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...

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 [...]

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 [...]

Creating a Dynamics 365 Customer Engagement Plug-in Using VB.NET

Did you know that you can write Plug-ins for Dynamics 365 Customer Engagement/Dynamics CRM (D365CE/CRM) using Visual Basic .NET (VB.NET)? You wouldn't have thought so after a thorough look through the D365CE/CRM Software Development Kit (SDK). Whilst there is a plethora of code examples available for C# plug-ins, no examples are provided on how to [...]

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 [...]