Determining the Initiating User Details on a C# Plug-in (Dynamics 365 for Customer Engagement)

In last week's post, we took a look at how a custom Workflow activity can be implemented within Dynamics CRM/Dynamics 365 for Customer Engagement to obtain the name of the user who triggered the workflow. It may be useful to retrieve this information for a variety of different reasons, such as debugging, logging user activity [...]

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, [...]

Dynamics CRM Data Import Job Stuck at Parsing

The introduction of Excel Online within Dynamics CRM was one of those big, exciting moments within the applications history. For Excel heads globally, it provides a familiar interface in which CRM data can be consumed and modified, without need to take data completely off CRM in the process. It is also a feature that can [...]

Upgrading to Dynamics CRM 2016: Observations & Experience

A slightly shorter blog post this week, as I have spent the majority of the weekend upgrading our CRM Online instance to 2016 🙂 Due to the size of our current deployment and, because some of the new features such as Word Templates and Solution Patches will help make a real difference for our end-users/CRM Administrators, [...]