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Scanning Receipts into Dataverse using Power Apps and AI Builder
Roshan Mehta, 08 March 2022
Lots of organisations have a cumbersome process for submitting expense claims. You spend a few days out of town and collect physical receipts, which you then staple to a handwritten expense claim form and submit it to the finance person. It would be much nicer to take a photo of the receipt and auto
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Virtual Entities in Dynamics 365
Roshan Mehta, 25 February 2021
Virtual Entities allow you to display and interact with data from other systems inside Dynamics 365. This article provides a step-by-step guide on how to read data from a RESTful API and present the information within a Virtual Entity.In this example, I am going to create a Virtual Entity called “Po
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SQL Timeout when Deleting Audit Partitions in Dynamics 365
Roshan Mehta, 01 November 2020
A client of ours with a big Dynamics CRM on-premise database, was recently seeing issues where records were unable to be saved from both the application and through integrations. The error popping up was “Failed to Insert Audit Record”. This was because there was too much auditing, which had been co
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The effect team sport has had on my career in IT
Roshan Mehta, 11 October 2020
I grew up in a family that is mad about sport. Cricket, rugby league, soccer, table tennis – you name it. Anyone who knows me knows that my favourite sport is cricket. I first picked up a bat at the age of 2, joined the local cricket club at the age of 6, and have played club cricket every year sinc
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Dynamics 365 Error: At least one system user or queue in the organization must be a recipient
Roshan Mehta, 21 September 2020
We came across an interesting issue with the Dynamics 365 Email Router. We had set up the router for incoming emails using a Queue and everything was working fine until a few days ago when we saw the following error in the Event View on the Email Router server.At least one system user or queue in th
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Ensuring a Quality Dynamics 365 System
Roshan Mehta, 27 July 2020
One of my main responsibilities as a Technical Lead at Magnetism is to make sure that we deliver a quality system to our clients. When you buy a brand-new car, you wouldn’t be happy if there was even the tiniest scratch on it, so why would you settle for a brand-new system that is cluttered, confusi
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Cannot Delete Component in Dynamics 365
Roshan Mehta, 24 June 2020
If you’re like me and have been working with Dynamics 365 for many years, you’ll know all about dependent components. Or at least you think you do! I wanted to delete a lookup field on a custom entity called Reimbursement. Of course, I had removed the lookup from the form, any views and checked all
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Rich Email Content with DocumentsCorePack in Dynamics 365
Roshan Mehta, 29 May 2020
In this blog, I will show you how to embed a DocumentsCorePack template into the body of an email in a Dynamics 365 workflow. Doing this allows you to create rich email content, giving you more control than traditional out of the box email editing tools.For this example, I am using the Gift Certific
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Tackling Concurrency Issues using KingswaySoft SSIS Toolkit for Dynamics 365
Roshan Mehta, 26 May 2020
This blog post documents my learning for a data migration from Dynamics CRM on premise to Dynamics 365 online, using the KingswaySoft SSIS Toolkit.The data migration consisted of 40 entities – three of which contained over 1 million records. With the current API limits imposed by Dynamics 365, there
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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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Regarding Not Being Set on Create of Activity Records in Dynamics 365
Roshan Mehta, 12 July 2019
When creating an Activity record from a Timeline in Dynamics 365, I noticed that the Regarding field was not mapping through automatically. This happens on both Quick Create forms and Main forms. The screenshot above shows the result when I try to create a Task from the Timeline on a Case record. No
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Dynamics 365 - Who Created that Solution?
Roshan Mehta, 09 May 2019
Here’s a quick and easy tip for you. Suppose you have multiple people in your organisation with the System Administrator or System Customizer Security Roles. This gives them the right to create solutions. Sometimes, a change is made in your system and even though you can track it down to a solution
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Wrong Status Reason When Revising Quote in Dynamics 365
Roshan Mehta, 05 December 2018
We noticed an interesting issue when revising Quotes in Microsoft Dynamics 365, where the Status Reason of the revised Quote was set to something other than “Revised”. Through our normal troubleshooting, we checked to see if there were any plugins, synchronous workflows, or other logic in the syste
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Gotcha with Bulk Deletion Jobs in Dynamics 365
Roshan Mehta, 14 November 2018
Bulk Deletion Jobs in Dynamics 365 allow you to build a query and then bulk delete records in the system that match that query. To save time, you can use an existing System or Personal view when building your Bulk Deletion criteria. However, there is one very dangerous issue with this. In Advanced F
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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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