Modernizing Dynamics 365 Updates: What This Means For Your Organisation

Earlier this year, the Business Applications team at Microsoft published a blog post titled Modernizing the way we update Dynamics 365, a significant article that anyone involved with Dynamics 365 Customer Engagement (D365CE) should take time to read through carefully. Indeed, as a direct consequence of the announcements contained in this post, you may now be [...]

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 [...]

D365UG/CRMUG Manchester (NW UK) Chapter Meeting – 20th June 2018

I was very honoured and excited to be involved with the very first D365UG/CRMUG North West Chapter Meeting earlier this week, hosted at the Grindsmith just off Deansgate in Manchester. This is the first time that a D365UG/CRMUG event has taken place in the North West, and we were absolutely stunned by the level of [...]

‘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 [...]

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 [...]

System.AggregateException: One or more errors occured (Dynamics CRM/Dynamics 365 Customer Engagement Plug-in)

As part of developing Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) plug-ins day in, day out, you can often forget about the Execution Mode setting. This can be evidenced by the fact that I make no mention of it in my recent tutorial video on plug-in development. In a nutshell, this setting enables you to customise whether [...]