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
Read the full article hereBack 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
Read the full article hereIn 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
Read the full article hereThe 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
Read the full article hereRecently 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
Read the full article hereWhen 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
Read the full article hereWhile 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
Read the full article hereMapping 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
Read the full article hereDynamics 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
Read the full article hereOne 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
Read the full article hereRecently, 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
Read the full article hereYou’ve accidentally deleted the default status reason of an entity and now you’re receiving an error code 0x80040353 every time you create a new record in the entity, and you want to know how to solve the issue. First, you’re going to create a new solution with just the entity involved and then you’
Read the full article hereA 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
Read the full article hereWhen upgrading to Dynamics 365, it’s important to be aware of any add-ons you may have. For example, we recently upgraded a system from Dynamics CRM 2015 to Dynamics 365 Online which contained Click Dimensions. The Dynamics 365 Online environment already had Click Dimensions installed. When importin
Read the full article hereWhen trying to set an entity image for a contact programmatically it may seem logical that you would set it using the base64 string of an image just like you would set the ‘documentbody’ field in an annotation, but this is not the case for entity image. When deciding on an entity image for the conta
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