• Creating a Dynamics 365 Trial Instance without any preinstalled apps

      Isaac Stephens, 29 April 2019

      Back in 2017, this blog showed you how to get a 30 day trial of dynamics 365. These trial instances of Dynamics 365 are all prebuilt applications, which may or may not be useful to your business. This blog will show you how to get a fresh instance of Dynamics 365 with no preinstalled applications. F

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    • Setting up Error Logging for Dynamics 365 Portals

      Jordan Hohepa, 23 April 2019

      Recently one of our clients ran into issues with the Dynamic 365 Portal. As we were attempting to find a solution to the issues they were receiving we came across the error message shown in the below screenshot. As you can see, this is a very generic error and doesn’t provide us with much informati

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    • How to fix the 'Could not find the entity' error in KingswaySoft SSIS

      Arpit Malhotra, 18 April 2019

      When doing a data migration using KingswaySoft, you may encounter the following error upon migrating activities where ‘mag_entityname’ is the Entity you are migrating: “System.Exception: An error has occurred when retrieving metadata for CRM entity 'mag_entityname': CRM service call returned an err

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    • OptionSet Mapping in KingswaySoft SSIS

      Arpit Malhotra, 16 April 2019

      Mapping CRM OptionSets is fairly simple when migrating data using KingswaySoft SSIS. It allows you to either map the options using the optionset value or using the optionset name. However, things may become complex if your source and the destination system have optionsets with different value and di

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    • Enable Entities for Dynamics 365 for Outlook

      Megha Kainth, 15 April 2019

      Dynamics 365 App for Outlook lets you create activities, track emails, create records in CRM from Outlook. Some out of the box entities are searchable by default - for example Account, Contacts and Leads. Some entities such as custom entities aren’t available in the app out of the box. To allow use

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    • Data Import Error - Microsoft Dynamics 365 Fields were not Found

      Megha Kainth, 12 April 2019

      One of our clients had an issue with Data Import, where while trying to import data an error was getting displayed – "The Records were not updated because the following Microsoft Dynamics 365 fields were not found: <field name>". This was a bit strange as the field was right there in the Heade

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    • Combine Columns to Import Data in Dynamics 365

      Megha Kainth, 11 April 2019

      Recently, one of our clients was having trouble while importing data in Dynamics 365. They exported data from another system to import into Dynamics 365. That system has fields for First Name and Last Name but has no combined field for Full Name. They exported the data in a csv file and wanted to i

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    • Fix Incorrectly Created Status Reasons in Dynamics 365

      Alfwyn Jordan, 10 April 2019

      You’ve accidentally deleted the default status reason of an entity and now you’re receiving an error code 0x80040353 every time you create a new record in the entity, and you want to know how to solve the issue. First, you’re going to create a new solution with just the entity involved and then you’

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    • How to Create, Share, Delete and Set a Personal View to Default in Microsoft Dynamics 365

      Harshani Perera, 09 April 2019

      A view in Microsoft Dynamics 365 is like a saved query where you can add filters to show the relevant records you require. Once you create the view with your criteria, all you need to do is select the view in CRM and you will see all the records that meet this criteria. Before you create, share or d

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    • Upgrading to Dynamics 365 with Click Dimensions

      Zoe Sands, 08 April 2019

      When upgrading to Dynamics 365, it’s important to be aware of any add-ons you may have. For example, we recently upgraded a system from Dynamics CRM 2015 to Dynamics 365 Online which contained Click Dimensions. The Dynamics 365 Online environment already had Click Dimensions installed. When importin

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    • How to Set the Entity Image on a Contact in Dynamics 365 Using C#

      Adam Murchison, 05 April 2019

      When trying to set an entity image for a contact programmatically it may seem logical that you would set it using the base64 string of an image just like you would set the ‘documentbody’ field in an annotation, but this is not the case for entity image. When deciding on an entity image for the conta

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    • Enabling the New Dynamics 365 Online Unified Interface by Default

      Paul Nieuwelaar, 04 April 2019

      In Dynamics 365 Online, you can now set the Unified Interface client as the default and only mode for users. In other words, you can completely disable the old classic UI, and force users onto the new UCI. Previously this was not possible, so when users tried to access the default URL, e.g. https:/

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    • Get More Storage Space by Switching to the Latest Dynamics 365 CRM Licensing

      Gayan Perera, 03 April 2019

      In April 2019, Microsoft announced a raft of changes to the way Dynamics 365 CRM licensed. One these changes is related to storage. Prior to April 2019, the following was true: •    Storage meant data records + files + audit records •    10GB of storage by default •&nbs

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    • Dynamics 365 CRM and NZBN Add-On Solution Now Available!

      Gayan Perera, 01 April 2019

      A New Zealand Business Number (NZBN) is a free, globally unique identifier, available to all Kiwi businesses. With an NZBN, it’s faster and easier for businesses to connect and interact, which will save everyone time and money. An NZBN holds all the key information organisations are most often aske

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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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