Is the Dynamics CRM/Dynamics 365 for Enterprise Web Application Supported with RDS?

The sheer breadth of ways that you can utilise Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E) can sometimes boggle the mind. Whether it's through a traditional web browser, mobile app, the new interactive service hub or even through your own website created via the SDK, organisations have an ever-increasing array of routes they can go down [...]

How to Obtain your Dual-Usage License Key for Dynamics 365 for Enterprise

Back in the days of Dynamics CRM 2016 and earlier, one of the major benefits of opting towards an Online subscription versus an On-Premise license was the Dual-Usage rights granted to your organisation. This meant that, so long as your On-Premise Server installation was licensed, your individual Online User CAL's would also be licensed like [...]

Removing Multiple Status Reason Values in the Header Area (Dynamics CRM/Dynamics 365 for Enterprise)

The ability to modify the values within Option Set fields on a Dynamics CRM/Dynamics 365 for Enterprise (D365E) form is, depending on your business scenario, one of the best reasons to learn how to write basic JScript form functions. Microsoft makes available 3 methods via the Xrm.Page.ui control (which can be handily shortcutted to Xrm.Page.getControl): addOption [...]

Automatically Publish Duplicate Detection Rules (Dynamics CRM/Dynamics 365 for Enterprise)

For those who are well versed in rolling out solution updates within Dynamics CRM/365 for Enterprise (CRM/D365E), the process will always have a certain familiarity to it, with a few surprises rolled in now and again. Often, the update will proceed as anticipated; sometimes, you may encounter bizarre issues. I can remember a particularly strange incident [...]

Bulk Creating Dynamics CRM/365 for Enterprise Records in C#: Create Request vs. ExecuteMultipleRequest

It is often the case, as part of any application or database system, that certain record types will be well-suited towards duplication. Whilst this is generally a big no-no for individual customer records or invoice details, for example, there are other situations where the ability to duplicate and slightly modify an existing record becomes incredibly [...]

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 [...]

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 [...]

Upgrading to Windows Server 2016 from Windows Server 2012 R2

I was rather surprised to see, when browsing through the software options available to MSDN subscribers, that a non-preview version of Windows Server 2016 was available to download. Further investigation proved that Windows Server had been quietly released in the middle of October, something which I made reference to as part of a previous post on Ignite 2016. For [...]

Deciding the Best Option for your SMB CRM/Dynamics 365 Deployment: Microsoft Partner, External Consultant or Internal Project?

Your business has decided it wants to implement Dynamics CRM/Dynamics 365 for Enterprise (D365E). That's great news! Your next crucial decision will be what approach you take in implementing the system, in particular, who you involve as part of the planning, designing and building phases. Businesses that lack individuals with dedicated, technical know-how will often [...]

Managing Changes in your CRM Production Environment: Managed vs. Unmanaged Solutions

Change control and management are important considerations for any IT system - and CRM is no different in this respect. Business processes are often subject to change at the drop of a hat, and organisations should ensure that they have robust, effective and, most of all, efficient processes in place for change management. Often these [...]