• 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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    • Error when Qualifying a Lead in Dynamics 365

      Zoe Sands, 06 March 2019

      While working with Leads in a Business Process Flow in Dynamics 365, I had a user decide they needed to edit some information on a recently Qualified Lead. They reopened this Lead, made their change and then tried to close it again only to be presented with the following error: Upon inspecting the l

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    • Add or Remove Events for Sub-grids in Dynamics 365

      Zoe Sands, 23 January 2019

      In Dynamics 365, you can add or remove onload events from a sub-grid by referencing functions by name. The two examples below show how this is done. Xrm.Page.getControl("mag_mygrid").addOnLoad(myMethod); Xrm.Page.getControl("mag_mygrid").removeOnLoad(myMethod) Because the addOnLoad and removeOnLoad

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    • Making Changes to Record Create and Update Rules in Dynamics 365

      Zoe Sands, 15 January 2019

      A while back we had a client who decided to utilize Record Create and Update Rules (RCUR) in their CRM solution. This required us to make them approximately 30 RCURs, one for each queue they had in the system. Recently we have had some changes to make, rather than deploying the old solution with all

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    • Run Workflows on Create of a User in Dynamics 365

      Zoe Sands, 19 November 2018

      As mentioned in a previous blog, plugins are not triggered on create of a user in CRM 365 online. In that blog, I talked about how you can trigger them on associate of a user to a security role. In this blog, I will talk about another alternative. When you create a user in CRM online, plugins are n

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    • Server-side Sync with Dynamics 365 Online to Exchange On Premise

      Zoe Sands, 12 September 2018

      I recently had some issues setting up Server-Side Sync (SSS) for a client who was using Exchange on premise with their online deployment of Dynamics 365. I was given the Exchange server URL, and a user name and password for a user that had been given appropriate permissions to Exchange. The Email Se

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    • Lookup Filtering using AddCustomFilter vs AddCustomView in Dynamics 365

      Zoe Sands, 09 August 2018

      Lookup Filtering Options and Gotchas in Dynamics 365 When it comes to lookup filters, sometimes the out of the box related Records Filtering doesn’t quite make the cut. You may want to filter by common values on the entity other than lookups or by more than one lookup. This is where you can utilize

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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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    • GrantConfigDBDatabaseAccessAction Error When Installing Dynamics 365

      Zoe Sands, 20 March 2018

      During a recent install of Dynamics 365 I had this error pop up. This was caused because we had left SQL Server Management Studio while performing other set up tasks. To continue from this error, you need to close SQL Server Management Studio and then click on the Retry button to resume the install

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    • Fixing Plugin Not Triggered on Create of a User in Microsoft Dynamics 365

      Zoe Sands, 05 March 2018

      I recently had to write a plugin for a client that would be triggered when a user was created. This plugin would create some custom settings records for that user. The first thing I tried was creating these records when a user was created however despite being able to register a plugin on create of

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    • How to Filter FetchXML Using Aliased Values in Microsoft Dynamics 365

      Zoe Sands, 04 October 2017

      We’ve all been using the Dynamics 365/CRM query builder to generate Fetch XML queries and wished that we could filter across entities in Dynamics 365. Turns out you can! Granted you can’t do it in the UI but you can using Fetch XML. This is useful for places like reports and custom JavaScript. Here’

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    • How to Work with Record Create and Update Rules null(Channel Properties) in Dynamics CRM

      Zoe Sands, 18 September 2017

      While working with Dynamics CRM’s Record Create and Update Rules we came across this error within a Case creation step: “The specified contact doesn’t belong to the contact that was specified in the customer field. Remove the value from the contact field, or select a contact associated to the select

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    • How to Restart SLAs for Reopened Cases in Dynamics 365

      Zoe Sands, 13 September 2017

      However, you choose to use cases in Dynamics 365, the use of SLAs is very useful for managing and ensuring all cases are resolved and closed in a timely manner. But, if you ever have to reopen a case for whatever reason the SLA will not automatically be restarted. This means that if your users reope

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    • Gotchas with Dynamics 365 Record Creation and Update Rules

      Zoe Sands, 31 July 2017

      Working with Dynamics 365 Record Create and Update Rules (RCUR) can be a useful user friendly way of creating workflows based on items that are added to a Queue. Here are some things I found helpful when developing a set of RCURs for a project.1.    If you rename a RCUR step, the back

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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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