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Sales is Dead
John Eccles, 24 November 2020
Boss: Did you get any orders today? Salesman: Yes, I got two! Boss: Congratulations! What were they? Salesman: “Get out!” and “Stay out!” Source: insidesales.comTo sell means ‘to persuade someone of the merits of.’ I want to advocate for NOT selling. Rather, I want to propose that we help customers
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Dynamics CRM - Workaround for Access Issues with Deleted AD User
Roshan Mehta, 21 November 2019
One of our clients ran into an interesting issue where a user (let’s call her Sally Jones) could not log into Dynamics CRM (on-premise). Sally had left the company, and her CRM user account had been disabled and her Active Directory user account (DOMAIN\sj1) deleted. She then returned to the company
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Dynamics CRM - Workaround for Access Issues with Deleted AD User
Roshan Mehta, 21 November 2019
One of our clients ran into an interesting issue where a user (let’s call her Sally Jones) could not log into Dynamics CRM (on-premise). Sally had left the company, and her CRM user account had been disabled and her Active Directory user account (DOMAIN\sj1) deleted. She then returned to the company
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How to Create, Share, Delete and Set a Personal View to Default in Microsoft Dynamics 365
Harshani Perera, 09 April 2019
A view in Microsoft Dynamics 365 is like a saved query where you can add filters to show the relevant records you require. Once you create the view with your criteria, all you need to do is select the view in CRM and you will see all the records that meet this criteria. Before you create, share or d
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Increase Metadata Field Size in SSIS Toolkit
Zoe Sands, 26 March 2018
I have been working on an upgrade from CRM on-premise to CRM online, which requires us to migrate data from the on-premise system into online using the SSIS Toolkit. During the migration, I received the following error: The input value for 'address1_stateorprovince' field (or one of its related fiel
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Increase Metadata Field Size in SSIS Toolkit
Zoe Sands, 26 March 2018
I have been working on an upgrade from CRM on-premise to CRM online, which requires us to migrate data from the on-premise system into online using the SSIS Toolkit. During the migration, I received the following error: The input value for 'address1_stateorprovince' field (or one of its related fiel
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How to Globally Define Error Reporting Preferences in Microsoft Dynamics CRM 2016
Paul Nieuwelaar, 14 November 2017
In the past I’ve talked about how easy it is to prevent these types of errors in Microsoft Dynamics CRM by turning them off at a system level, rather than leaving individual users to do it. Microsoft Dynamics CRM 2013, and Microsoft Dynamics CRM 2015In Dynamics CRM 2013 and 2015, when you go to Set
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How to Hide the Navigation Items on a Dynamics CRM Form
Zoe Sands, 13 July 2017
There is a feature of Dynamics CRM that I have only just learnt about but provides a way to simplify the forms that a user is presented is the ability to hide the form navigation on a record.As you can see from the images below, the difference in the pages is subtle but the overall effect is signifi
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How to Hide the Navigation Items on a Dynamics CRM Form
Zoe Sands, 13 July 2017
There is a feature of Dynamics CRM that I have only just learnt about but provides a way to simplify the forms that a user is presented is the ability to hide the form navigation on a record.As you can see from the images below, the difference in the pages is subtle but the overall effect is signifi
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The Danger of SQL Operations in Microsoft Dynamics CRM
Roshan Mehta, 26 June 2017
You may have heard that performing SQL operations on your Microsoft Dynamics CRM databases are dangerous or unsupported. But what does that mean? What is so dangerous about it? Why is it unsupported?To clear the air, I’m talking specifically about anything that will alter data in your system and I’m
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The Danger of SQL Operations in Microsoft Dynamics CRM
Roshan Mehta, 26 June 2017
You may have heard that performing SQL operations on your Microsoft Dynamics CRM databases are dangerous or unsupported. But what does that mean? What is so dangerous about it? Why is it unsupported?To clear the air, I’m talking specifically about anything that will alter data in your system and I’m
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How to find the priv groups for your Dynamics CRM deployment
Zoe Sands, 12 June 2017
When working on a server with multiple instances of CRM you may need to locate the user groups that relate to your CRM deployment. Unfortunately, you will be met with a large list of groups each with a Guid in their name that seems to have come out of nowhere, and doesn’t match the Guids for your gr
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How to find the priv groups for your Dynamics CRM deployment
Zoe Sands, 12 June 2017
When working on a server with multiple instances of CRM you may need to locate the user groups that relate to your CRM deployment. Unfortunately, you will be met with a large list of groups each with a Guid in their name that seems to have come out of nowhere, and doesn’t match the Guids for your gr
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Dynamics 365 Multi Entity Business Process Flows
David Mochrie, 20 March 2017
Business Process Flows have been around for a while in Dynamics CRM (now Dynamics 365 of course), since 2013 in fact. They are very useful in helping organisations model their processes in CRM and help guide users through stages of the process. However, there are some limitations which are important
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How to Bulk Migrate Dynamics CRM Licences to Dynamics 365 Licences using PowerShell
Gayan Perera, 09 February 2017
Along with the rename of Dynamics CRM to Dynamics 365 came new licenses. If you’re on Office 365 with the old Dynamics CRM licenses being assigned to users you will need to re-assign Dynamics 365 licenses to these users at some point. If you have tens of users then manually removing and assigning th
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