• Cleaning up your Users by Using Security Groups (Part 2)

      Nick Chin, 01 July 2019

      Following on from “Cleaning up your Users by Using Security Groups Part 1”, the previous blog covered the configuration of the Security Groups and setting Dynamics 365 to use a Security Group using the classic Admin Center interface. Now I will cover the same feature by instead using the new ‘Power

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    • Why is the Dynamics 365 App for Outlook not Appearing in Outlook

      Nick Chin, 27 June 2019

      Sometimes when you have added the Dynamics 365 App to Outlook it won’t display no matter how many times you click “ADD APP TO OUTLOOK” in the Dynamics 365 App for Outlook management menu and the Status will display “Added to Outlook”.One fix is to remove the Add-in through the Outlook webpage.1.&nbs

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    • Cleaning up your Users by Using Security Groups (Part 1)

      Nick Chin, 25 June 2019

      Is your company running multiple Dynamics 365 Instances Online? And does the “Enabled User” view contain Users who shouldn’t be in that instance? This is could be because Dynamics 365 by default will add Users to all Dynamics 365 instances when the Users have been assigned a Dynamics 365 license.&n

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    • Bringing Dates Back to the Future! Migrating Dates from CRM 4.0 to Dynamics 365

      Nick Chin, 20 June 2019

      Recently I was migrating Contact data from CRM 4 to Dynamics 365 and came across a Date Time issue. All the dates were correct besides the Date of Birth. Why is only the Date of Birth incorrect? This was because in CRM 4 the Date Time fields were set to "User Local", meaning the date is displayed i

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    • SSIS KingswaySoft - Multi-threading errors

      Nick Chin, 11 June 2019

      With the release of KingswaySoft v9.0 in July 2017, they added support for multi-threaded writing in the CRM destination component. When multi-threading is enabled you can set the number of threads to run simultaneously writing to CRM. I took over a project where the Batch Size was set to 200 and t

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    • Lookups vs OptionSets

      Nick Chin, 06 May 2019

      Why use a Lookup over an OptionSet? OptionSets are a simple way to deal with lists and will meet most of your requirements, however in some situation you might want to use lookups. Why would I choose to use Lookups instead of OptionSets? •    Large amount of Options:    

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    • Data Migration Is like Moving House

      Nick Chin, 29 March 2019

      I’m Nick and I have been working with Microsoft Dynamics CRM for over 10 years. In that time, I have done many data migrations and I have also moved to a new house a few times. There are many similarities between data migration and moving to a new house; I’m going to list a number of lessons I have

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    • Why Can't I Track or Set Regarding For Emails?

      Nick Chin, 26 March 2019

      In Dynamics 365, Microsoft have introduced the ‘Dynamics 365 App for Outlook’ to replace the old ‘CRM for Outlook’ plugin.Often users will want to track emails from Outlook in their CRM system. The ‘Track’ and ‘Set Regarding’ functionality in Dynamics 365 lets you link your email to an Entity like a

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