• 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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    • 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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    • 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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    • The Danger of SQL Operations in Microsoft Dynamics CRM

      Roshan Mehta, 26 June 2017

      You may have heard that performing SQL operations on your Microsoft Dynamics CRM databases are dangerous or unsupported. But what does that mean? What is so dangerous about it? Why is it unsupported?To clear the air, I’m talking specifically about anything that will alter data in your system and I’m

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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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    • How to Bulk Migrate Dynamics CRM Licences to Dynamics 365 Licences using PowerShell

      Gayan Perera, 09 February 2017

      Along with the rename of Dynamics CRM to Dynamics 365 came new licenses. If you’re on Office 365 with the old Dynamics CRM licenses being assigned to users you will need to re-assign Dynamics 365 licenses to these users at some point. If you have tens of users then manually removing and assigning th

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    • Why Microsoft CRM for Sales is Imperative

      Ann Miller, 02 November 2016

      Sales people are expensive people to bring on-board.  We tend to know our own worth and are often motivated by winning and being well recompensed for our efforts. We will research a prospective employer and weigh up all aspects of the company including remuneration, sensible target and quota se

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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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    • 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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    • A server certificate could not be validated for the Reporting Services Report Server

      Paul Nieuwelaar, 27 January 2016

      When you're installing Dynamics CRM (this is CRM 2015 in my case), the Reporting Services check may fail with the above error. For some reason, when you install SQL reporting services (this is SQL 2014 in my case), it defaults to using SSL, even though I have no intention of using HTTPS, as this is

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    • Resolving Cryptography issues with the Dynamics CRM SDK in Azure Web Apps

      Jared Johnson, 18 December 2015

      When attempting to run applications that use the Dynamics CRM SDK in Azure Web Apps, you can get an exception when the app is trying to connect to CRM that looks like this: “ERROR: System.Security.Cryptography.CryptographicException: The data protection operation was unsuccessful. This may have been

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    • How to Ensure Your CRM Project Comes in on Budget

      John Eccles, 11 December 2015

      Your CRM project doesn’t have to be like this! Magnetism has done many CRM projects that were on-time and on budget. But you will need to be intentional because in general, CRM projects are like most projects and most projects go over budget. In July 1997, the proposed new Scottish Parliament bui

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    • Using Groupings from Other Dynamics CRM Entities in Charts

      David Mochrie, 02 December 2015

      CRM charts are really useful for displaying data in a summarised format, giving users a very clear picture of their data. When designing a chart, you will set the 'Horizontal (Category) Axis Labels' This is a wordy way of of asking ‘What do you want to group things by’. For example, you may want to

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    • Use of Capacity in Service Scheduling in Microsoft Dynamics CRM

      Colin Maitland, 04 November 2015

      In this article I will demonstrate the use of Capacity when using the Service Scheduling Engine in Microsoft Dynamics CRM. I will demonstrate this using the example of a Service for the delivery of a one day “Service Scheduling Training” course. This example is similar to a scenario demonstrated in

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