Solution Import Errors on Marketing List Entity (Dynamics 365 Customer Engagement Version 9.0+)

The importance of segregated deployment environments for any IT application cannot be understated. Even if this only comprises of a single test/User Acceptance Testing (UAT) environment, there are a plethora of benefits involved, which should easily outweigh any administrative or time effort involved: They provide a safe "sandbox" for any functionality or developmental changes to be [...]

Incoming Emails Not Synchronizing in Dynamics CRM/Dynamics 365 Customer Engagement

Earlier this month, a colleague escalated an issue to me involving Dynamics CRM/365 Customer Engagement (CRM/D365CE), specifically relating to email tracking. This feature is by far one of the most useful and unwieldy within the application, if not configured correctly. In days of yore, the setup steps involved could be tedious to implement, mainly if [...]

The Mystery of the Missing Workflow Sitemap Area Revisited (Dynamics 365 Customer Engagement)

I've gone on record previously saying how highly I rate the Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) community. Out of all the groups I have been a part of in the past, you couldn't ask for a more diverse, highly passionate and - most importantly of all - helpful community. There are a lot of [...]

The Mystery of the Missing Workflow Sitemap Area (Dynamics 365 Customer Engagement)

UPDATE 02/09/2018: It turns out that there is a far better way of fixing this problem. Please click here to find out more. I thought I was losing my mind the other day. This feeling can be a general occurrence in the world of IT, when something completely random and unexplainable happens - emphasised even [...]

My Highlights from the October 2018 Business Application Release Notes

With two major Microsoft events recently taking place back to back over the last fortnight - Microsoft Inspire & the Business Applications Summit - there is, understandably, a plethora of major new announcements that concern those of us who are working in the Business Applications space today. The critical announcement from my perspective is the [...]

Voice of the Customer Survey Response File Uploads: A Few Thoughts

The Voice of the Customer (VoC) add-on solution for Dynamics 365 Customer Engagement (D365CE) presents a really nice way of incorporating survey capabilities within your existing Dynamics application estate, without any additional cost or significant administrative overhead. I've talked about the tool previously, within the context of specific application errors, and I can attest to [...]

‘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 [...]

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 [...]

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 [...]