Missed Ignite?–come to the Global MCT Summit 2018
Oct02

Missed Ignite?–come to the Global MCT Summit 2018

If you missed Ignite or just want more awesome rollercoaster action, there is still time to sign up for the Global MCT Summit at Phantasialand near Cologne in Germany from 22nd to 26th October. You can come and hear me speak about Dynamics 365, Field Service and IoT and integrating Dynamics 365 with Azure. Alternative speakers are available… Register...

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Dynamics 365 Readiness UK Community Call September 2018
Oct02

Dynamics 365 Readiness UK Community Call September 2018

Here are the resources I mentioned from the UK Community Call last month Learning Where to find training and learning New Stuff Where to find out about new features and monthly updates Things I look at Daily What you can look at in short chunks Events In person where you can learn from others Community I’m a big fan of communities so here are some blogs… Continue Reading Julian Sharp’s Article on their...

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Microsoft Ignite 2018 Report | Microsoft Dynamics 365 UK MCT
Oct02

Microsoft Ignite 2018 Report | Microsoft Dynamics 365 UK MCT

Summary Microsoft Ignite September 2018 was an incredible event with over 26,000 attendees, loads of announcements with useful technical content. Below are the key takeaways, for me as someone working in the BizApps space and involved with training. Microsoft Learn Microsoft recognize there an existing and growing skills gap in a cloud-based world and have created a new learning… Continue Reading Julian Sharp’s Article on...

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Part 1, IoT and Digital Transformation – At Your Service
Oct02

Part 1, IoT and Digital Transformation – At Your Service

This is part one in a five part series about some of the key challenges manufacturers face and continue to face; and how Microsoft D365, IoT, Connected Field Service can help! Let’s face it, every industry faces numerous challenges throughout the year.  Budget issues, resource constraints, new barriers to enter new markets, political, environmental; you name it, they exist.  To top… Continue Reading fieldserviceguru’s...

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Error validating profile registration while configuring Microsoft Dynamics 365 Data Export Service – Nishant Rana’s Weblog
Oct02

Error validating profile registration while configuring Microsoft Dynamics 365 Data Export Service – Nishant Rana’s Weblog

While configuring the Data Export Service we got the below error while validating the profile It mostly occurs if there is some issue with the connection string specified in the PowerShell Script used for generating the key vault. Always copy the connection string from the Azure SQL Connection Strings property and double check the username and password provided there. And make sure the user specified has all the required...

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Using Teams & Managers To Manage Records
Oct02

Using Teams & Managers To Manage Records

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. For the majority of organisations, people work in departments. They report to a manager, and as a manager you need an easy way to see what’s going on with your team. In D365/CRM there are many ways to separate the data for reporting but two of the easiest things to use are the manager field, and teams…. Continue Reading Megan V....

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Auto Capture
Oct02

MB2-717 Certification: (Microsoft Dynamics for Sales) – Auto Capture

As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will focus on auto capture. You can see a section of the skills measured statement below. This includes a reference to managing sales relationships with email… Continue Reading Neil Parkhurst’s...

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Dynamics 365 CE Licensing Guide Changes October 2018 – Brian Illand
Oct01

Dynamics 365 CE Licensing Guide Changes October 2018 – Brian Illand

Loving the Dynamics 365 Licensing Guide How do you solve a problem like Team Member? The hills are alive, with the sound of people downloading the new Microsoft Dynamics 365 Licensing Guide October 2018, just released today! Ok, so apart from me, most people don’t get too excited about software licensing, but there are some fundamental changes coming for Microsoft Dynamics customers, so be… Continue Reading brianilland’s...

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Creating HTTP requests to Dynamics 365 using Microsoft Flow – crmcat

It is absolutely amazing how many things Microsoft Flow can do. One of the most useful actions I have come across is making HTTP requests that integrate with Dynamics 365. Using Flow to make HTTP requests to external services allows for you to create loosely coupled integrations very easily. Once the solution feature is released in October 2018, it will also be easy to maintain. This post… Continue Reading admin’s Article...

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Microsoft & Salesforce.com – The 800-Pound Gorilla vs. the Elephant in the Room – Steve Mordue
Oct01

Microsoft & Salesforce.com – The 800-Pound Gorilla vs. the Elephant in the Room – Steve Mordue

The photo with this post was from a short-lived marriage that I called the “Can’t we all just get along” phase in the Microsoft/Salesforce relationship. This love fest came to an abrupt end when Microsoft acquired LinkedIn, in spite of vehement efforts by Salesforce to block it, leading to irreconcilable differences and a hasty divorce. Since then the two behemoths have been… Continue Reading Steve Mordue MVP’s Article on...

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Microsoft Azure for Recovery Sites and Failover
Oct01

Microsoft Azure for Recovery Sites and Failover

Whether you are operating your servers on premises or in the cloud, a cloud service like Microsoft Azure, Amazon Web Services or Google Cloud Platform are ideal for supporting recovery of sites in case of hardware or communications failures.  If your servers are primarily at your data center, having additional servers at that facility may not help your users if access is cut off due to a… Continue Reading noreply@blogger.com...

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Dynamics 365 New Features -All in good time – BethB-D365.com
Oct01

Dynamics 365 New Features -All in good time – BethB-D365.com

Keeping up with Dynamics 365 can be a full-time job.   Every week they are announcing a new feature or change coming soon to an Online Tenant near you.  It used to be Dynamics CRM and whatever feature CRM did not have, you went out and found an ISV that met your needs.   It is not so simple anymore! There is a lot of good with all these new modules and features, but it can make a… Continue Reading Beth B – MCT, MCSE ,...

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USD Accelerator – Announcing QGate intelli-CTi Support
Oct01

USD Accelerator – Announcing QGate intelli-CTi Support

Computer Telephony Integration (CTI) is an important part of many Unified Service Desk projects, one that often includes complex bespoke coding. The USD Accelerator already supports several 3rd party add-ins, I have increased that support to includes a new CTI hosted control from QGate that will help make the inclusion of CTI simpler and definitely quicker. USD / CTI Background Before I… Continue Reading Neil Parkhurst’s...

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Using Recurrence trigger in Microsoft Flow – Nishant Rana’s Weblog
Oct01

Using Recurrence trigger in Microsoft Flow – Nishant Rana’s Weblog

Schedule – Recurrence trigger inside Microsoft Flow makes it extremely easy and effective to write a recurring job specially in the context of Dynamics 365, wherein it isn’t straight forward. We can use Workflows with wait and timeout conditions but that isn’t the easiest and efficient way. Each approach has its own pros and cons though. The scenario we are going to implement is getting basic details of all the leads record created...

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Json Schema Validation in Logic Apps and Flow
Oct01

Json Schema Validation in Logic Apps and Flow

slugYou can create Logic Apps and Flow workflows that trigger on receipt of a Http request and optionally receive a Json payload. This technique can be used as an integration pattern in a B2B enviroment.  You can design your Json scheme specifically for your partners so that is is easy to use and understand.  This provides your integation partners with an API that abtracts the… Continue Reading Joe Gill’s Article on their...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Email Engagement
Oct01

MB2-717 Certification: (Microsoft Dynamics for Sales) – Email Engagement

As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will focus on email engagement. You can see a section of the skills measured statement below. This includes a reference to managing sales relationships with email… Continue Reading Neil...

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SMS Integration to Dynamics CE using Flow
Oct01

SMS Integration to Dynamics CE using Flow

Providing the ability to send SMS messages from Dynamics CE is a common requirement we come across in our projects . With the introduction of Microsoft Flow this requirement can be easily built with a few steps. In this article we are going to look at how we can integrate SMS functionality to Dynamics CE using Microsoft Flow . In this example I am using Twilio as SMS service provider …. Continue Reading Sahan...

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Virtual Entities Part 1 – OData v4
Sep30

Virtual Entities Part 1 – OData v4

It’s been a while since virtual entities came out, but I don’t see that people use them on the regular basis. The big question is WHY? I can remember when I tried to make a simple OData example just after the release and it was not possible due to various bugs that were present at the time. Now after almost a year, I thought maybe it’s the right moment to try them again and go for… Continue Reading Dynamics Ninja’s Article...

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Managing Azure Data Factory Triggers During an Azure DevOps Deployment
Sep30

Managing Azure Data Factory Triggers During an Azure DevOps Deployment

The introduction of Azure Data Factory V2 represents the most opportune moment for data integration specialists to start investing their time in the product. Version 1 (V1) of the tool, which I started taking a look at last year, missed a lot of critical functionality that – in most typical circumstances – I could do in a matter of minutes via a SQL Server Integration Services (SSIS) DTSX… Continue Reading The CRM Chap’s...

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How-to: Delete components from a managed solution
Sep30

How-to: Delete components from a managed solution

Using managed solutions to deploy customizations from a source environment (usually Development) to other environments (Test, Production, etc.) is a best practice that has been pushed by Microsoft for a very long time now. Matt Barbour, Principal PM on the Dynamics 365 Customer Engagement Platform, did an excellent job last year at Microsoft Ignite to explain why, and how Microsoft has improved… Continue Reading Henry...

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Could not load file or assembly ‘CrmLibraries, Version=8.0.0.0’ while using Microsoft Dynamics 365 Developer Toolkit – Nishant Rana’s Weblog
Sep30

Could not load file or assembly ‘CrmLibraries, Version=8.0.0.0’ while using Microsoft Dynamics 365 Developer Toolkit – Nishant Rana’s Weblog

While trying to deploy Plugin through Developer Toolkit we got the below error Could not load file or assembly ‘CrmLibraries, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35’ or one of its dependencies. The system cannot find the file specified.    at System.Reflection.RuntimeAssembly._nLoad(AssemblyName fileName, String codeBase, Evidence assemblySecurity, RuntimeAssembly locationHint, StackCrawlMark&...

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Managed or Unmanaged solutions in Microsoft Dynamics 365
Sep29

Managed or Unmanaged solutions in Microsoft Dynamics 365

If you have problems shifting gears in your car, you don’t call Volvo to say “Hey, I don’t like how this gear shifting thing works, so I’m just going to use reverse and drive backwards from now on.”What you probably do is call them to say “I’m having trouble shifting, you need to fix the problems or show me how to use it properly.“ Ever since Microsoft introduced the… Continue Reading Jonas Rapp’s Article on their...

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CRMUG Summit EMEA 2019 – 27th – 29th March – Amsterdam

CRMUG Summit EMEA is back March 2019 in Amsterdam! A Call for Proposals is soon to be announced, so get… Continue Reading admin’s Article on their...

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My Favorite – Visual Studio Tips and Tricks – Nishant Rana’s Weblog
Sep29

My Favorite – Visual Studio Tips and Tricks – Nishant Rana’s Weblog

Sharing some of my favorites Select entire line of code Put the cursor anywhere in that line of code and without selecting anything just press ctrl + c or ctrl + x Here I have put my cursor just before the var declaration. Pressing ctrl + x will cut the entire line Use ALT key to make selection from middle of the line spanning multiple lines and replace the content. Press and hold Alt while making the selection to select the content...

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Develop 1 Limited Blog | PowerFlappy
Sep29

Develop 1 Limited Blog | PowerFlappy

As promised, I’m posting the code up for PowerFlappy! This post aims to give c# and JavaScript developers some tips on creating Canvas Apps. To install, simply open web.powerapps.com, select Create an App, then select Open. It works really well on your mobile. I hope to see someone playing it on the tube on Monday! Canvas Apps are function driven. Very much like Excel, they operate on… Continue Reading Develop1’s...

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KRM: Kylie’s Research Management: CRMUG Summit 2018: Events to Attend
Sep28

KRM: Kylie’s Research Management: CRMUG Summit 2018: Events to Attend

KRM: Kylie’s Research Management: CRMUG Summit 2018: Events to Attend CRMUG Summit 2018: Events to Attend CRMUG Summit is just a few weeks away. If you are not registered yet, there is still time! Register now and book your flight to Phoenix! I love Summit because it is an amazing event full of learning. There… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their...

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Azure Service Bus Queue Integration with D365 – Part 1 – Nishant Rana’s Weblog
Sep28

Azure Service Bus Queue Integration with D365 – Part 1 – Nishant Rana’s Weblog

In this series, we’ll see how we can integrate Azure Service Bus Queue with D365. This series has been divided into 2 parts: Part 1: How we can create a service bus queue in Azure portal and registration of service endpoint using plugin registration tool Part 2: Do some operation in D365 and the message appears in Service Bus Queue. Also, read the message from queue. Part 1: Create service bus queue in Azure portal Login to azure...

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Dynamics 365 Saturday 2018 Wellington – Dynamics 365 Top 20 Tips & Tricks | Greg Olsen
Sep28

Dynamics 365 Saturday 2018 Wellington – Dynamics 365 Top 20 Tips & Tricks | Greg Olsen

Home > Dynamics 365, Dynamics 365 Saturday > Dynamics 365 Saturday 2018 Wellington – Dynamics 365 Top 20 Tips & Tricks Dynamics 365 Saturday 2018 Wellington – Dynamics 365 Top 20 Tips & Tricks 29th Sept 2018 – Wellington, New Zealand So today I delivered the last leg of my Dynamics 365 Top 20 Tips & Tricks session and this presentation I will be retiring. To… Continue Reading yellowduckguy’s Article on their...

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“An error occurred when verifying security for the message” in Dynamics 365 CE – Nishant Rana’s Weblog
Sep27

“An error occurred when verifying security for the message” in Dynamics 365 CE – Nishant Rana’s Weblog

While trying to connect to Dynamics 365 CE through a console application we were getting the below error. “An unsecured or incorrectly secured fault was received from the other party” “An error occurred when verifying security for the message” Changing the version of the assemblies referenced, changing the target version of the framework etc. didn’t help. Eventually we realized that the Date and time was incorrect in the machine (was...

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Dynamics CRM : Export Security Role
Sep27

Dynamics CRM : Export Security Role

Continue Reading Santosh Bhagat’s Article on their...

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D365UG/CRMUG – Presentation in Manchester
Sep27

D365UG/CRMUG – Presentation in Manchester

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. It wasn’t that long ago that I had my first introduction to presenting for the D365/CRM User Group community and took part as a presenter in their Virtual Summer Camp. The experience was fantastic, and an event I was proud and honoured to be a part of. It’s a fantastic feeling sharing knowledge and… Continue Reading Megan V. Walker’s...

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Limitations of Duplicate Detection Rules – Nishant Rana’s Weblog
Sep27

Limitations of Duplicate Detection Rules – Nishant Rana’s Weblog

Author: Zohaib Uddin Khan Duplicate detection is one of the old and powerful feature of Dynamics family. But, I found it has some major limitations and inconsistency. I tried to use them in every implementation but reach to a point where I decided not to use them is my best bet. Anyhow, following are the ones which bother me heaps:- Duplicate detection works with Dynamics 365 for tablets, but isn’t available for Dynamics 365 for...

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Limitations of Duplicate Detection Rules – Dynamics 365 Funda by Zohaib Uddin Khan
Sep27

Limitations of Duplicate Detection Rules – Dynamics 365 Funda by Zohaib Uddin Khan

Author: Zohaib Uddin Khan Duplicate detection is one of the old and powerful feature of Dynamics family. But, I found it has some major limitations and inconsistency. I tried to use them in every implementation but reach to a point where I decided not to use them is my best bet. Anyhow, following are the ones which bother me heaps:- Duplicate detection works with Dynamics 365 for… Continue Reading Zohaib Uddin Khan’s...

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Dynamics 365 Project Service Automation: Reconciliation View
Sep26

Dynamics 365 Project Service Automation: Reconciliation View

Tested on: Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Interface PSA version 3 has a new feature called the Reconciliation View. It’s found on the Project entity. As bookings and assignments on tasks are now only loosely coupled in V3, the new Reconciliation View allows a project manager to reconcile differences between them. This blog post covers three high level… Continue Reading Antti Pajunen’s Article...

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Missing Sitemap after Dynamics 365 Update – ReadyXRM
Sep26

Missing Sitemap after Dynamics 365 Update – ReadyXRM

Summary If your Dynamics 365 instance is set to “Application Mode”, when you update to Dynamics 365 v9, you might lose your main Sitemap Navigation menu. The Application mode checkbox is disabled in Dynamics 365 via the user interface or PowerShell commandlets. You can shut off the Application mode via the NEW Power Platform Administration Center. Something is broken… Today one of my… Continue Reading Nick Doelman’s...

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Automatically Populate Shipping & Billing Addresses For An Order
Sep26

Automatically Populate Shipping & Billing Addresses For An Order

One of the things that surprises me about Dynamics 365/CRM when it comes to Orders is there isn’t a fully automated process for populating the Billing & Shipping details. While the billing address is mapped when creating a Quote or an Order directly from an Account or a Contact, the shipping address isn’t. Most likely you will always present your customer with an invoice, but if you are… Continue Reading Megan V....

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Convert you custom JSON data into SDK Entity object
Sep26

Convert you custom JSON data into SDK Entity object

Hi there, During some projects, we had exchanges between several systems and were pushing update from one system to our Dynamics 365 CRM. The requirement was to retrieve the data send from a system “A” in JSON format, convert it into an entity object and then compare it with the existing record within the CRM in order to perform an update action or not. Basically : In this article, we are… Continue Reading...

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Completed 11 year of blogging with WordPress !
Sep26

Completed 11 year of blogging with WordPress !

Completed 11 year of blogging with WordPress ! Continue Reading Nishant Rana’s Article on their...

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Changing the target runtime version of Azure Functions – Nishant Rana’s Weblog
Sep26

Changing the target runtime version of Azure Functions – Nishant Rana’s Weblog

Azure Functions 2.x runtime is based on .NET Core 2 from .NET Framework 4.7 in 1.x. So, any application migrating from 1.x to 2.x needs to make sure that they are using and referring the compatible code and libraries. We can also update our Azure Functions to target the appropriate runtime using the below steps à Inside Azure Portal, select the Function App, click on Application Settings within Platform Features tab. We can specify...

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Top 6 Dynamics 365 Policy/Compliance Items During an Implementation or Upgrade
Sep25

Top 6 Dynamics 365 Policy/Compliance Items During an Implementation or Upgrade

Getting ready to implement Dynamics 365 or getting ready to upgrade your existing implementation? Don’t forget to make some time to evaluate policies and compliance items as a part of your plan. The following six policy and compliance items are often overlooked, or worse yet, noted as a future to-do that never actually gets done. Dynamics 365 Master Data Management No really…. Continue Reading Tricia Desso-Cox’s...

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DevOps for Microsoft Dynamics
Sep25

DevOps for Microsoft Dynamics

The repository for DevOps for Dynamics 365 Customer Engagement https://github.com/devkeydet/dyn365-ce-devops Much has been written about how Microsoft Dynamics may be used to create software solutions using configuration to replace extensive coding needed for traditional software development.  This “low code” approach can save time and reduce costs for building and implementing business… Continue Reading...

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The type or namespace name Xrm could not be found (are you missing a using directive or an assembly reference?) error while using Azure Functions 2.x
Sep25

The type or namespace name Xrm could not be found (are you missing a using directive or an assembly reference?) error while using Azure Functions 2.x

Recently while working on Azure Functions (https://nishantrana.me/category/azure-functions/), we started getting the error that type or namespace Xrm could not be found. We had added the project.json file with appropriate NuGet Package reference inside it It was later we realized that project.json file have been replaced with function.proj in Azure Function 2.0. More details...

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401 Not Authorized error while access project in VSTS – Nishant Rana’s Weblog
Sep25

401 Not Authorized error while access project in VSTS – Nishant Rana’s Weblog

Recently one of our users was getting the below error while trying to access the VSTS Project. 401 NOT AUTHORIZED and the following account does not have sufficient permissions to complete the operation. The following permissions are needed to perform this operation. View project level information. Here we can see the users being added to the project team and the team having all the appropriate rights. Adding the user to other groups...

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Utilizar Resco para tu evento – D365 – Nfernandezba
Sep25

Utilizar Resco para tu evento – D365 – Nfernandezba

Resco es, sin lugar a dudas, una de las mejores aplicaciones que podemos conectar a Dynamics 365. Nos permite contar con una aplicación móvil versátil, que se ajusta realmente a todas nuestra necesidades, y con capacidad de llevar a cualquier lado todos nuestros procesos. En este ejemplo, te cuento como podés utilizar Resco para llevar a la mano de los asistentes de tu evento toda la… Continue Reading nfernandezba’s...

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365 Saturday Thanks! | Futurez Consulting
Sep24

365 Saturday Thanks! | Futurez Consulting

I wanted to post some notes and thank yous to everyone that made our first 365 Saturday DC a fun and memorable event! We kicked off the Hackathon on Friday with a group of excited and incredibly smart attendees throwing around a variety of interesting ideas. We rolled into Saturday with a group of insanely talented speakers. Starting with Julie Strauss’ keynote, we had one excellent… Continue Reading Jim Novak’s Article on...

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Dynamics 365 CRM Portal E-commerce Quotation Request – Sathis Kumar Blog
Sep24

Dynamics 365 CRM Portal E-commerce Quotation Request – Sathis Kumar Blog

In this blog, I will demo the capability of using the E-commerce quotation request possibility using jQuery Shopping Cart where the reference used from the following blog link. To achieve this inside the CRM portal, we need to do some configuration inside Dynamics 365 Customer Engagement (D365 CE). Below steps, as mentioned below will help achieve this.CRM Configuration: In D365 CE,… Continue Reading sathis’s Article on...

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LookupRecordNotAvailable error while using Configuration Migration Tool in Dynamics 365 Customer Engagement – Nishant Rana’s Weblog
Sep24

LookupRecordNotAvailable error while using Configuration Migration Tool in Dynamics 365 Customer Engagement – Nishant Rana’s Weblog

While trying to migrate the record using the Configuration Migration Tool, we were getting error like below in the log ImportEntity – Result: True – Entity: transactioncurrency – Adding transactioncurrency to the reprocess List as field createdonbehalfby with value 05d52058-eb35-41e8-8af7-dfb7120c4599 – LookupEntity systemuser and Record Id 2655712b-e13b-e711-80fb-5065f38b5691 (SYSTEM) – (action:Update) failed validation for reason...

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Dynamics 365 and Office 365 in different tenants – How to consolidate !! – Nishant Rana’s Weblog
Sep24

Dynamics 365 and Office 365 in different tenants – How to consolidate !! – Nishant Rana’s Weblog

We have run into many scenarios where a company has Office 365 and then orders Dynamic 365 from a CSP (Cloud Service Provider) and their systems end up different tenants.  As Microsoft moves to the model where there can be more than one partner of record and various flavors of Dynamics 365 (Finance and Operations, Business Central, Customer Engagement, etc..),  I can see this problem getting more prevalent over time. When your Office...

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Dynamics 365 Saturday – Dynamics 365 Top 20 Tips & Tricks – Nishant Rana’s Weblog
Sep24

Dynamics 365 Saturday – Dynamics 365 Top 20 Tips & Tricks – Nishant Rana’s Weblog

22nd-Sept-2018 – Auckland, New Zealand Today I delivered the session titled “Dynamics 365 Top 20 Tips & Tricks”. The PowerPoint presentation is available for download at the link below. https://app.box.com/s/0gvi11qd9t4pgk55daa0hmc2rum5gwu9 Enjoy! Greg Olsen YellowDuckGuy Continue Reading Nishant Rana’s Article on their...

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Attend CRM Workshops – Get Lead Conversion and CRM Consulting for Free!
Sep24

Attend CRM Workshops – Get Lead Conversion and CRM Consulting for Free!

C5 Insight will be presenting 4 strategic CRM sessions at CRMUG Summit’s pre-conference academy.  Topics will including planning, roadmaps, process design, journey mapping and user adoption.  These sessions are designed for sales/marketing/service leaders, project managers, and administrators.   And here are two special offers to: (1) get the C5 Insight Lead Conversion Solution add-on for… Continue Reading Geoff...

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