Implementing Custom Calculations for Sales Entities (Dynamics CRM/Dynamics 365 for Enterprise)

Organisations that deploy Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E) can immediately take advantage of a number of inbuilt functionality, processes and data models that can be re-purposed with minimal effort. Whilst this approach can often lead to more streamlined deployment of your CRM/D365E solution, individuals customising the system should take care not to make the [...]

Overcoming Date Range Hurdles (Power BI/DAX)

The single biggest challenge when developing a reporting solution is data. Invariably, you won't always have one database that contains all the information you need; often, you will need to bring across disparate and unrelated data sources into a common model. This problem can be exasperated if your organisation has a number of application or [...]

Deleting Entity with Blank Sdk Message Processing Step (Dynamics CRM/365 for Enterprise)

One of the dangers when working as part of a specific role within a technology-focused occupation is that a full 360-degree knowledge of an application, and some its more subtle nuances, can often be lacking. This is particularly true for those who work with Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E). For example, most people can say [...]

Utilising Views with the CRM/Dynamics 365 for Enterprise Web API

I was recently showing a colleague how to use the rather excellent CRM REST Builder Managed Solution, in particular, its ability to generate code snippets for predefined query requests into Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E). During the demo, I noticed the following options under the Query Type drop-down with interest: I did some further [...]

SQL Server Error When Downloading Word Template (Dynamics CRM 2016/Dynamics 365 for Enterprise)

Often, when working with the latest features as part of Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E), it very much feels like handling a double-edged sword. Whilst the functionality they bring to the table is often impressive, there is typically scant information available when things go wrong - either through official channels or via online forum/blog [...]