“Fields that are not valid were specified for the entity.” Solution Import Error (Dynamics 365 Customer Engagement)

Working with Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) solution imports can often feel a lot like persuing a new diet or exercise regime; we start out with the best of intentions of how we want things to proceed, but then something comes up to kick the wheel off the wagon and we end up back [...]

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 [...]

Obtaining the User who executed a Workflow in Dynamics 365 for Customer Engagement (C# Workflow Activity)

It's sometimes useful to determine the name of the user account that executes a Workflow within Dynamics CRM/Dynamics 365 for Customer Engagement (CRM/D365CE). What can make this a somewhat fiendish task to accomplish is the default behaviour within the application, which exposes very little contextual information each time a Workflow is triggered. Take, for example, [...]

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, [...]

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 [...]

Resolving ‘Link entity with name or alias account is not found’ Error When Using Xrm.Page.getControl().addPreSearch JScript Function

One of the nice things about working with lookup fields on entity forms is the ability to filter the results programmatically via a form level JScript function. The steps for doing this, thankfully, are rather straightforward: Prepare a FetchXML filter snippet that applies the type of filtering you want to perform. This can either be [...]

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, [...]