365 Operations connector.  As such it required examples of making a query on a single record in Dynamics 365 Operations, OData Feed.  In this case, this was needed in order to issue a DELETE HTTP request to the Dynamics 365 Operations site in multiple actions in the Azure Logic Applications.

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