‘Principal user is missing prvReadmsdyn_azuredeployment privilege’ Error in Voice of the Customer

The Voice of the Customer (VoC) solution, available as part of Dynamics 365 Customer Engagement (D365CE), works most effectively when you are tightly integrating your survey's around other features or datasets stored within the application. That's not to say that it must only ever be utilised in tandem as opposed to isolation. If you have [...]

Dynamically Changing Names: Understanding Dynamics 365 Terminology

Back only a few years ago, when events such as a reality TV star becoming President of the USA were the stuff of fantasy fiction, Microsoft had a somewhat niche Customer Relationship Management system called Dynamics CRM. Indeed, the very name of this blog still attests to this fact. The "CRM" acronym provides a succinct mechanism [...]

Importing/Exporting Subject Records between Dynamics 365 Customer Engagement Environments

After going through a few separate development cycles involving Dynamics 365 Customer Engagement (D365CE), you begin to get a good grasp of the type of tasks that need to be followed through each time. Most of these are what you may expect - such as importing an unmanaged/managed solution into a production environment - but [...]

Override the Modified On Field Value When Reassigning Resolved Cases (Dynamics 365 for Customer Service)

Typically, when working with Dynamics 365 for Customer Service entities, you expect a certain type of behaviour. A good example of this in practice is entity record activation and the differences between Active and Inactive record types. In simple terms, you are generally restricted in the actions that can be performed against an Inactive record, most [...]

Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Custom Workflow Assembly

This is an accompanying blog post to my YouTube video Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Custom Workflow Assembly. The video is part of my tutorial series on how to accomplish developer focused tasks within Dynamics 365 Customer Engagement. You can watch the video in full below: https://youtu.be/0r02M71U140 Below you will find [...]

Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Plug-in

This is an accompanying blog post to my YouTube video Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Plug-in, the second in a series aiming to provide tutorials on how to accomplish developer focused tasks within Dynamics 365 Customer Engagement. You can watch the video in full below: https://youtu.be/y0SgyieGYU8 Below you will find links to [...]

Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Jscript Form Function

This is an accompanying blog post to my YouTube video Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Jscript Form Function, the first in a series that aims to provide tutorials on how to accomplish developer focused tasks within Dynamics 365 Customer Engagement. You can watch the video in full below: https://youtu.be/smZyMwQjgpM Below you will [...]

Creating a Dynamics 365 Customer Engagement Plug-in Using VB.NET

Did you know that you can write Plug-ins for Dynamics 365 Customer Engagement/Dynamics CRM (D365CE/CRM) using Visual Basic .NET (VB.NET)? You wouldn't have thought so after a thorough look through the D365CE/CRM Software Development Kit (SDK). Whilst there is a plethora of code examples available for C# plug-ins, no examples are provided on how to [...]

Mapping Product Attributes to Quote/Order/Invoice Line Items (Dynamics 365 Customer Engagement)

Working in-depth amidst the Sales entities (e.g. Product, Price List, Quote etc.) within Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) can produce some unexpected complications. What you may think is simple to achieve on the outset, based on how other entities work within the system, often leads you in a completely different direction. A good rule [...]

“Fields that are not valid were specified for the entity.” Solution Import Error (Dynamics 365 Customer Engagement)

Working with Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) solution imports can often feel a lot like persuing a new diet or exercise regime; we start out with the best of intentions of how we want things to proceed, but then something comes up to kick the wheel off the wagon and we end up back [...]