Incorporate Net Promoter Score – Megan V Walker
Nov27

Incorporate Net Promoter Score – Megan V Walker

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If the title of this article seems familiar, it’s because it’s based on a presentation I did with the same name. This was originally put together for the D365UG/CRMUG Virtual Summer Camp, but seemed like it might be a ‘real world’ use case that could be of value. So, here it is in blog form! So… Continue Reading Megan V. Walker’s...

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Professional Direct Support for Microsoft Dynamics 365
Nov26

Professional Direct Support for Microsoft Dynamics 365

Microsoft offers several premium support options in addition to standard technical support for Dynamics 365 subscribers.  One of the newest is Professional Direct Support.  This plan is available for customers with 20 or more users. This support plan offers faster (one hour) response time and access to not only break/fix resources but help with ” light advisory, upgrade and release… Continue Reading noreply@blogger.com...

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SSIS and Microsoft Dynamics 365
Nov26

SSIS and Microsoft Dynamics 365

Listing down the posts on SSIS and Microsoft Dynamics 365 for quick reference Using Lookup Transformation and Cache Transformation in SSIS for Dynamics 365 (using Kingswaysoft) View Designer not showing SSIS Package in Design mode in Visual Studio Lookup not getting set while using CRM Destination Component of KingswaySoft’s SSIS Integration Toolkit for Dynamics 365 … Continue reading “SSIS and Microsoft Dynamics 365”...

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open plugin/custom workflow activity project created using CRM/D365 Developer Toolkit – Andrew Butenko’s Blog
Nov25

open plugin/custom workflow activity project created using CRM/D365 Developer Toolkit – Andrew Butenko’s Blog

I have to confess that I used to use CRM Developer Toolkit (CRMDT) before Jason Lattimer’s VS extensions were released. After I uninstalled CRMDT I started to experience issues opening projects created using it. Following error message appeared when I tried to open a solution: Here is how it can be easily fixed: Click “Ok” in windows with error and when your solution is loaded… Continue Reading Andrew Butenko’s Article on...

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Pricing Dimensions – Part I
Nov25

Pricing Dimensions – Part I

Tested on:Dynamics 365 version 9.2, PSA solution version 3.2, Unified Interface Pricing and the whole financial aspect to project management has always played a huge part in Dynamics 365 Project Service Automation. Before Pricing Dimensions (also know as Multidimensional Pricing or MDP) was released in PSA version 3 as part of the Spring ’18 release, the only OOTB dimensions for pricing… Continue Reading Antti Pajunen’s...

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Exam 70-778 Revision Notes: Performing Data Transformations
Nov25

Exam 70-778 Revision Notes: Performing Data Transformations

Welcome to the second post in my series concerning Microsoft Exam 70-778, where I hope to provide a detailed revision tool for those preparing to take this exam. Last week’s post introduced the fundamental notions behind connecting to data sources in Power BI Desktop, and we will lead on from this to look at the Perform transformations topic, which covers the following skills: Design and… Continue Reading The CRM Chap’s...

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Attaching files to a record through Canvas Apps, using the Common Data Service Connector
Nov25

Attaching files to a record through Canvas Apps, using the Common Data Service Connector

I found this very cool little piece of functionality that allows you to attach a document directly to a record within a canvas app by leveraging standard functionality within the Common Data Service (CDS) Connector within Power Platform. Now, this may seem silly, but previously I had been using SharePoint, Flow and all sorts of other creative little techniques to store documentation. I had… Continue Reading noreply@blogger.com...

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Using Azure Bot Service to create Bot – Nishant Rana’s Weblog
Nov25

Using Azure Bot Service to create Bot – Nishant Rana’s Weblog

Using Microsoft Bot Framework Azure Bot Service is an integrated environment that allow us to easily register, build, deploy our bots. It provides the required components and hosting environment for creating bots through Bot Builder SDK using either C# or JavaScript and connector service to connect to various channels. Login to Azure Portal. https://portal.azure.com Search for Web App Bot We have selected Basic Bot template. After the...

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Dynamics 365 – How about some Solution Quality? – Steve Mordue
Nov24

Dynamics 365 – How about some Solution Quality? – Steve Mordue

Solutions for either Model-driven PowerApps, or for extensions to First-party Dynamics 365 Customer Engagement apps share a lot in common. In fact, almost everything in common. What they do not share in common among each other, or themselves, is quality of build. Customers, Partners and ISVs all build Solutions for various reasons, and the quality is wide-ranging. Who uses… Continue Reading Steve Mordue MVP’s Article on...

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Power BI and Microsoft Dynamics 365
Nov24

Power BI and Microsoft Dynamics 365

Listing down the posts on Power BI and Microsoft Dynamics 365 for quick reference Power BI with Dynamics 365 CE – Creating Power BI Report Power BI with Dynamics 365 CE – Publishing Power BI Report to the web Power BI with Dynamics 365 CE – Refreshing the Dataset Power BI with Dynamics 365 CE – Dynamics 365 … Continue reading “Power BI and Microsoft Dynamics 365” Continue Reading Nishant Rana’s Article on their...

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Dude, where is my section? – Andrew Butenko’s Blog
Nov23

Dude, where is my section? – Andrew Butenko’s Blog

I migrated one customer from Dynamics CRM 2011 On-Premise to D365 Online and everything was fine until customer discovered that account form looks weird – one section just disappeared: And here is how the same section looked like in “Customization” mode: So controls were there but something just made it invisible. After some investigation my manager Paul… Continue Reading Andrew Butenko’s Article on their...

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Interesting resources for Dynamics professionals from Ignite 2018
Nov23

Interesting resources for Dynamics professionals from Ignite 2018

Learning never stops, never ends, never finishes #HoskWisdom Ignite has a wealth of resources for Dynamics professional.  The problem is not having enough videos to watch, the problem is there is too many and finding the ones interesting to Dynamics professionals. I have picked out some of the presentations that look interesting.  I haven’t watched them all but I have watched a bunch of them. This has been really useful to see how the...

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Copy Data from D365 CE to Azure SQL Database using Azure Data Factory – Nishant Rana’s Weblog
Nov23

Copy Data from D365 CE to Azure SQL Database using Azure Data Factory – Nishant Rana’s Weblog

In this blog post, we’ll see how to copy data of an entity “Contact” in D365 CE to Azure SQL Database. Let’s follow the below steps to see it in action. Login to Azure portal. Create Azure SQL Database where we need to copy the data. Click Create a resource –> Databases –>  SQL Database Give a unique name to the database. Click on server field to create a Azure SQL Server. Give a unique name to the Azure SQL server, username and...

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My Presentation at Dynamics 365 User Group London
Nov23

My Presentation at Dynamics 365 User Group London

The user group in London this week was very successful with over a hundred people attending. My talk was on removing the barriers to certification. I have been asked for my slides, well they are now up on the CRMUG site Like this: Like Loading… Related About Julian Sharp I have worked with… Continue Reading Julian Sharp’s Article on their...

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Get & Set Site of Users based on City field with the help of Flow
Nov22

Get & Set Site of Users based on City field with the help of Flow

I’ve demoed this Flow during my session ‘Automate your Dynamics 365 admin tasks with Flow!’ at Dynamics 365 Saturday Belgium in Brussels last Saturday. This Flow will set the Site field for Users based on the City field, that is synced from Azure AD. Here is the overview of the Flow: First I get the list of Site records that is stripped down to an array with only the Name and SiteId in the… Continue Reading StefanS365’s...

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Above and Under operator to query hierarchical data in Dynamics 365 – Nishant Rana’s Weblog
Nov22

Above and Under operator to query hierarchical data in Dynamics 365 – Nishant Rana’s Weblog

above and under were the 2 new operators introduced with Dynamic CRM 2015. Let us see some of the examples. Suppose I have the following hierarchy defined, wherein User 2 is manager of user Nishant Rana who in turn is manager of User 1. And following are the contacts record owned by them. In context of user Nishant Rana, if I apply Under operator, we’d get the following result Only the records owned by child And for Not Under All the...

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Change will make or break your project
Nov22

Change will make or break your project

“It is always easier to talk about change than to make it.” ~ Alvin Toffler Change will make or break your project, changes can‘t be controlled your reaction can.  A fixed mindset breaks instead of bends when confronted with change.  Change is constant, some don’t adapt, others adapt enough to survive, a few use change to be successful.  The less rigid and more adaptable you are, the fewer times you get stuck. Technology, resources,...

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Flows & Slides of my session at Dynamics 365 Saturday Belgium
Nov21

Flows & Slides of my session at Dynamics 365 Saturday Belgium

Hereby the slides of my session ‘Automate your Dynamics 365 admin tasks with Flow!’ at Dynamics 365 Saturday Belgium in Brussels last Saturday. Automate your Dynamics 365 admin tasks with Flow! from Stefan Strube Related blog posts of the flows that were demoed: Yes we can just do it with Flow series. Here are the download links for the Flows:...

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A quick find filter cannot have any child filters exception in Dynamics 365 CE – Nishant Rana’s Weblog
Nov21

A quick find filter cannot have any child filters exception in Dynamics 365 CE – Nishant Rana’s Weblog

Today afternoon we started getting the below error in the lookup dialog box for customer and contact. Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: A quick find filter cannot have any child...

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Displaying Product Codes On Word Document Templates
Nov21

Displaying Product Codes On Word Document Templates

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If anyone has ever used Word Document Templates in D365 you will know that they are really useful in many circumstances. You don’t need to be a developer or someone who knows SSRS to create them, and your end users can get really helpful documents out of the system when needed. Sending out Quotes is a… Continue Reading Megan V....

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Microsoft Flow Vs Dynamics 365 Workflows – Part 2
Nov20

Microsoft Flow Vs Dynamics 365 Workflows – Part 2

Following on from my previous post about Microsoft Flow vs Dynamics 365 Workflows, this time we are looking at the built in workflow engine in Dynamics 365 Customer Engagement. Workflows are the bread and butter of most consultants/Power Users/System admins who want to make the system do something it doesn’t by default. The workflow engine is a fantastic tool in Dynamics 365, it can be used… Continue Reading Matt Collins’s...

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Update Currency Data in D365 CE using Microsoft Flow
Nov20

Update Currency Data in D365 CE using Microsoft Flow

External data can be integrated with Dynamics 365 CE in multiple ways . Some of the common approaches are by using a middleware such as Logic Apps or Scribe or by building a custom solution to get data from an external Web API etc . What we are looking at today is how we can get data from an external Web API using Microsoft Flow . My example is on getting currency data from an external Web… Continue Reading Sahan...

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Integration of Azure machine Learning with Dynamics 365
Nov20

Integration of Azure machine Learning with Dynamics 365

Hello guys, Today we will talk about the hot topic of the moment: the Artificial Intelligence! It’s not a new topic but it’s on the showcase since few weeks. Now I will focus on some possibilities we have, to implement some custom AI scenarios with our Dynamics 365 platerform (CE in the article but I guess it’s pretty similar with other modules). I did a talk during the MS Experience 2018… Continue Reading...

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Excitement Building For Dynamics 365 Saturday Scotland
Nov20

Excitement Building For Dynamics 365 Saturday Scotland

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Ever since attending my first Dynamics 365 Saturday event in Manchester in the summer, I’ve enjoyed being involved in the community as a speaker. It’s great being able to share knowledge and ideas, but even better for me is being able to attend and learn from my fellow presenters. So, when I was… Continue Reading Megan V. Walker’s...

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Getting logged in user roles in client side in Dynamics V9.0 – Nishant Rana’s Weblog
Nov20

Getting logged in user roles in client side in Dynamics V9.0 – Nishant Rana’s Weblog

You may be asking? Why this mundane post? After all we have been here close to 8 years since 2011 released and we have millions of time retrieved it using So what’s the fuss in it? So if you are working on CRM version below 9.0, then it’s no fuss. But if you are working on V9.0 and above, may be this is an interesting read for you. Xrm.Page is deprecated. So what’s the other way. Well you need to do it the V9.0 way. Below is the code...

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Enable plus button for subgrids on disabled forms – Andrew Butenko’s Blog
Nov20

Enable plus button for subgrids on disabled forms – Andrew Butenko’s Blog

Several weeks ago I got a question from my customer – when record is inactive it’s not possible to add associated records from subgrids located on entity form – is it possible to bring back “plus” button to the subgrid even if record is deactivated? I thought that it should be possible and took time for investigation. Here is what I did: Created solution and put only related… Continue Reading Andrew Butenko’s Article on...

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User photos lost in synchronization > Flow to the rescue: Set Entity Image
Nov19

User photos lost in synchronization > Flow to the rescue: Set Entity Image

I’ve demoed this simple but effective automation solution with Flow during my session ‘Automate your Dynamics 365 admin tasks with Flow!’ at Dynamics 365 Saturday Belgium in Brussels last Saturday. User photos in Office 365 are not synced to Dynamics 365. And if there’s no photo available in Office 365, at least there’s an avatar with the initials of the user. It would be nice to have the same… Continue Reading...

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5 Pitfalls in Choosing Cloud Business Software Such as CRM
Nov19

5 Pitfalls in Choosing Cloud Business Software Such as CRM

Choosing a business software package such as Microsoft Dynamics, Salesforce, SAP or Oracle is a daunting task, and the process can lead you astray in making the best decision for your organization. There is no shortcut to finding the right product.  Choosing the best selling or fastest growing software product does not guarantee you will be successful in your company with that… Continue Reading noreply@blogger.com (Jim...

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Sample code to delete instance using Online Management API in Dynamics 365 Customer Engagement – Nishant Rana’s Weblog
Nov19

Sample code to delete instance using Online Management API in Dynamics 365 Customer Engagement – Nishant Rana’s Weblog

Sharing a sample code that can be used to delete the instance in Dynamics 365 CE using Online Admin API. Read the previous post for more details We basically need to get the instace id and use the HTTP Delete to achieve this https://docs.microsoft.com/en-in/rest/api/admin.services.crm.dynamics.com/Instances/DeleteInstance Production instance needs to be converted to Sandbox before it can be deleted else we’d get the operation not...

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Flow to Synch Dynamics 365 with an On Premise Database
Nov19

Flow to Synch Dynamics 365 with an On Premise Database

Up until recently synchronizing data in in the cloud with an on premise database was a major challenge which typically involved writing code. With the Digital Transformation revolution and the availability of a range of integration offerings in Azure this is no longer the case. Here is a sample Microsoft Flow which demonstrate how the creation of a contact record in Dynamics triggers the… Continue Reading Joe Gill’s...

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AppSource – 19th time’s the Charm – Steve Mordue
Nov18

AppSource – 19th time’s the Charm – Steve Mordue

I am fresh back from the Microsoft Dynamics Partner Advisory Council meetings last week. AppSource, and the whole ISV strategy was a central topic. Unfortunately I cannot share too much because of NDA handcuffs, but I can share some public themes, and my opinions. You have said this before Yes, I am aware that I have written much about AppSource in the past, in fact, exactly 18 posts…. Continue Reading Steve Mordue MVP’s...

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Exam 70-778 Revision Notes: Importing from Data Sources
Nov18

Exam 70-778 Revision Notes: Importing from Data Sources

As discussed recently on the blog, I have been on a journey to try and attain the Microsoft Certified Solutions Associate Certification in BI Reporting. I was very fortunate to overcome the final hurdle of this task by passing Exam 70-778: Analyzing and Visualizing Data with Microsoft Power BI the other day. I enjoyed the opportunity to dive deeper into the world of Business Intelligence,… Continue Reading The CRM Chap’s...

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Sample Code to retrieve instances using Online Management API in Dynamics 365 Customer Engagement – Nishant Rana’s Weblog
Nov18

Sample Code to retrieve instances using Online Management API in Dynamics 365 Customer Engagement – Nishant Rana’s Weblog

With version 9.0 of Dynamics 365 CE we now have Online Admin API that supports the following operations like Create, Retrieve, Delete, Backup and Restore instances. The user needs to have the Global Administrator or Service Administrator role in the Office 365 tenant to perform these operations. As a first step we need to register the application with Azure Active Directory....

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Dynamics 365 – Consumption vs. Licensing – Steve Mordue
Nov17

Dynamics 365 – Consumption vs. Licensing – Steve Mordue

I was listening to Gus Gonzales’ recent podcast on Ten Features that should be removed from Dynamics 365. As usual, Gus makes some great points, but when he was discussing limits, I think he left out a part of the story, that leads to a larger question. Mismatch We were recently engaged in a P2P scenario, where a partner had quoted a fixed price to their customer, to perform some… Continue Reading Steve Mordue MVP’s...

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The user or administrator has not consented to use the application error in Dynamics 365 CE – Nishant Rana’s Weblog
Nov17

The user or administrator has not consented to use the application error in Dynamics 365 CE – Nishant Rana’s Weblog

Suppose, we have just registered an application in Azure Active Directory and trying to acquire the token and get the below error Microsoft.IdentityModel.Clients.ActiveDirectory.AdalServiceException: ‘AADSTS65001: The user or administrator has not consented to use the application with ID ‘b2c5028d-57e6-4df7-9940-828e6914948b’ named ‘MyApp’. Send an interactive authorization request for this user and resource. This is because admin...

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My Quest to Dynamics 365 Saturday Stockholm
Nov17

My Quest to Dynamics 365 Saturday Stockholm

Recently I attended the Dynamics 365 Saturday event in Stockholm and I have to say, what an excellent event. I have never been to Stockholm, so I was already massively excited about this. I also got to meet a load of new people for the first time which was AMAZING! These events are so important for the community because they are often the only opportunities some of the community members… Continue Reading noreply@blogger.com...

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A Weird Little Option set Error in Canvas Apps
Nov17

A Weird Little Option set Error in Canvas Apps

The Dynamics Evolution: A Weird Little Option set Error in Canvas Apps A Weird Little Option set Error in Canvas Apps The other day I was getting this weird little error when building a canvas app. Basically, all of my CDS Optionsets just randomly stopped working. I hadn’t actually realised that I had left the… Continue Reading noreply@blogger.com (Chris Huntingford)’s Article on their...

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Show Calendar and Maps on Dynamics 365 Online Portals – ReadyXRM
Nov16

Show Calendar and Maps on Dynamics 365 Online Portals – ReadyXRM

Summary Dynamics 365 Portal Entity List Controls can be configured to render as a Calendar or Map Control These special controls will not render correctly when the Page Template is linked to a Web Template. A Page Template using “Re-write” mode is required for controls to appear correctly. Showing Calendar and Maps On a project the other day I configured an Entity List that had… Continue Reading Nick Doelman’s Article on...

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Getting Started With Kingswaysoft – Part Three
Nov16

Getting Started With Kingswaysoft – Part Three

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Following on from part two in this series, this post talks about how to bring over any email attachments from a source CRM instance in to the destination CRM instance. Email messages are it’s own entity, and these will need to be migrated first. However, this will not bring over any of the email… Continue Reading Megan V. Walker’s...

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Hosk’s recommended Dynamics 365 and other articles October 2018
Nov16

Hosk’s recommended Dynamics 365 and other articles October 2018

Quotes Some solutions are so complex, only an architect could create them #HoskCodeWisdom There are two great days in a person’s life – the day we are born and the day we discover why. William Barclay Articles of the Month Microsoft Ignite 2018 Event Recap – PowerApps & Microsoft Flow sessions ILMERGE is not supported, if you use it Microsoft can choose not to offer you any support Great Dynamics 365 articles this month Get...

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Execute SSIS Package using Azure Data Factory – Part 2 – Nishant Rana’s Weblog
Nov16

Execute SSIS Package using Azure Data Factory – Part 2 – Nishant Rana’s Weblog

In the previous post, we created the required Azure resources. In the last step of the previous post, we created Azure SSIS IR which is basically responsible for creating SSISDB in the Azure SQL Server where we’ll deploy the SSIS package. In this demo, we are going to execute a SSIS package which will load the data from source table ([SalesLT].[Customer]) to the destination table([dbo].[Customer]). So, let’s create the Customer table...

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MVP is Not Just for Startups
Nov15

MVP is Not Just for Startups

One of the key goals for startups is to release their products quickly, which has lead to a minimum viable product (MVP) approach.  Speed to market is so important that it’s better to release a product before all the desired features are present so you can capture market share and use customer feedback to help you prioritize the introduction of new features. The challenge of the MVP… Continue Reading noreply@blogger.com...

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We created an XrmToolBox tool at Dynamics 365 Saturday Stockholm!
Nov15

We created an XrmToolBox tool at Dynamics 365 Saturday Stockholm!

Last Saturday some 100+ experts, partners and user of Microsoft Dynamics 365 met up at the Microsoft offices in Stockholm, Sweden for a day packed with content at the Dynamics 365 Saturday event. I delivered two sessions at the event, and in one of them I took on a somewhat challenging session called Let’s build an XrmToolBox tool! I started with a few introductory slides, to set the… Continue Reading Jonas Rapp’s Article...

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Sample code to use RetrievePrincipalAccess Function to get the access rights of the team or user in Dynamics 365 CE – Nishant Rana’s Weblog
Nov15

Sample code to use RetrievePrincipalAccess Function to get the access rights of the team or user in Dynamics 365 CE – Nishant Rana’s Weblog

We can use RetrievePrincipalAccess function in Web API to get the access rights of either a user or team on a specific record. The sample code: var req = new XMLHttpRequest(); req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v9.1/systemusers(D38F5B76-C22E-4256-AF90-CFD14B6589BF)"+ "/Microsoft.Dynamics.CRM.RetrievePrincipalAccess(Target =@Target)?"+ "@Target={ 'accountid': '8CB09F67-EB90-E811-A963-000D3AD1CBD6',...

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Cancelling save event based on the result of async operation – Andrew Butenko’s Blog
Nov15

Cancelling save event based on the result of async operation – Andrew Butenko’s Blog

var AccountForm = (function () {       var SaveMode = {         Save: 1,         SaveAndClose: 2,         SaveAndNew: 59,         Autosave: 70     };       //this is variable that shows if validation was successfully passed or not     var isValidationNeeded = true;          function OnSave(executionContext) {         //so if there are… Continue Reading Andrew Butenko’s Article on their...

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Enhanced Support for Microsoft Dynamics 365
Nov14

Enhanced Support for Microsoft Dynamics 365

Microsoft offers customers a range of support services, from standard support included with software licenses and subscriptions, to Premier support which can included dedicated onsite staff.  Dynamics 365 customers can also purchase something in-between – Enhanced Support for Dynamics 365, geared toward small businesses who do not purchase Premier support.  This support offering provides… Continue Reading...

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Getting Started With Kingswaysoft – Part Two
Nov14

Getting Started With Kingswaysoft – Part Two

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Now we will continue on from Part One of this series. Once you’ve indicated on the destination CRM environment that the error handling should go to an error output, you need to set where those errors will go. From the menu on the left, scroll down to the section for Other Destinations. Click on the… Continue Reading Megan V. Walker’s...

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Limitations of Business Rule with Mobile App – Nishant Rana’s Weblog
Nov14

Limitations of Business Rule with Mobile App – Nishant Rana’s Weblog

One of our customer reported that couple of Business Rules are not working in Mobile app which are working perfectly in Web application. Spent so much time to understand the problem with Mobile app and finally figured out that one tab on the contact form is not loaded in mobile app because of maximum 5 tabs allowed limitations. Some fields that we are referring in the  business rules are part of this missing tab. So, business rule...

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Virtual Entities Part 3 – Custom Data Provider
Nov13

Virtual Entities Part 3 – Custom Data Provider

This is the final blog post of the Virtual Entities series and this time I will show you how to create and set up a custom data provider for virtual entities. The first step should be creating a virtual entity in Dynamics. Creating a virtual entity for the custom connector is quite simple and I can say that is even easier than creating it for the OOB connectors. It’s easy because you… Continue Reading Dynamics Ninja’s...

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Building a Power Platform Dream Team – Brian Illand
Nov13

Building a Power Platform Dream Team – Brian Illand

As Microsoft Practice Lead for Codec in UK and Northern Ireland, I’m regularly thinking how Codec has grown a Microsoft Dynamics practice from a small team of 2 people to over 100 Microsoft ‘Power Platform’ Consultants, in little over four years. In the past two years, our Belfast team has experienced rapid growth with exciting plans to grow further. Building teams at such a rate can… Continue Reading brianilland’s Article...

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