• How to Trigger a Microsoft Flow from a Custom Button in Dynamics 365

      Adam Murchison, 23 July 2019

      When using Microsoft Flow the out-of-the-box button is nested under the ‘Flow’ section and is not easy to find nor is it customizable. Triggering the flow using a ‘Flow Button’ makes the button appear under the ‘Run Flow’ branch which is a nested button that is unintuitive for users. It is much nic

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    • Power Platform Licensing

      John Eccles, 18 June 2019

      Power Platform unlocks the potential of Dynamics 365 and Office 365. It opens the door for non-software developer users within organisations to manage data and electronic forms, automate business processes and enable mobility. An organisation needs licensing to use Power Platform. In this blog, I wa

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    • Microsoft Power Platform is not just for the big guns

      Gayan Perera, 25 April 2019

      The Microsoft Power Platform is an amazing set of tools that can help businesses serve their customers smarter, faster and better. However, most of the marketing and messaging around the Power Platform is geared toward big companies. Almost all the case studies are from companies such as Heathrow Ai

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    • Generate Custom Upload to SharePoint in Dynamics CRM

      Miguel Nepomuceno, 20 September 2018

      While Microsoft Dynamics CRM / 365 offers integration options and features available with SharePoint On-Premise/ Online, there are some client cases where doing the SharePoint Integration is not worth setting up. We encountered this situation with one of our clients who wanted to integrate Dynamics

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    • Unhandled Scenarios for Dynamics CRM Email Integration

      Roshan Mehta, 22 August 2018

      Microsoft Dynamics CRM/365 provides functionality to integrate your CRM with your mail system. This allows you to track email messages in CRM and send timely email messages to the people that matter most for your organisation. There are several options available for email integration with Dynamics C

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    • Unexpected Error on Exporting a Dynamics CRM Solution

      Arpit Malhotra, 26 June 2018

      When implementing a Microsoft Dynamics CRM upgrade from on-premise to online, you may encounter unexpected business process errors when exporting an already upgraded CRM solution to import into Dynamics 365 online. The error dialog box won't provide you any log file or any trace of the broken item.

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    • How to Prevent Creation of Duplicate Records in Dynamics CRM Online

      Adam Murchison, 02 May 2018

      When using duplicate detection rules, it is not possible to stop creation of a duplicate record, you can still proceed to create the record if you wish. You may wish to prevent creation of a record with the same name for example, this would be done using Alternate keys. WARNING: If you try creating

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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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    • Client Access Licence - Troubleshooting User Accessing CRM 2016 Not Showing Entities in the Sitemap

      Miguel Nepomuceno, 14 December 2017

      I’ve recently dealt with a user having difficulties trying to regain access into Microsoft Dynamics CRM 2016. The user reported an issue where there are no entities showing in the sitemap. The landing page is also showing error prompts stating that the users does not have sufficient permissions to v

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    • Introduction to Behaviours of Date and Time Fields in Dynamics 365

      Satyvir Jasra, 17 November 2017

      In Microsoft Dynamics 365, the “Date and Time” data type is used quite often. Based on the requirements, we have the options to choose the format between “Date Only” and “Date and Time”. But what matters the most is the accuracy of information being generated from the data, and this has been an issu

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    • How to Fix CRM Email Router Could Not Start Issue

      Adam Murchison, 16 November 2017

      Was your CRM Email Router running smoothly as expected and suddenly the CRM Email Router Service stopped running? Were you greeted with an error similar to the one below in the event viewer of your server?  “#16192 - The E-mail Router service could not run the service main background thread. T

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    • How to Globally Define Error Reporting Preferences in Microsoft Dynamics CRM 2016

      Paul Nieuwelaar, 14 November 2017

      In the past I’ve talked about how easy it is to prevent these types of errors in Microsoft Dynamics CRM by turning them off at a system level, rather than leaving individual users to do it. Microsoft Dynamics CRM 2013, and Microsoft Dynamics CRM 2015In Dynamics CRM 2013 and 2015, when you go to Set

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    • How to Schedule a Report Snapshot to Be Sent via Email in Dynamics CRM 2016 On-Premise

      Jordan Hohepa, 28 October 2017

      Reports in Dynamics CRM 2016 have the functionality to be saved as a ‘snapshot’, either following a scheduled date and time or On-Demand. The screenshot below shows a custom report I had created with a snapshot created On-Demand. These snapshots are also able to be sent via email on a schedule. This

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    • How to Automate Messages to Dynamics 365 Contacts using the Microsoft Bot Framework

      Jordan Hohepa, 27 October 2017

      Previously I had written a blog which introduced the Microsoft Bot Framework. In that blog, I showed an example bot which connected Dynamics 365 with Facebook Messenger and Skype. This bot would simply ask the Facebook or Skype User a series of questions which would result in a Contact record being

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    • Useful Dynamics CRM 2016 Web API Queries: Part 2

      John Towgood, 23 October 2017

      Web API is an easy way to send queries to CRM with Javascript. Since the XMLHttpRequest and JSON libraries are available with Javascript we can use these libraries to send a HTTP request to the Web API and parse the JSON response data to objects. Here are some more queries which I found useful.Updat

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