• Addressing the Principal team is missing privileges Error while Migrating Dynamics CRM Data

      Zoe Sands, 28 August 2015

      While performing a data migration between Dynamics CRM instances using the SSIS Integration Toolkit I encountered this error while attempting to migrate Accounts: Principal team (Id=xxx, type=9) is missing prvReadAccount privilege This error occurs because many of these Account records are owned by

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    • FetchXML Retrieving Nulls in a Linked Entity for use in Dynamics CRM Reports

      Zoe Sands, 23 July 2015

      When writing custom FetchXML reports in Dynamics CRM, it is sometimes useful to find out what isn't there as opposed to what is. For example, you may want to find the Contacts that haven't had any activities recorded against them for a specified period of time. Unfortunately, there are no out of the

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    • Retrieving Dates in FetchXML Aggregation for use in Dynamics CRM Reports

      Zoe Sands, 23 July 2015

      While writing a report using FetchXML, I needed to perform aggregation on a linked-entity where I encountered a problem in that fields that are not aggregated have to be grouped. For most fields this is fine; however, for DateTime data types this can be problematic as you cannot group by a date on i

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    • Correcting Customizations in the Sitemap when Upgrading to 2015

      Zoe Sands, 08 April 2015

      In the new CRM 2015 the site map has been updated with a new Settings tab, called Security. This tab has taken some of the related areas from Administration to make things less cluttered and easier to locate different settings. However if you are upgrading your CRM from 2013 to 2015 and yo

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    • Integrating Microsoft Social Listening with Dynamics CRM

      Zoe Sands, 03 March 2015

      Social Listening can help you gain insights into what is being said about your company, products and competitors. Data is given to you in the form of charts and graphs and you are able to drill down into it to see who's talking about you, what they are saying and where they said it. Integrating with

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