InfoStrat Releases New Versions of Grants Manager Plus
Dec12

InfoStrat Releases New Versions of Grants Manager Plus

This month InfoStrat released new versions and new editions of Grants Manager Plus to help grantors track the entire grant life cycle, from funding sources to awards, reporting, and closeout. This blog will feature a future post which provides detail on new features, but here are highlights: New process flows for grants which pass through to sub-recipients and those which do not Planning… Continue Reading noreply@blogger.com...

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Multiple Currency Issue in Opportunity Line Grid(Inline Edit View) on Opportunity Form – Nishant Rana’s Weblog
Dec12

Multiple Currency Issue in Opportunity Line Grid(Inline Edit View) on Opportunity Form – Nishant Rana’s Weblog

Recently, while working on qualifying lead to opportunity we faced a weird issue. We were using multiple currencies in our D365 instance AED(Base currency in our case) and Egyptian Pound. We used Egyptian Pound currency on Lead while creating. On qualifying Lead to Opportunity, we were mapping the currency of Lead to Opportunity. So, eventually, currency selected on Opportunity was Egyptian Pound and corresponding Price List was...

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Dynamics 365 – A Single ERP Solution? – Steve Mordue
Dec12

Dynamics 365 – A Single ERP Solution? – Steve Mordue

Let me caveat this post with a couple of things; first, I am not an ERP partner, so I don’t actually have a dog in this fight at the moment. Also, none of the following came from anybody at Microsoft, it is purely out of my own head and my opinions from my reading of the tea leaves as I see them. I am also sure I will piss a few people off, but that has not stopped me before. The… Continue Reading Steve Mordue MVP’s...

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CheckPrivilege failed while importing solution in Dynamics 365 CE – Nishant Rana’s Weblog
Dec12

CheckPrivilege failed while importing solution in Dynamics 365 CE – Nishant Rana’s Weblog

Recently after upgrade of our Dynamics 365 CE from 8.2 to 9.1, when the System Administrator tried importing the solution (managed), he got the below error You do not have the necessary privileges to import security roles. : Microsoft.Crm.CrmSecurityException: SecLib::CheckPrivilege failed. User: e7282250-7d82-e711-80df-1458d0431690, PrivilegeName: prvWriteRole, PrivilegeId: bd123e14-17ba-40f6-8d8b-18f4bffa7e50, Required The error...

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MB2-719 Certification: Dynamics 365 for Marketing – Subscription Centers
Dec12

MB2-719 Certification: Dynamics 365 for Marketing – Subscription Centers

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In my first post we reviewed the initial install process. Now we have a working Marketing application I plan to explain concept around subscription centers. You can see… Continue Reading Neil Parkhurst’s...

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Hosk’s recommended Dynamics 365 and other articles November 2018
Dec12

Hosk’s recommended Dynamics 365 and other articles November 2018

Quotes IT projects are not about delivering technology they are about enabling users #HoskCodeWisdom The most important thing in communication is hearing what isn’t said. – Peter F. Drucker Articles of the Month Integration of Azure machine Learning with Dynamics 365 Great Dynamics 365 articles this month {Solved} Call Web API from within a plugin in Dynamics 365 online The pains of an Microsoft Dynamics migration Dynamics 365 vs...

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How to create Queue Email Signature in D365
Dec12

How to create Queue Email Signature in D365

*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Creating email signatures for emails sent from Dynamics 365 is really straightforward for each individual user. It’s something each person has the ability to do for themselves. However, what if you are using queues for sending out… Continue Reading Megan V. Walker’s...

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Logic Apps 429 Failure calling Dynamics 365
Dec12

Logic Apps 429 Failure calling Dynamics 365

While doing some testing recently with Logic Apps I had some workflows fail with a status code of 429 when calling Dynamics 365 actions.  A 429 status code indicates that the number of API calls to Dynamics 365 in one minute has been exceeded. This post explains how you can configure the concurrency setting of a Logic Apps workflow to avoid this problem. Logic Apps is a superb cloud… Continue Reading Joe Gill’s Article on...

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Know Your Audience: The Simple Key to SharePoint Support Success
Dec11

Know Your Audience: The Simple Key to SharePoint Support Success

Sometimes in our role as Consultant, Administrator, or User Support, we go so deep in developing technical skills, that we lose perspective on softer skills that could be holding us back. Today I was reminded of one of those simple skills that it is easy to lose sight of.  We see this all the time with administrators that support solutions like SharePoint, Office 365, Power BI, Dynamics 365… Continue Reading Doug Allen’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Segments
Dec11

MB2-719 Certification: Dynamics 365 for Marketing – Segments

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In my first post we reviewed the initial install process. Now we have a working Marketing application I plan to explain concept around segments. As I often do I first… Continue Reading Neil Parkhurst’s...

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Creating Client Price Lists From A Default List
Dec11

Creating Client Price Lists From A Default List

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. An organisation using Dynamics 365/CRM and selling products or services is most likely using price lists to do so. Starting off with a default price list gives you a set of prices to generate opportunities, quotes and orders effectively. This is fine if everything you sell is the same price for each… Continue Reading Megan V. Walker’s...

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The workflow cannot be published or unpublished by someone who is not its owner error while importing solution in Dynamics 365 CE
Dec11

The workflow cannot be published or unpublished by someone who is not its owner error while importing solution in Dynamics 365 CE

Recently after upgrade of our Dynamics 365 CE from 8.2 to 9.1, when the System Administrator tried importing the solution (managed), he got the below error The workflow cannot be published or unpublished by someone who is not its owner. Error while importing workflow {ec05f40d-fd14-46ab-96b3-be1f5b108ef3} type Workflow name Marketing List – Update CT Relationship: The workflow cannot be published or unpublished by someone who is not...

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Real or self-induced? – BethB-D365.com
Dec10

Real or self-induced? – BethB-D365.com

Published by Beth B – MCT, MCSE , MCSA, MSCP Working to become a Dynamics 365 and CRM expert – North American Chair – IAMCP Women in Tech Accomplished and results-oriented senior technology leader with progressive experience and expert proficiency in presales technology, project leadership, enterprise technology solutions and business process re-engineering…. Continue Reading Beth B – MCT, MCSE , MCSA,...

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You don’t have permission to access any of the organizations in the Microsoft Dynamics CRM Online region that you specified error in USD Client Application
Dec10

You don’t have permission to access any of the organizations in the Microsoft Dynamics CRM Online region that you specified error in USD Client Application

Recently after upgrade to version 9.1 and USD 4.0, some of the users started getting the below error while trying to login into the USD Client Application. You don’t have permission to access any of the organizations in the Microsoft Dynamics CRM Online region that you specified. If you’re not sure which region your organization resides in, choose “Don’t know” for the CRM region and try again. Otherwise check with your CRM...

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MB2-719 Certification: Dynamics 365 for Marketing – Integrations
Dec10

MB2-719 Certification: Dynamics 365 for Marketing – Integrations

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I’ll look at the basic concepts connected with integration with other systems. Below, you can see the section of the skills measured statement that… Continue Reading Neil Parkhurst’s Article...

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Why avoiding being wrong is slowing your progress
Dec10

Why avoiding being wrong is slowing your progress

You got to go down a lot of wrong roads to find the right one. Bob Parsons Is your goal being right or getting to the right solution?  People go to lengths to avoid being wrong but tomorrow will it matter whose was right or who came up with the idea? Being wrong is the path to success with a detour.  We seek out when we are wrong, understand why and move on.  Our ego demands we right, our feelings hate being wrong but the quickest way...

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Exam 70-778 Revision Notes: Create and Optimise Data Models
Dec09

Exam 70-778 Revision Notes: Create and Optimise Data Models

Another week, another Power BI post This is the fifth post in my series focusing on Microsoft Exam 70-778, where I aim to provide a detailed overview and description of the skills needed to tackle the exam successfully. Last week’s post rounded off the opening theme, Consuming and Transforming Data By Using Power BI Desktop, as we focused on the options available to us to help tidy up data… Continue Reading The CRM Chap’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Track Online Behaviour
Dec09

MB2-719 Certification: Dynamics 365 for Marketing – Track Online Behaviour

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I will review the topic of tracking online behaviour. You can see below that needing to know about tracking online behaviour is referenced in the “manage… Continue Reading Neil Parkhurst’s...

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Html Webresource, Classic UI vs UCI – story of broken functionality – Andrew Butenko’s Blog
Dec07

Html Webresource, Classic UI vs UCI – story of broken functionality – Andrew Butenko’s Blog

This morning started for me from bug I found really interesting. Product (custom visualization of data we did using Html/JS webresource developed for customer) didn’t work as it should on the UCI. The same time everything worked fine on the Classic UI Client. My investigation led to scary fact – OOB Api (even in your custom Html webresource) behaves differently… Continue Reading Andrew Butenko’s Article on their...

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MB2-719 Certification: Dynamics 365 for Marketing – Data Privacy
Dec07

MB2-719 Certification: Dynamics 365 for Marketing – Data Privacy

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I’ll look at the basic concepts around data privacy. Below, you can see the section of the skills measured statement that references data privacy. It is no… Continue Reading Neil Parkhurst’s...

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Pricing Dimensions – Part II
Dec06

Pricing Dimensions – Part II

Tested on:Dynamics 365 version 9.2, PSA solution version 3.2, Unified Interface In Part I of the Pricing Dimensions article series I covered the basic idea of what MDP is and how option set based Pricing Dimensions work. Part II of the series will focus on entity based Pricing Dimensions as well as on using fields that already exist in Dynamics 365 Project Service Automation as Pricing… Continue Reading Antti Pajunen’s...

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Auto Sending Emails as Another User in Dynamics 365
Dec06

Auto Sending Emails as Another User in Dynamics 365

Workflows in Dynamics 365 can be used to send emails and even send on behalf of another user. This is used in our organization to notify teams about actions needed on their records via automatic or on-demand workflows. When you are adding this functionality, there are a few settings to keep in mind.Setting up Workflow to Send EmailCreate your workflow based on your business logic. Inside this… Continue Reading...

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MB2-719 Certification: Dynamics 365 for Marketing
Dec06

MB2-719 Certification: Dynamics 365 for Marketing

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. Here you will find links to all my posts relating to the MB2-719 exam. Note: This post is a work in progress, please check back for updates! Introduction Set up and… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Templates
Dec06

MB2-719 Certification: Dynamics 365 for Marketing – Templates

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I’ll look at the basic concepts connect with templates. Each time you create an email message, customer journey, marketing page or marketing form you will… Continue Reading Neil Parkhurst’s...

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Building XrmToolBox Tools | Futurez Consulting
Dec05

Building XrmToolBox Tools | Futurez Consulting

I have some catching up to do!  I am finally posting about my recent presentation at the DC CRMUG Chapter Meeting.  In this post, I provide a quick overview of the presentation and cover some of the base concepts in building an XrmToolBox tool. You can download a copy of my slides from the presentation here: Building XrmToolBox Tools But first, some cool stuff has been happening in… Continue Reading Jim Novak’s Article on...

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Calculate Total Tax On Opportunities, Quotes & Orders From Related Line Items
Dec05

Calculate Total Tax On Opportunities, Quotes & Orders From Related Line Items

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Some may argue (and they have! 🙂 ) that tax should never be calculated in Dynamics 365, and should only be used in a finance package. I would tend to agree from the point of view of an order/invoice, but a sales organisation using D365 is probably using the Opportunity & Quotes entity and needs to… Continue Reading Megan V....

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HowTo send record Url pointing to specific Model Driven Apps – Andrew Butenko’s Blog
Dec05

HowTo send record Url pointing to specific Model Driven Apps – Andrew Butenko’s Blog

Model Driven Apps were released as a part of 8.2 release (and were called just Apps that time). It’s really cool feature that allows you to build role-tailored applications that have functionality required for specific role. What is available through UI unfortunately is not available through workflows – there is no possibility to define specific Model Driven App when you embed URL… Continue Reading Andrew Butenko’s Article...

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Internal Training Sessions at InfoStrat
Dec04

Internal Training Sessions at InfoStrat

One of the biggest challenges for IT services companies like my company InfoStrat is to stay current with the latest product releases and to keep learning new things even while we are engaged with demanding projects on behalf of our clients. For this reason, we have created multiple ways to collaborate and share with one another.  This week we are conducting internal training sessions to… Continue Reading noreply@blogger.com...

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MB2-719 Certification: Dynamics 365 for Marketing – Settings / Quotas
Dec04

MB2-719 Certification: Dynamics 365 for Marketing – Settings / Quotas

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In my first post we reviewed the initial install process. Now we have a working Marketing application I plan to dive deeper into settings and Quotas. Below you can see… Continue Reading Neil Parkhurst’s...

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Managing Users in Dynamics 365
Dec03

Managing Users in Dynamics 365

In a recent CRMUGDC meeting Jim Novak talked about creating a new XrmToolBox tool to see users with a specific security role. This will be a helpful tool when it is ready for public use. In the mean time, you can also use Advanced Find for this. Here are some tools I use to manage my user access inside of Dynamics 365. Advanced Find for Users with a Specific Role You can build an Advanced… Continue Reading noreply@blogger.com...

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Merged vs. Child Cases – Nishant Rana’s Weblog
Dec03

Merged vs. Child Cases – Nishant Rana’s Weblog

We will go back to the basics and see one of the basic features of case entity which is confusing at times to the beginners, Merged Case vs. Child Case. What are they? Why and when to use them? Merge Case: What is Merged Case? When a case is merged, the state of the case is changed to cancelled, and the status is changed to merged. All of the open case activities, emails, and attachments that a case has are now associated with the...

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MB2-719 Certification: Dynamics 365 for Marketing, Installation
Dec03

MB2-719 Certification: Dynamics 365 for Marketing, Installation

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post we will review how to install Dynamics 365 for Marketing. Your first step is probably going to be to install the Dynamics 365 for Marketing App. This… Continue Reading Neil Parkhurst’s...

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How to Retrieve Duplicates using WebApi – Andrew Butenko’s Blog
Dec03

How to Retrieve Duplicates using WebApi – Andrew Butenko’s Blog

var contactRecord = {     “@odata.type”: “Microsoft.Dynamics.CRM.contact”,     “firstname”: “Andrew”,     “lastname”: “Butenko” };   var pagingInfo = {     “PageNumber”: 1,     “Count”: 10 };   var retrieveDuplicatesRequest = {     BusinessEntity: contactRecord,     MatchingEntityName: “contact”,     PagingInfo: pagingInfo,...

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CrmRecordId and IsNew Output in CRM/CDS Destination Component – Nishant Rana’s Weblog
Dec02

CrmRecordId and IsNew Output in CRM/CDS Destination Component – Nishant Rana’s Weblog

In CRM/CDS Destination Component of SSIS Integration toolkit we can found 2 output column as part of error handling In case of Create CrmRecordId will have the GUID of the newly created record, which could be used for any further processing IsNew will list whether this is a new record or not. Our package: – Suppose we have the following record in our source (here ID is the alternate key column used for Upsert) If all the records are...

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Exam 70-778 Revision Notes: Cleansing Data
Dec02

Exam 70-778 Revision Notes: Cleansing Data

Welcome to the third post in my series on Microsoft Exam 70-778, where I aim to provide a detailed overview and description of the skills needed to tackle the exam successfully. We saw in the previous post how we could use the Power Query Editor to perform a multitude of different transformations against data sources; this will now be taken further, as we start to look at how to ensure optimal… Continue Reading The CRM...

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MB2-719 Certification: Dynamics 365 for Marketing, Introduction
Dec02

MB2-719 Certification: Dynamics 365 for Marketing, Introduction

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. The Dynamics 365 for Marketing Application is relatively new but is already establishing itself as an important tool to help marketing teams create automated… Continue Reading Neil Parkhurst’s Article on...

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Develop 1 Limited Blog | Development Tools? You don’t always need a UI!
Dec02

Develop 1 Limited Blog | Development Tools? You don’t always need a UI!

One of the most underused tools in Dynamics and CDS development teams the myriad of those available is the Microsoft.Xrm.Data.PowerShell library by the ever helpful Sean McNellis. If you have to perform repetitive tasks then there is nothing easier but with the unfamiliar nature of PowerShell for those of us that write C# or JavaScript on a daily basis, it’s often avoided. This post is a… Continue Reading Develop1’s...

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[D365 CE Online] Debug Async Plug-in using “Persist to Entity” profiler option – Nishant Rana’s Weblog
Dec01

[D365 CE Online] Debug Async Plug-in using “Persist to Entity” profiler option – Nishant Rana’s Weblog

As you are aware, using Plug-in Profiler option we can debug D365 online plug-ins by throwing exception and capturing the Serilaized profile. Refer my previous article With the ‘Exception’ profiling option, you first need to trigger the event and capture the exception log. For example, if you need to debug “Post Account Create” plug-in, you first need to trigger the event (i.e., Create Account from D365 application) and capture the...

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Dynamics 365 for Marketing – Copy Segment
Dec01

Dynamics 365 for Marketing – Copy Segment

When working with Dynamics 365 for Marketing it isn’t (currently) possible to copy a segment. If you want to create a new segment based on an existing one you need to manually create the segment from scratch. In this post I will explain how to create a copy segment feature. Hopefully one day Microsoft will add a “Save As” feature to segments! Until then this workaround might help… Continue Reading Neil Parkhurst’s Article...

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Dynamics 365 for Marketing – Customize email content with handlebar.js
Dec01

Dynamics 365 for Marketing – Customize email content with handlebar.js

I have recently been working with Microsoft’s Dynamics 365 for Marketing … I needed to dynamically personalize my email content, in this post I will describe now handlebar.js can be used to help with this task. By way of a test I wanted to create an email that contained a personalised greeting relevant for a person’s gender and also to include a list of open cases directly in the… Continue Reading Neil Parkhurst’s Article...

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Microsoft Dynamics 365 without code: Dynamics 365 AI
Dec01

Microsoft Dynamics 365 without code: Dynamics 365 AI

Microsoft has introduced a suite of AI apps with Dynamics 365. This blog talks about Apps for AI as the new systems of intelligence. Enterprise journey to intelligence – The earlier enterprise applications were called Systems of Records – This were the Operations , Accounting / finance and HR applications used to record sales transactions, do accounting and process payroll. This formed the… Continue Reading Mihir...

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Unexpected error (SQL Timeout error) while trying to delete Audit Log – Nishant Rana’s Weblog
Nov30

Unexpected error (SQL Timeout error) while trying to delete Audit Log – Nishant Rana’s Weblog

Unexpected error (SQL Timeout error) while trying to delete Audit Log We had around 200 GB of Audit Log data in our Production Environment, but while trying to delete it through Audit Log Management resulted into unexpected error. The only option is to raise the support ticket with Microsoft. We also raised the same but it unfortunately resulted in our Production Server being down for brief period of time because of time out issue...

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Field Service Status can’t be changed. Record is already used on Resource Bookings
Nov30

Field Service Status can’t be changed. Record is already used on Resource Bookings

While using Field Service there might be the situation where you figure out that the Field Service Status does not fit to the booking status, or the Field Service Status was not provided at all. But if you try to change the Field Service Status field on a booking status record that was already assigned to any resource booking in the system you will usually see this error coming up: If the… Continue Reading Andreas...

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Calling D365 actions/functions from Flow – Andrew Butenko’s Blog
Nov30

Calling D365 actions/functions from Flow – Andrew Butenko’s Blog

Microsoft Flow is new and amazing product that allows to build different automations without opening Visual Studio. Components for Dynamics 365 for CE/CDS are limited at the moment. It’s possible to start flow either on-demand or when record is created/updated/deleted inside system and it allows to create/update/delete records and retrieve sets of records and iterate through it. But… Continue Reading Andrew Butenko’s...

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The ROI of a People-Centric Digital Workplace
Nov29

The ROI of a People-Centric Digital Workplace

Organizations are making hefty investments into technology to try to deliver better digital customer and employee engagement. Like making a new year’s resolution and buying a personal fitness tracker, these teams may use their new technology for a while. But they often lack the focus and discipline to keep their resolutions. What makes it possible for some organizations to sustain their… Continue Reading Geoff Ables’s...

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How To Access Master & Duplicate Record In Merge Operation Plugin – Nishant Rana’s Weblog
Nov29

How To Access Master & Duplicate Record In Merge Operation Plugin – Nishant Rana’s Weblog

Here is a quick blog on how to access master & child records during a Merge operation in a plugin. I recently had to develop a plugin where in I needed to do some manipulation with the records being merged. You can access three entities in your plugin when a record is merged from Context.InputParameter :         1. SubordinateId – the duplicate record       2. Target – the master record       3. UpdateContent   – a temp entity...

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Dynamics Portal-Note Required Based On Quick View Form Value
Nov29

Dynamics Portal-Note Required Based On Quick View Form Value

Microsoft Dynamics Portal provides capability to allow login customers without needed any license. Here I am not explaining benefits of Dynamics Portal. I am going to show a use case for developers. Case Study: – There is a requirement in portal where we need to make attach note section mandatory based on value of quick view form.  Now Quick view form is supported by Dynamics Portal. So,… Continue Reading Santosh...

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NO ADMIN REQUIRED: Launch your canvas PowerApp from a Dynamics 365 Record
Nov28

NO ADMIN REQUIRED: Launch your canvas PowerApp from a Dynamics 365 Record

0 My latest canvas PowerApps creation provides a streamlined interface for managing “technical close plan” records in Dynamics 365 (set of configured entities associated with Opportunities). I built this app for myself and my peers to spend less time navigating between screens when building out our close plans so that we could have timely and… Continue Reading Matthew C. Anderson’s Article on their...

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Requesting the backup of Microsoft Dynamics 365 Online Database – Nishant Rana’s Weblog
Nov28

Requesting the backup of Microsoft Dynamics 365 Online Database – Nishant Rana’s Weblog

In theory, requesting the backup of the online database seems very easy and straightforward. We basically need to raise a support ticket with Microsoft and provide the following details. SQL Version – Standard or Enterprise SQL Year of the version. In our case it was (Microsoft SQL Server 2016 (SP1) (KB3182545) – 13.0.4001.0 (X64) Oct 28 2016 18:17:30 Copyright (c) Microsoft Corporation Standard Edition (64-bit) on Windows Server 2016...

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Execute Stored Procedure using Azure Data Factory – Nishant Rana’s Weblog
Nov27

Execute Stored Procedure using Azure Data Factory – Nishant Rana’s Weblog

In this blog post, we’ll see how to execute Stored Procedure in Azure SQL Database inside Azure SQL Server. Let’s go through the steps to see it in action. Login to Azure Portal. Click Create a resource –> Databases –> SQL Database. Give a unique name to the Azure SQL Database. Click on Server field to create Azure SQL Server on the fly.  Give a unique name to the Azure SQL Server, provide credential for login and click Select. Make...

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