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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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Dynamics 365 CRM and NZBN Add-On Solution Now Available!
Gayan Perera, 01 April 2019
A New Zealand Business Number (NZBN) is a free, globally unique identifier, available to all Kiwi businesses. With an NZBN, it’s faster and easier for businesses to connect and interact, which will save everyone time and money. An NZBN holds all the key information organisations are most often aske
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Share PowerApps with Another User
Megha Kainth, 30 November 2018
PowerApps can easily be shared with another user from the same organisation. To share your app, sign in to PowerApps. Click on Apps. Select your App from the list and Click Share. Enter user’s name or email address. Check the Co-owner tick box if you would like the user to edit and share the app. Cl
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Create PowerApps using Data from Excel
Megha Kainth, 29 November 2018
PowerApps can be created using data from an Excel spreadsheet. Users can create their tables in Excel and upload it to OneDrive. In this blog, we will learn – how to create a PowerApp using Data from Excel. Open a worksheet in Excel and insert a table to it. Add some data such as First Name, Last Na
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Unhandled Scenarios for Dynamics CRM Email Integration
Roshan Mehta, 22 August 2018
Microsoft Dynamics CRM/365 provides functionality to integrate your CRM with your mail system. This allows you to track email messages in CRM and send timely email messages to the people that matter most for your organisation. There are several options available for email integration with Dynamics C
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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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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 Hide the Navigation Items on a Dynamics CRM Form
Zoe Sands, 13 July 2017
There is a feature of Dynamics CRM that I have only just learnt about but provides a way to simplify the forms that a user is presented is the ability to hide the form navigation on a record.As you can see from the images below, the difference in the pages is subtle but the overall effect is signifi
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The Danger of SQL Operations in Microsoft Dynamics CRM
Roshan Mehta, 26 June 2017
You may have heard that performing SQL operations on your Microsoft Dynamics CRM databases are dangerous or unsupported. But what does that mean? What is so dangerous about it? Why is it unsupported?To clear the air, I’m talking specifically about anything that will alter data in your system and I’m
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How to find the priv groups for your Dynamics CRM deployment
Zoe Sands, 12 June 2017
When working on a server with multiple instances of CRM you may need to locate the user groups that relate to your CRM deployment. Unfortunately, you will be met with a large list of groups each with a Guid in their name that seems to have come out of nowhere, and doesn’t match the Guids for your gr
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Dynamics 365 Multi Entity Business Process Flows
David Mochrie, 20 March 2017
Business Process Flows have been around for a while in Dynamics CRM (now Dynamics 365 of course), since 2013 in fact. They are very useful in helping organisations model their processes in CRM and help guide users through stages of the process. However, there are some limitations which are important
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How to Bulk Migrate Dynamics CRM Licences to Dynamics 365 Licences using PowerShell
Gayan Perera, 09 February 2017
Along with the rename of Dynamics CRM to Dynamics 365 came new licenses. If you’re on Office 365 with the old Dynamics CRM licenses being assigned to users you will need to re-assign Dynamics 365 licenses to these users at some point. If you have tens of users then manually removing and assigning th
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Why Microsoft CRM for Sales is Imperative
Ann Miller, 02 November 2016
Sales people are expensive people to bring on-board. We tend to know our own worth and are often motivated by winning and being well recompensed for our efforts. We will research a prospective employer and weigh up all aspects of the company including remuneration, sensible target and quota se
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Gotcha with creating personal email templates programmatically
Zoe Sands, 21 June 2016
Recently while trying to programmatically migrate Personal Email Templates between CRM organisations I got this error: “An unhandled exception of type 'System.ServiceModel.FaultException`1' occurred in Microsoft.Xrm.Sdk.dll Additional information: An unexpected error occurred.” Event Viewer didn’t g
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Dynamics CRM Share a Personal View with SYSTEM User
Paul Nieuwelaar, 16 June 2016
Why would you want to do this? Well if you’re reading this you probably have a good enough reason. My reason was because we needed to retrieve a personal view in a plugin. It needed to be a personal view because certain users should be able to edit the view, and we can’t give users access to customi
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