CRM Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Change How Data is Handled in a Merge Operation in Dynamics CRM

Zoe Sands, 02 November 2015

When writing a plugin on the “Merge” message in Microsoft Dynamics CRM, there are three entities you need to work with – although the merge function in CRM is only performed on two records at a time. These are the “Master”, “Subordinate”, and “UpdateContent” entities. When a merge is performed, a t
Read the full article here
Change How Data is Handled in a Merge Operation in Dynamics CRM

Zoe Sands, 02 November 2015

When writing a plugin on the “Merge” message in Microsoft Dynamics CRM, there are three entities you need to work with – although the merge function in CRM is only performed on two records at a time. These are the “Master”, “Subordinate”, and “UpdateContent” entities. When a merge is performed, a t
Read the full article here
Integrating Vend with CRM 2015 using Webhooks

Ahmed Anwar, 08 October 2015

Concept of Webhooks Vend has its own REST APIs that can be called using .NET or any other platform. For example retrieving all customers by calling the /api/customers end point. However due to certain limitations, the Vend team introduced a new concept of accessing data via Webhooks. Webhooks are no
Read the full article here
9 Tips to Drive CRM Strategy

John Eccles, 06 October 2015

CRM, Customer Relationship Management, is NOT primarily a software technology. Rather, CRM is a business strategy. Hence the rationale for implementing CRM must be because it is a good strategy for your organisation. Here is my working definition of CRM: “CRM is the business strategy to acqui
Read the full article here
9 Tips to Drive CRM Strategy

John Eccles, 06 October 2015

CRM, Customer Relationship Management, is NOT primarily a software technology. Rather, CRM is a business strategy. Hence the rationale for implementing CRM must be because it is a good strategy for your organisation. Here is my working definition of CRM: “CRM is the business strategy to acqui
Read the full article here
Migrate Closed Microsoft CRM Opportunities using SSIS Integration Toolkit

Zoe Sands, 11 September 2015

Recently I did a data migration from Microsoft Dynamics CRM On-Premise to CRM Online using the SSIS integration toolkit. This tool is useful for migrating data between CRM instances without needing to export everything into Excel spread-sheets or write a console application. While migrating opportun
Read the full article here
Working with Dynamics CRM Activity Party Lists in C# Plugins

Paul Nieuwelaar, 07 September 2015

Every time I have to do something with activities in CRM it ends up taking way longer than expected. Unlike most entities in CRM, activities have a lot of unusual relationships and field types, not to mention all the behind the scenes processes which tend to not like when you introduce your own cust
Read the full article here
Working with Dynamics CRM Activity Party Lists in C# Plugins

Paul Nieuwelaar, 07 September 2015

Every time I have to do something with activities in CRM it ends up taking way longer than expected. Unlike most entities in CRM, activities have a lot of unusual relationships and field types, not to mention all the behind the scenes processes which tend to not like when you introduce your own cust
Read the full article here
Retrieving Dates in FetchXML Aggregation for use in Dynamics CRM Reports

Zoe Sands, 23 July 2015

While writing a report using FetchXML, I needed to perform aggregation on a linked-entity where I encountered a problem in that fields that are not aggregated have to be grouped. For most fields this is fine; however, for DateTime data types this can be problematic as you cannot group by a date on i
Read the full article here
Retrieving Dates in FetchXML Aggregation for use in Dynamics CRM Reports

Zoe Sands, 23 July 2015

While writing a report using FetchXML, I needed to perform aggregation on a linked-entity where I encountered a problem in that fields that are not aggregated have to be grouped. For most fields this is fine; however, for DateTime data types this can be problematic as you cannot group by a date on i
Read the full article here
Subgrid Visual Errors when Hiding a Tab or Section in Dynamics CRM 2013-2015

Jared Johnson, 21 July 2015

During an upgrade from a CRM 2011 system to CRM 2015, testers reported that some subgrids in the system were occasionally having strange visual errors where the buttons were being pushed down into where the field labels were displayed, and if the subgrid was in a labelled section the section name wo
Read the full article here
Power BI Microsoft Dynamics CRM Online – Power View Report Part 3

Colin Maitland, 14 July 2015

This is the third blog in a series of three blogs on how to create a simple Power View Report in Microsoft Excel to display information on Accounts and Opportunities retrieved from a Microsoft Dynamics CRM Online Organisation. The report is based on an ODataFeed related query created using Power Que
Read the full article here
Power BI Microsoft Dynamics CRM Online – Power View Report Part 2

Colin Maitland, 13 July 2015

This is the second blog in a series of three blogs on how to create a simple Power View Report in Microsoft Excel to display information on Accounts and Opportunities retrieved from a Microsoft Dynamics CRM Online Organisation. The completed report will look similar that shown below. In my prev
Read the full article here
Dynamics CRM 2013 – Problem with Dynamic Record URLs in Workflow Processes

Roshan Mehta, 04 May 2015

I recently encountered an issue with the use of dynamic record URLs in workflow processes in Microsoft Dynamics CRM 2013. These URLs are commonly used when sending e-mail messages through workflow processes, so users can simply click on a hyperlink which will take them to a specific record in CRM.
Read the full article here
CRM 2013 – Error with Access Team Templates after Deployment

Ahmed Anwar, 27 January 2015

Access Teams in Dynamics CRM 2013 allow you to assign records to multiple users through the use of a sub-grid which references an Access Team Template. When deploying a solution which contains this sub-grid from one CRM environment into another, you may have come across the following error. The Req
Read the full article here

Filter by Category