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 [...]

Top 6 Most Exciting Features in the Dynamics 365 Spring 2018 Release

Very much like a stopped clock telling the correct time twice a day, you can guarantee there will be two Dynamics 365 Customer Engagement releases each year. The first such occasion this year has come around quickly, with Microsoft setting out the stall for the Spring 2018 release earlier this week. The headline messages around [...]

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 [...]

Top 10 Most Viewed CRM Chap Blog Posts

Slight change of pace with this week's blog post, which will be a fairly condensed and self-indulgent affair - due to personal circumstances, I have been waylaid somewhat when it comes to producing content for the blog and I have also been unable to make any further progress with my new YouTube video series. Hoping [...]

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 [...]

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, [...]

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 [...]