Getting your Dynamics CRM/Dynamics 365 for Enterprise System GDPR Ready – Part 5: Managing Subject Access Requests with Word Templates

This is the final post in my 5 part series focusing on the practical implications surrounding the General Data Protection Regulation (GDPR) and how some of the features within Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E) can be utilised to smooth your organisations transition towards achieving compliance with the regulation. In this week's post, we will [...]

Getting Started with Office 365 Groups (Dynamics CRM/Dynamics 365 for Enterprise)

I was recently involved in deploying my first ever Office 365 Group. I already had a good theoretical understanding of them, thanks to the curriculum for the Business Applications MCSA, but I had not yet seen how they perform in action. The best way of summing them up is that they are, in effect, a [...]

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 [...]

Using SQL Server Functions to Simplify Option Set Label Retrieval (Dynamics 365 for Enterprise Data Export Service)

When you have spent any length of time working with Dynamics CRM Online/Dynamics 365 for Enterprise (D365E) data programmatically, you become accustomed to how Option Set, State and Status Reason values are presented to you in code. To explain, the application does not store your Option Set value display names within the SQL Server Entity [...]

Microsoft Dynamics 365 Data Export Service: Review

Although CRM Online/Dynamics 365 for Enterprise (D365E) does provide a plethora of different tools aimed at satisfying reporting requirements for users of the application, you are restricted in how data can be queried within the application. For example, you cannot just connect straight up to the applications SQL database and start writing stored procedures that perform complex [...]

More Adventures in Pre-Filtering Customer Lookup Fields (Dynamics CRM/Dynamics 365 for Enterprise)

When working with form-level JScript functionality on Dynamics CRM/Dynamics 365 for Enterprise (D365E), you often uncover some interesting pieces of exposed functionality that can be utilised neatly for a specific business scenario. I did a blog post last year on arguably one of the best of these functions when working with Lookup field controls - [...]

Utilising Views with the CRM/Dynamics 365 for Enterprise Web API

I was recently showing a colleague how to use the rather excellent CRM REST Builder Managed Solution, in particular, its ability to generate code snippets for predefined query requests into Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E). During the demo, I noticed the following options under the Query Type drop-down with interest: I did some further [...]

SQL Server Error When Downloading Word Template (Dynamics CRM 2016/Dynamics 365 for Enterprise)

Often, when working with the latest features as part of Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E), it very much feels like handling a double-edged sword. Whilst the functionality they bring to the table is often impressive, there is typically scant information available when things go wrong - either through official channels or via online forum/blog [...]

Power BI Deep Dive: Using the Web API to Query Dynamics CRM/365 for Enterprise

I have had an opportunity recently to start getting to grips with the wonderful world of PowerBI. For those who have walked the tightrope between Excel and SQL Server Reporting Service (SSRS) Reports, PowerBI appears to be the tool with these individuals in mind. It enables you to leverage existing Excel knowledge (through PowerQuery or [...]