• Tips for building your first PCF Control

      Zoe Sands, 28 May 2020

      I have been playing around with PCF Controls in Dynamics 365 and have some tips for anyone wanting to dive in and give it a go. There are some great resources online which really helped which I have linked below.How to create a PowerApps PCF controlPCF Control GuideWhile following the instructions i

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    • Unable to edit record in Dynamics 365 Unified Interface

      Zoe Sands, 10 March 2020

      While upgrading a client from the Dynamics 365 classic interface to the Unified Interface, I noticed that I could not edit records even though I had System Administrator access. I could edit the same records in the classic interface with the same Security Roles.The screenshots below show the differe

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    • Working with Queue Items and On Demand Workflows in Dynamics 365

      Zoe Sands, 18 December 2019

      While working with Queues and Queue Items in Dynamics 365 for a client I came across a data issue that required a bulk data update on Queue Items. As the nature of my data update could be handled by an On Demand Workflow, naturally this is what I created.When I tried to run the workflow using Advanc

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    • Sub-grid display behavior in the Dynamics 365 Unified Interface

      Zoe Sands, 18 July 2019

      With the release of the Dynamics 365 Unified Interface, Microsoft has taken steps to make forms less cluttered and more appealing to the eye when used on different sized screens.We all know that when a browser window is made too narrow to display a three-section wide tab, it will push the right most

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    • Updating the execution files of a Microsoft Azure WebJob

      Zoe Sands, 15 July 2019

      This blog is a continuation of my series on how to create and use WebJobs (available here: pt1, pt2).Requirements change and we all must update our logic at some point. When updating a WebJob this can be done in a few ways, such as using an FTP or alternatively you can use the App Service Editor. Th

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    • Collecting logging in a Microsoft Azure WebJob

      Zoe Sands, 26 June 2019

      A triggered WebJob can handle its own logging and can be accessed by selecting your triggered WebJob then selecting logs as shown. Logging in a continuous WebJob is a little trickier. This is because there is technically no endpoint, as soon as it finishes running it runs again. With a triggered We

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    • Creating WebJobs in Microsoft Azure

      Zoe Sands, 24 June 2019

      When working in CRM and other database systems we sometimes find that we need to automate pieces of work that cannot be handled within our system. This could be things like synchronizing data between two systems or sending daily notifications to users about work that is with them. In an On-Premise C

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    • Upgrading to Dynamics 365 with Click Dimensions

      Zoe Sands, 08 April 2019

      When upgrading to Dynamics 365, it’s important to be aware of any add-ons you may have. For example, we recently upgraded a system from Dynamics CRM 2015 to Dynamics 365 Online which contained Click Dimensions. The Dynamics 365 Online environment already had Click Dimensions installed. When importin

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    • Error when Qualifying a Lead in Dynamics 365

      Zoe Sands, 06 March 2019

      While working with Leads in a Business Process Flow in Dynamics 365, I had a user decide they needed to edit some information on a recently Qualified Lead. They reopened this Lead, made their change and then tried to close it again only to be presented with the following error: Upon inspecting the l

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    • Add or Remove Events for Sub-grids in Dynamics 365

      Zoe Sands, 23 January 2019

      In Dynamics 365, you can add or remove onload events from a sub-grid by referencing functions by name. The two examples below show how this is done. Xrm.Page.getControl("mag_mygrid").addOnLoad(myMethod); Xrm.Page.getControl("mag_mygrid").removeOnLoad(myMethod) Because the addOnLoad and removeOnLoad

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    • Making Changes to Record Create and Update Rules in Dynamics 365

      Zoe Sands, 15 January 2019

      A while back we had a client who decided to utilize Record Create and Update Rules (RCUR) in their CRM solution. This required us to make them approximately 30 RCURs, one for each queue they had in the system. Recently we have had some changes to make, rather than deploying the old solution with all

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    • Run Workflows on Create of a User in Dynamics 365

      Zoe Sands, 19 November 2018

      As mentioned in a previous blog, plugins are not triggered on create of a user in CRM 365 online. In that blog, I talked about how you can trigger them on associate of a user to a security role. In this blog, I will talk about another alternative. When you create a user in CRM online, plugins are n

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    • Server-side Sync with Dynamics 365 Online to Exchange On Premise

      Zoe Sands, 12 September 2018

      I recently had some issues setting up Server-Side Sync (SSS) for a client who was using Exchange on premise with their online deployment of Dynamics 365. I was given the Exchange server URL, and a user name and password for a user that had been given appropriate permissions to Exchange. The Email Se

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    • Lookup Filtering using AddCustomFilter vs AddCustomView in Dynamics 365

      Zoe Sands, 09 August 2018

      Lookup Filtering Options and Gotchas in Dynamics 365 When it comes to lookup filters, sometimes the out of the box related Records Filtering doesn’t quite make the cut. You may want to filter by common values on the entity other than lookups or by more than one lookup. This is where you can utilize

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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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