• 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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    • 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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    • 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 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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    • The Danger of SQL Operations in Microsoft Dynamics CRM

      Roshan Mehta, 26 June 2017

      You may have heard that performing SQL operations on your Microsoft Dynamics CRM databases are dangerous or unsupported. But what does that mean? What is so dangerous about it? Why is it unsupported?To clear the air, I’m talking specifically about anything that will alter data in your system and I’m

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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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    • Dynamics 365 Multi Entity Business Process Flows

      David Mochrie, 20 March 2017

      Business Process Flows have been around for a while in Dynamics CRM (now Dynamics 365 of course), since 2013 in fact. They are very useful in helping organisations model their processes in CRM and help guide users through stages of the process. However, there are some limitations which are important

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    • How to Bulk Migrate Dynamics CRM Licences to Dynamics 365 Licences using PowerShell

      Gayan Perera, 09 February 2017

      Along with the rename of Dynamics CRM to Dynamics 365 came new licenses. If you’re on Office 365 with the old Dynamics CRM licenses being assigned to users you will need to re-assign Dynamics 365 licenses to these users at some point. If you have tens of users then manually removing and assigning th

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    • Why Microsoft CRM for Sales is Imperative

      Ann Miller, 02 November 2016

      Sales people are expensive people to bring on-board.  We tend to know our own worth and are often motivated by winning and being well recompensed for our efforts. We will research a prospective employer and weigh up all aspects of the company including remuneration, sensible target and quota se

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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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    • Dynamics CRM Share a Personal View with SYSTEM User

      Paul Nieuwelaar, 16 June 2016

      Why would you want to do this? Well if you’re reading this you probably have a good enough reason. My reason was because we needed to retrieve a personal view in a plugin. It needed to be a personal view because certain users should be able to edit the view, and we can’t give users access to customi

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    • Dynamics CRM Live View - tell us your idea

      Gayan Perera, 24 March 2016

      We thought it would be interesting to see if we could visualize Dynamics CRM system usage by users throughout the system similar to the way Internet attacks are displayed (https://cybermap.kaspersky.com). You might be wondering why you’d want to do that, well, it’s always interesting looking at a l

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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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    • A server certificate could not be validated for the Reporting Services Report Server

      Paul Nieuwelaar, 27 January 2016

      When you're installing Dynamics CRM (this is CRM 2015 in my case), the Reporting Services check may fail with the above error. For some reason, when you install SQL reporting services (this is SQL 2014 in my case), it defaults to using SSL, even though I have no intention of using HTTPS, as this is

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