• Dynamics 365 - Who Created that Solution?

      Roshan Mehta, 09 May 2019

      Here’s a quick and easy tip for you. Suppose you have multiple people in your organisation with the System Administrator or System Customizer Security Roles. This gives them the right to create solutions. Sometimes, a change is made in your system and even though you can track it down to a solution

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    • Flattening Opportunity and Opportunity Products in Power BI

      Colin Maitland, 08 May 2019

      In Microsoft Dynamics 365 the Opportunity and Opportunity Products entities form a Header/Detail relationship. This is a common type of relationship between entities. Other examples include Quote, Order, Invoice and their corresponding Quote Product, Order Product and Invoice Product entities. In Po

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    • The not so secret key to CRM implementation success

      Shalane Williams, 07 May 2019

      You’ve commissioned a shiny new CRM 6 months ago. You’ve gone through the analysis and design phase; development is done and the final system testing by your CRM partner is in progress. Excitement is mounting, you can’t wait to get your hands on it! BUT, have you thought about what your plan is to t

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    • Lookups vs OptionSets

      Nick Chin, 06 May 2019

      Why use a Lookup over an OptionSet? OptionSets are a simple way to deal with lists and will meet most of your requirements, however in some situation you might want to use lookups. Why would I choose to use Lookups instead of OptionSets? •    Large amount of Options:    

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    • Bookmarklet to open a record in the Classic Web Client

      Jared Johnson, 03 May 2019

      If you have set the Unified Interface Client as the default (details on how to do this are here) you may want to quickly open a record in the classic Web Client. For instance, you may want to access the Background or Realtime processes sessions for a record and these are not currently viewable in th

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    • Creating a Dynamics 365 Trial Instance without any preinstalled apps

      Isaac Stephens, 29 April 2019

      Back in 2017, this blog showed you how to get a 30 day trial of dynamics 365. These trial instances of Dynamics 365 are all prebuilt applications, which may or may not be useful to your business. This blog will show you how to get a fresh instance of Dynamics 365 with no preinstalled applications. F

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    • PowerApps -- Passing Null Values to Entities in CDS

      Alfwyn Jordan, 26 April 2019

      In the current version of PowerApps, passing null to a text field is fairly easy as you can use the function Blank(). As the document states, this only works for data sources that support null values. CDS as a data source does not currently allow this. To get around this, we need to enable an experi

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    • Microsoft Power Platform is not just for the big guns

      Gayan Perera, 25 April 2019

      The Microsoft Power Platform is an amazing set of tools that can help businesses serve their customers smarter, faster and better. However, most of the marketing and messaging around the Power Platform is geared toward big companies. Almost all the case studies are from companies such as Heathrow Ai

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    • Setting up Error Logging for Dynamics 365 Portals

      Jordan Hohepa, 23 April 2019

      Recently one of our clients ran into issues with the Dynamic 365 Portal. As we were attempting to find a solution to the issues they were receiving we came across the error message shown in the below screenshot. As you can see, this is a very generic error and doesn’t provide us with much informati

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    • How to fix the 'Could not find the entity' error in KingswaySoft SSIS

      Arpit Malhotra, 18 April 2019

      When doing a data migration using KingswaySoft, you may encounter the following error upon migrating activities where ‘mag_entityname’ is the Entity you are migrating: “System.Exception: An error has occurred when retrieving metadata for CRM entity 'mag_entityname': CRM service call returned an err

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    • Importing data from Excel into the Common Data Services using Power Query

      Alfwyn Jordan, 17 April 2019

      While working with CDS I was attempting to import data to a newly created entity (“prospects”) from an Excel workbook. I’d tried using the “Get data from Excel” functionality only to be greeted with the following message: “Your import is done. 0 row(s) successfully imported to cr3e2_prospects entiti

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    • OptionSet Mapping in KingswaySoft SSIS

      Arpit Malhotra, 16 April 2019

      Mapping CRM OptionSets is fairly simple when migrating data using KingswaySoft SSIS. It allows you to either map the options using the optionset value or using the optionset name. However, things may become complex if your source and the destination system have optionsets with different value and di

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    • Enable Entities for Dynamics 365 for Outlook

      Megha Kainth, 15 April 2019

      Dynamics 365 App for Outlook lets you create activities, track emails, create records in CRM from Outlook. Some out of the box entities are searchable by default - for example Account, Contacts and Leads. Some entities such as custom entities aren’t available in the app out of the box. To allow use

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    • Data Import Error - Microsoft Dynamics 365 Fields were not Found

      Megha Kainth, 12 April 2019

      One of our clients had an issue with Data Import, where while trying to import data an error was getting displayed – "The Records were not updated because the following Microsoft Dynamics 365 fields were not found: <field name>". This was a bit strange as the field was right there in the Heade

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    • Combine Columns to Import Data in Dynamics 365

      Megha Kainth, 11 April 2019

      Recently, one of our clients was having trouble while importing data in Dynamics 365. They exported data from another system to import into Dynamics 365. That system has fields for First Name and Last Name but has no combined field for Full Name. They exported the data in a csv file and wanted to i

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