Working with Custom Dynamics 365 Customer Engagement Dataset Schemas in Azure Data Factory V2

By default, the Dynamics 365 Customer Engagement connector for Azure Data Factory V2 exposes a predefined list of fields, that must have data mapped to them for any Copy Data task to complete successfully. This behaviour can be impractical depending on your particular scenario; fortunately, there is a way in which you can override this.

Dynamics 365 Customer Engagement Connector Confusion with Azure Data Factory

Azure Data Factory V2 not just has 1, but three separate connectors that all claim to hook up to Dynamics 365 Customer Engagement/Dynamics CRM! So which connector is the "right" one to use and what differences do they have? With a little help from Alan Partridge, we can clear up any confusion...

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 [...]

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 [...]

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 [...]

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 [...]

Mapping Product Attributes to Quote/Order/Invoice Line Items (Dynamics 365 Customer Engagement)

Working in-depth amidst the Sales entities (e.g. Product, Price List, Quote etc.) within Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) can produce some unexpected complications. What you may think is simple to achieve on the outset, based on how other entities work within the system, often leads you in a completely different direction. A good rule [...]