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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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Client Access Licence - Troubleshooting User Accessing CRM 2016 Not Showing Entities in the Sitemap
Miguel Nepomuceno, 14 December 2017
I’ve recently dealt with a user having difficulties trying to regain access into Microsoft Dynamics CRM 2016. The user reported an issue where there are no entities showing in the sitemap. The landing page is also showing error prompts stating that the users does not have sufficient permissions to v
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Introduction to Behaviours of Date and Time Fields in Dynamics 365
Satyvir Jasra, 17 November 2017
In Microsoft Dynamics 365, the “Date and Time” data type is used quite often. Based on the requirements, we have the options to choose the format between “Date Only” and “Date and Time”. But what matters the most is the accuracy of information being generated from the data, and this has been an issu
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How to Fix CRM Email Router Could Not Start Issue
Adam Murchison, 16 November 2017
Was your CRM Email Router running smoothly as expected and suddenly the CRM Email Router Service stopped running? Were you greeted with an error similar to the one below in the event viewer of your server? “#16192 - The E-mail Router service could not run the service main background thread. T
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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 Schedule a Report Snapshot to Be Sent via Email in Dynamics CRM 2016 On-Premise
Jordan Hohepa, 28 October 2017
Reports in Dynamics CRM 2016 have the functionality to be saved as a ‘snapshot’, either following a scheduled date and time or On-Demand. The screenshot below shows a custom report I had created with a snapshot created On-Demand. These snapshots are also able to be sent via email on a schedule. This
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How to Automate Messages to Dynamics 365 Contacts using the Microsoft Bot Framework
Jordan Hohepa, 27 October 2017
Previously I had written a blog which introduced the Microsoft Bot Framework. In that blog, I showed an example bot which connected Dynamics 365 with Facebook Messenger and Skype. This bot would simply ask the Facebook or Skype User a series of questions which would result in a Contact record being
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Useful Dynamics CRM 2016 Web API Queries: Part 2
John Towgood, 23 October 2017
Web API is an easy way to send queries to CRM with Javascript. Since the XMLHttpRequest and JSON libraries are available with Javascript we can use these libraries to send a HTTP request to the Web API and parse the JSON response data to objects. Here are some more queries which I found useful.Updat
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How to Solve Site Map images not showing On Premise Dynamics CRM Issue
Dominic Jarvis, 16 October 2017
Recently, I have encountered an error which prevented the custom Site Map icons from being shown in Microsoft Dynamics CRM, instead showing a broken link. Looking into the issue, I found that the image URL displayed in the CRM Site Map was including the Organisation name in the link, so the link wa
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How to Create Test Cases for Microsoft Dynamics CRM with XMind
Megha Kainth, 12 October 2017
Test Cases are a set of conditions, pre-requisites, actions and expected results. Preparing Test cases is an essential activity performed by a Software Tester. Formation of Test Cases involves a detailed study of the Requirements document. Software Testers usually spend a lot of time writing Test Ca
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Microsoft Dynamics CRM and Customer Retention
John Eccles, 06 October 2017
Depending on which study you believe, and what industry you’re in, acquiring a new customer is anywhere from five to 25 times more expensive than retaining an existing one. Not my words. I’m quoting Amy Gallo from Harvard Busines Review, October 29, 2014. As we already knew, keeping customers
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Mismatching Option Set Values on Imported Views in Dynamics CRM
Miguel Nepomuceno, 30 September 2017
When deploying customisations from a development environment to a testing environment in Microsoft Dynamics CRM 2016, I encountered an issue with imported views in my solution components. The view was on the Connections entity for a custom entity called Portal User. This custom entity is just someth
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How to Solve Default Value Issue with Two Options Fields in Dynamics CRM 2016
Adam Murchison, 28 September 2017
Microsoft Dynamics CRM 2016 on premise has an interesting issue where Two Options fields are automatically set to the default value, without a user updating them. The change appears in the Audit History and can occur when no plugins, workflows, JavaScript, or Business Rules are configured on an enti
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How to Work with Record Create and Update Rules null(Channel Properties) in Dynamics CRM
Zoe Sands, 18 September 2017
While working with Dynamics CRM’s Record Create and Update Rules we came across this error within a Case creation step: “The specified contact doesn’t belong to the contact that was specified in the customer field. Remove the value from the contact field, or select a contact associated to the select
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How to Create and Share Personal Views in Microsoft Dynamics 365
Adam Murchison, 14 September 2017
Customizing views is a simple task but it is highly important. Views efficiently display data to the user when they are used correctly. Views are important so the user is able to see all relevant information and they allow the user to select the view that displays the data they need to see, hiding
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