Update a User’s Business Unit and retain their Security Roles – Ryan Maclean
Feb15

Update a User’s Business Unit and retain their Security Roles – Ryan Maclean

If you have ever had to change the Business Unit of a User then you will know that the change causes their security roles to be dropped, so you need to ensure the security roles are reassigned. This is mildly frustrating when you have one or two Users to update, but what happens when you have to update all Users in your organisation? I recently encountered a scenario where the… Continue Reading ryannipper’s Article on...

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Postcode Region Mapping via Workflow – Ryan Maclean
Feb03

Postcode Region Mapping via Workflow – Ryan Maclean

I recently delivered a session at Dynamics 365 Saturday Scotland covering some advanced functionality you can implement in your Dynamics 365 environment using free custom workflow activities. To read my thoughts on #D365SatSco and how amazing it was, see the article I posted on LinkedIn One of the scenarios I covered in my session was looking at how we can carry out regional analysis… Continue Reading ryannipper’s Article...

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Custom Rollup fields – Ryan Maclean
Jan04

Custom Rollup fields – Ryan Maclean

Microsoft introduced Rollup Fields to the Dynamics CRM platform in 2015, and this added significant positive functionality to the platform. Rollup fields contain aggregated values that have been calculated from child records for a parent record. Typical examples of this would be total value of Open Opportunities for an Account, or the total number of Emails received for a Contact. Whilst… Continue Reading ryannipper’s...

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Excel Project Plan – Ryan Maclean
Nov02

Excel Project Plan – Ryan Maclean

This isn’t strictly a CRM/D365 post, but I think it could provide some assistance for planning CRM related projects, so I thought I’d share. Any good CRM project, whether that be a new deployment or a small change, requires planning to ensure it is effective; the 5 P’s cliché “Proper Preparation Prevents Poor Performance” exists for a reason.  I am aware that plenty of people use… Continue Reading ryannipper’s Article on...

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Setting a Lookup from a Workflow – Ryan Maclean
Oct29

Setting a Lookup from a Workflow – Ryan Maclean

One of the limitations of the workflow engine that I have found frustrating for a long time is the inability to dynamically set lookup fields based on the output of a FetchXML query, however I no longer have to worry as Alex Shlega has provided the answer to my problems with his TCS Tools Solution I’ve used this tool for a few solutions in my environment and, after discussion with my good… Continue Reading ryannipper’s...

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CRM Development – As easy as making a cup of tea? – Ryan Maclean
Jul12

CRM Development – As easy as making a cup of tea? – Ryan Maclean

Last weekend I attended the Dynamics 365 Saturday Summer Bootcamp in London; this was a great event full of opportunities to network, engage and learn, and I am very grateful to the organisers for putting on the event.  Whilst at the event I was speaking to someone who told me that he was currently working as a business analyst but was considering training to become a CRM Functional… Continue Reading ryannipper’s Article...

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Designing CRM Forms for User Experience – Ryan Maclean
Jul06
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Update an Account in CRM with the latest Stock Price using North52 – Ryan Maclean
Jun19
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Long Date Formatting for Date fields – A Different Way – Ryan Maclean
Jun14
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CRM Power Pane – Review – Ryan Maclean
May24
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Add Team Members to another Team – Ryan Maclean
May21
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Customisation Tips – Entities – Ryan Maclean
May18
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Customisation Tips – Solution Management – Ryan Maclean
May17
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Advanced Multiselect for Dynamics – Review – Ryan Maclean
May14
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Clone a Record with a Notification Message – Ryan Maclean
May11
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Multi Select Checkboxes – Ryan Maclean
May03
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Adding a missing column to an Excel Template – Ryan Maclean
Jun28
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