Clik here to view.
Dynamics 365 CRM and NZBN Add-On Solution Now Available!
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...
View ArticleClik here to view.
Get More Storage Space by Switching to the Latest Dynamics 365 CRM Licensing
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...
View ArticleClik here to view.
Enabling the New Dynamics 365 Online Unified Interface by Default
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...
View ArticleClik here to view.
How to Set the Entity Image on a Contact in Dynamics 365 Using C#
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...
View ArticleClik here to view.
Upgrading to Dynamics 365 with Click Dimensions
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...
View ArticleClik here to view.
How to Create, Share, Delete and Set a Personal View to Default in Microsoft...
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 ArticleClik here to view.
Fix Incorrectly Created Status Reasons in Dynamics 365
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...
View ArticleClik here to view.
Combine Columns to Import Data in Dynamics 365
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...
View ArticleClik here to view.
Data Import Error - Microsoft Dynamics 365 Fields were not Found
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...
View ArticleClik here to view.
Enable Entities for Dynamics 365 for Outlook
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...
View ArticleClik here to view.
OptionSet Mapping in KingswaySoft SSIS
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...
View ArticleClik here to view.
Importing data from Excel into the Common Data Services using Power Query
While working with CDS I was attempting to import data to a newly created entity (“prospects”) from an Excel workbook. I’d tried using the “Get data from Excel” functionality only to be greeted with...
View ArticleClik here to view.
How to fix the 'Could not find the entity' error in KingswaySoft SSIS
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...
View ArticleClik here to view.
Setting up Error Logging for Dynamics 365 Portals
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...
View ArticleClik here to view.
PowerApps -- Passing Null Values to Entities in CDS
In the current version of PowerApps, passing null to a text field is fairly easy as you can use the function Blank(). As the document states, this only works for data sources that support null values....
View ArticleClik here to view.
Bookmarklet to open a record in the Classic Web Client
If you have set the Unified Interface Client as the default (details on how to do this are here) you may want to quickly open a record in the classic Web Client. For instance, you may want to access...
View ArticleClik here to view.
Lookups vs OptionSets
Why use a Lookup over an OptionSet?OptionSets are a simple way to deal with lists and will meet most of your requirements, however in some situation you might want to use lookups.Why would I choose to...
View ArticleClik here to view.
The not so secret key to CRM implementation success
You’ve commissioned a shiny new CRM 6 months ago. You’ve gone through the analysis and design phase; development is done and the final system testing by your CRM partner is in progress. Excitement is...
View ArticleClik here to view.
Flattening Opportunity and Opportunity Products in Power BI
In Microsoft Dynamics 365 the Opportunity and Opportunity Products entities form a Header/Detail relationship. This is a common type of relationship between entities. Other examples include Quote,...
View ArticleClik here to view.
Dynamics 365 - Who Created that Solution?
Here’s a quick and easy tip for you. Suppose you have multiple people in your organisation with the System Administrator or System Customizer Security Roles. This gives them the right to create...
View Article