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Prevent the Dynamics CRM Email Router from Processing Old Emails
Zoe Sands, 29 January 2016
Recently I had an issue while setting up the Microsoft Dynamics CRM Email Router, where I was connecting to an existing email mailbox and all the emails were getting pulled through to CRM dating as far back as 2008. This created a lot of irrelevant data and made things difficult for users. Initial
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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
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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
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Addressing the Principal team is missing privileges Error while Migrating Dynamics CRM Data
Zoe Sands, 28 August 2015
While performing a data migration between Dynamics CRM instances using the SSIS Integration Toolkit I encountered this error while attempting to migrate Accounts: Principal team (Id=xxx, type=9) is missing prvReadAccount privilege This error occurs because many of these Account records are owned by
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FetchXML Retrieving Nulls in a Linked Entity for use in Dynamics CRM Reports
Zoe Sands, 23 July 2015
When writing custom FetchXML reports in Dynamics CRM, it is sometimes useful to find out what isn't there as opposed to what is. For example, you may want to find the Contacts that haven't had any activities recorded against them for a specified period of time. Unfortunately, there are no out of the
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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
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Correcting Customizations in the Sitemap when Upgrading to 2015
Zoe Sands, 08 April 2015
In the new CRM 2015 the site map has been updated with a new Settings tab, called Security. This tab has taken some of the related areas from Administration to make things less cluttered and easier to locate different settings. However if you are upgrading your CRM from 2013 to 2015 and yo
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Integrating Microsoft Social Listening with Dynamics CRM
Zoe Sands, 03 March 2015
Social Listening can help you gain insights into what is being said about your company, products and competitors. Data is given to you in the form of charts and graphs and you are able to drill down into it to see who's talking about you, what they are saying and where they said it. Integrating with
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