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GrantConfigDBDatabaseAccessAction Error When Installing Dynamics 365
Zoe Sands, 20 March 2018
During a recent install of Dynamics 365 I had this error pop up. This was caused because we had left SQL Server Management Studio while performing other set up tasks. To continue from this error, you need to close SQL Server Management Studio and then click on the Retry button to resume the install
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Fixing Plugin Not Triggered on Create of a User in Microsoft Dynamics 365
Zoe Sands, 05 March 2018
I recently had to write a plugin for a client that would be triggered when a user was created. This plugin would create some custom settings records for that user. The first thing I tried was creating these records when a user was created however despite being able to register a plugin on create of
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How to Filter FetchXML Using Aliased Values in Microsoft Dynamics 365
Zoe Sands, 04 October 2017
We’ve all been using the Dynamics 365/CRM query builder to generate Fetch XML queries and wished that we could filter across entities in Dynamics 365. Turns out you can! Granted you can’t do it in the UI but you can using Fetch XML. This is useful for places like reports and custom JavaScript. Here’
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How to Work with Record Create and Update Rules null(Channel Properties) in Dynamics CRM
Zoe Sands, 18 September 2017
While working with Dynamics CRM’s Record Create and Update Rules we came across this error within a Case creation step: “The specified contact doesn’t belong to the contact that was specified in the customer field. Remove the value from the contact field, or select a contact associated to the select
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How to Restart SLAs for Reopened Cases in Dynamics 365
Zoe Sands, 13 September 2017
However, you choose to use cases in Dynamics 365, the use of SLAs is very useful for managing and ensuring all cases are resolved and closed in a timely manner. But, if you ever have to reopen a case for whatever reason the SLA will not automatically be restarted. This means that if your users reope
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Gotchas with Dynamics 365 Record Creation and Update Rules
Zoe Sands, 31 July 2017
Working with Dynamics 365 Record Create and Update Rules (RCUR) can be a useful user friendly way of creating workflows based on items that are added to a Queue. Here are some things I found helpful when developing a set of RCURs for a project.1. If you rename a RCUR step, the back
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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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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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Getting the localized field name based on a user preferred language in Dynamics 365
Zoe Sands, 05 May 2017
Using localized fields to display product records in Dynamics CRM is a good way to make your Dynamics 365 system language independent and user friendly. But what if you also want to use those localized names to set the name of another custom entity using a plugin that looks up to these products? In
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Missing Command Bar Buttons for Products in Dynamics 365
Zoe Sands, 26 April 2017
I recently developed a Dynamics 365 CRM system that would be used for both English and German users. Both sets of users would have access to Products, but only the German users could not see the necessary command bar buttons even though they had the necessary permissions. I had a look at the butto
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Queue Items Disappear on Queue Deactivation in Dynamics 2016
Zoe Sands, 16 December 2016
One of our clients had a situation where they had to deactivate one or more of their queues before reassigning all the queue items within it. They noticed that when they deactivated a queue all the items appeared to be deleted. (see image sequence below) This did not help them as they were unable to
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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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Microsoft CRM SSIS import failure due to truncations
Zoe Sands, 02 March 2016
While importing a CSV file into Microsoft CRM 2016 using a SSIS Integration Services Project, I encountered this error: Data conversion failed. The data conversion for column "Street 1" returned status value 4 and status text "Text was truncated or one or more characters had no match in the target
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Unsupported Scripts and Global functions and variables in 2016
Zoe Sands, 22 February 2016
CRM has several global functions and variables that can be used in your JavaScript's to gain information about the context that CRM is currently being used in. Pre 2016 you accessed these functions by simply calling them directly…However in 2016 due to the use of Turbo Forms and the way that they l
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Preserving Fonts in Aspose Words to save to a pdf in Dynamics CRM
Zoe Sands, 04 February 2016
When generating a PDF document using Aspose.Words from a plugin registered in Microsoft Dynamics CRM sandbox mode, it is important to note that Aspose will not have access to the system fonts installed on the server CRM is running on. This means that any fonts specified in the Word file will not be
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