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 [...]

Implementing Custom Calculations for Sales Entities (Dynamics CRM/Dynamics 365 for Enterprise)

Organisations that deploy Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E) can immediately take advantage of a number of inbuilt functionality, processes and data models that can be re-purposed with minimal effort. Whilst this approach can often lead to more streamlined deployment of your CRM/D365E solution, individuals customising the system should take care not to make the [...]

Utilising Pre/Post Entity Images in a Dynamics CRM Plugin

One of the challenges when first working with CRM Plugins is understanding how the execution context works. To briefly summarise, this contains the information relating to how and when the plugin is executed. It can give you answers to some of the questions you may wish to "ask" your CRM - for example, what record has [...]