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CRM Security for non-technical managers
John Eccles, 10 February 2021
The news over the holiday period was full of the Solarwinds hack. US departments and major US companies have been affected. No doubt we will hear more in the months to come. This news came at the end of a year in which many high-profile organisations were hacked and, in many cases ransomed. System s
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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 5
Colin Maitland, 22 January 2021
In my first article of this series, I introduced a demonstration of a custom Canvas App, named ‘Marketing List App’, that is used to create new or replace existing static Marketing Lists in Dynamics 365 populated with a list of Supporters selected in a Power BI report.In this article I will describe
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How to Enable Entities for Segments in Dynamics for Marketing
Adam Murchison, 21 January 2021
When creating segments out of the box there are only a small number of entities that appear to filter the segment in the Query View. Segments allow you to easily create a filtered list of contacts so that you can target them through the use of customer journeys, learn more about segments here. When
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How to Create User Guides within Dynamic 365 Unified Interface for End Users using Custom Help Panes
Harshani Perera, 19 January 2021
In my previous blog, I showed you how to enable the Custom Help Pane in your environment and a brief introduction on how to use the Custom Help Pane. In this blog, I will show how you can create user guides for your end users so that they can learn how to use the Dynamics 365 Unified Interface (UI)
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Proof of Concept for your CRM
John Eccles, 18 January 2021
CRM systems are well established technology. They have been around for decades. So why would anyone need a proof of concept for a CRM?What is a Proof of Concept?A proof of concept (POC) involves an exercise to test the real-world potential of an incomplete idea. It is not about delivering the idea;
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Enabling Invoice Product as a Template Option in DocumentsCorePack
Sarah Coleman, 29 November 2020
My blog today covers a fringe case that we came across recently with one of our clients who needed to create a DocumentsCorePack (DCP) template on an invoice product record.By default, invoice product, quote product and opportunity product are not available to select when creating a new template or
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Hiding activities in the timeline
David Mochrie, 25 November 2020
As everyone in the Dynamics-verse (see what I did there? -#Dataverse), is well aware, we have had an alternative way to configure customisations in Dynamics 365 for some time now, namely the Power Apps Maker Portal. The traditional way was of course the classic Customisations module in Dynamics 365.
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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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