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 [...]

Top 10 Most Viewed CRM Chap Blog Posts

Slight change of pace with this week's blog post, which will be a fairly condensed and self-indulgent affair - due to personal circumstances, I have been waylaid somewhat when it comes to producing content for the blog and I have also been unable to make any further progress with my new YouTube video series. Hoping [...]

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 [...]

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 [...]

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 [...]

Automatically Publish Duplicate Detection Rules (Dynamics CRM/Dynamics 365 for Enterprise)

For those who are well versed in rolling out solution updates within Dynamics CRM/365 for Enterprise (CRM/D365E), the process will always have a certain familiarity to it, with a few surprises rolled in now and again. Often, the update will proceed as anticipated; sometimes, you may encounter bizarre issues. I can remember a particularly strange incident [...]