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 [...]

Obtaining the User who executed a Workflow in Dynamics 365 for Customer Engagement (C# Workflow Activity)

It's sometimes useful to determine the name of the user account that executes a Workflow within Dynamics CRM/Dynamics 365 for Customer Engagement (CRM/D365CE). What can make this a somewhat fiendish task to accomplish is the default behaviour within the application, which exposes very little contextual information each time a Workflow is triggered. Take, for example, [...]

Modifying Default Lead Qualification Behaviour via C# (Dynamics CRM/Dynamics 365 for Customer Engagement)

Dynamics CRM/Dynamics 365 for Customer Engagement (CRM/D365CE) is an incredibly flexible application for the most part. Regardless of how your business operates, you can generally tailor the system to suit your requirements and extend it to your heart's content; often to the point where it is completely unrecognisable from the base application. Notwithstanding this argument, [...]

How To Fix Missing Server-Side Synchronization Monitoring Dashboard (Dynamics CRM/Dynamics 365 for Enterprise)

When Server-Side Synchronization (Server-Side Sync) was first introduced in Dynamics CRM 2013, I imagine that lots of application and email server administrators breathed a huge sigh of relief. The feature greatly simplified the amount of effort involved in integrating On-Premise/Online CRM instances with their equivalent Exchange Server versions. Previously, the only way of achieving such an [...]

Getting Started with the Dynamics 365 for Customer Engagement Data Connector (Microsoft Access)

With the dizzying array of cloud-hosted applications and database systems available to IT system administrators today (often deployable at a few button clicks), you may be forgiven for thinking that Microsoft Access has joined the ranks of InfoPath, Visual FoxPro and other semi-legendary deprecated applications. Far from it - Access is still a mainstay within most [...]

Choosing the Best Support Offering for your Dynamics 365 for Enterprise Subscription

Even with the best will in the world, objects that we own or operate will sometimes break down completely. In these occasions, after typically spending an inordinate amount of time attempting to resolve things ourselves, we refer to others who have the expertise and ability to provide a fix. Often, this will come at a [...]

Getting your Dynamics CRM/Dynamics 365 for Enterprise System GDPR Ready – Part 5: Managing Subject Access Requests with Word Templates

This is the final post in my 5 part series focusing on the practical implications surrounding the General Data Protection Regulation (GDPR) and how some of the features within Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E) can be utilised to smooth your organisations transition towards achieving compliance with the regulation. In this week's post, we will [...]

Getting your Dynamics CRM/Dynamics 365 for Enterprise System GDPR Ready – Part 4: Managing Data Retention Policy with Bulk Record Deletion

Welcome to part 4 of my 5 part series looking at the practical implications surrounding the General Data Protection Regulation (GDPR) in the context of Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E). The series looks at how some of the features within this application can assist you in your journey towards GDPR compliance. This week's post [...]

Getting your Dynamics CRM/Dynamics 365 for Enterprise System GDPR Ready – Part 3: Implementing & Documenting A Security Model

This is part 3 of a 5 part series, where we take a closer look at the practical implications the General Data Protection Regulation (GDPR) has upon organisations/businesses in Europe and some of the ways Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E) can assist you as part of the transition. Last week, we saw how Field [...]

Getting your Dynamics CRM/Dynamics 365 for Enterprise System GDPR Ready – Part 2: Getting to Grips With Field Security Profiles

This is part 2 of a 5 part series, where we take a closer look at the practical implications the General Data Protection Regulation (GDPR) will have upon your organisation and some of the ways Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E) can assist you as part of the transition. Last week, we took a look [...]