• 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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    • 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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    • Getting the localized field name based on a user preferred language in Dynamics 365

      Zoe Sands, 05 May 2017

      Using localized fields to display product records in Dynamics CRM is a good way to make your Dynamics 365 system language independent and user friendly. But what if you also want to use those localized names to set the name of another custom entity using a plugin that looks up to these products? In

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    • Missing Command Bar Buttons for Products in Dynamics 365

      Zoe Sands, 26 April 2017

      I recently developed a Dynamics 365 CRM system that would be used for both English and German users. Both sets of users would have access to Products, but only the German users could not see the necessary command bar buttons even though they had the necessary permissions. I had a look at the butto

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    • Queue Items Disappear on Queue Deactivation in Dynamics 2016

      Zoe Sands, 16 December 2016

      One of our clients had a situation where they had to deactivate one or more of their queues before reassigning all the queue items within it. They noticed that when they deactivated a queue all the items appeared to be deleted. (see image sequence below) This did not help them as they were unable to

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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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    • Microsoft CRM SSIS import failure due to truncations

      Zoe Sands, 02 March 2016

      While importing a CSV file into Microsoft CRM 2016 using a SSIS Integration Services Project, I encountered this error: Data conversion failed. The data conversion for column "Street 1" returned status value 4 and status text "Text was truncated or one or more characters had no match in the target

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    • Unsupported Scripts and Global functions and variables in 2016

      Zoe Sands, 22 February 2016

      CRM has several global functions and variables that can be used in your JavaScript's to gain information about the context that CRM is currently being used in. Pre 2016 you accessed these functions by simply calling them directly…However in 2016 due to the use of Turbo Forms and the way that they l

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    • Preserving Fonts in Aspose Words to save to a pdf in Dynamics CRM

      Zoe Sands, 04 February 2016

      When generating a PDF document using Aspose.Words from a plugin registered in Microsoft Dynamics CRM sandbox mode, it is important to note that Aspose will not have access to the system fonts installed on the server CRM is running on. This means that any fonts specified in the Word file will not be

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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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    • Change How Data is Handled in a Merge Operation in Dynamics CRM

      Zoe Sands, 02 November 2015

      When writing a plugin on the “Merge” message in Microsoft Dynamics CRM, there are three entities you need to work with – although the merge function in CRM is only performed on two records at a time. These are the “Master”, “Subordinate”, and “UpdateContent” entities. When a merge is performed, a t

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    • Migrate Closed Microsoft CRM Opportunities using SSIS Integration Toolkit

      Zoe Sands, 11 September 2015

      Recently I did a data migration from Microsoft Dynamics CRM On-Premise to CRM Online using the SSIS integration toolkit. This tool is useful for migrating data between CRM instances without needing to export everything into Excel spread-sheets or write a console application. While migrating opportun

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