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 [...]

“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, [...]

Getting your Dynamics CRM/Dynamics 365 for Enterprise System GDPR Ready – Part 1: Utilising Transparent Database Encryption (TDE)

Monday may not have been my day of choice for attending an all-day session on the General Data Protection Regulation (GDPR), but it was something that I walked away from feeling more well-informed on: https://twitter.com/joejgriffin/status/884419681502810112 If you currently work within the IT industry, then I would be very surprised if you have not yet come [...]

Preventing Folder Names With GUID’s in SharePoint (Dynamics CRM/Dynamics 365 for Enterprise)

The ability to incorporate document management functionality within Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E) is one of the ways that the application integrates neatly with other products in the Microsoft "stack", giving you the ability to drive further benefit from your existing CRM/D365E deployment. Documents that specifically concern a particular record can be stored within [...]

What is Unsecure/Secure Configuration on a Dynamics CRM/365 for Enterprise Plugin?

When working with applications day in, day out, you sometimes overlook something that is sitting there, staring at you in the face. It may be an important feature or an inconsequential piece of functionality, but you never really take the time to fully understand either way just what it is and whether it can offer [...]

Automatically Populate Extended Amount Field When Using Custom Pricing (Dynamics CRM/365 for Enterprise)

Generally, when you are looking at adopting Dynamics CRM/Dynamics 365 for Enterprise (D365E) within your business, you can be reasonably satisfied that the majority of what is already configured within the system can be very quickly adapted to suit your business needs. Whether it's the Lead to Opportunity sales process or the entire Case management module, the functionality at [...]

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 [...]