Solution Import Errors on Marketing List Entity (Dynamics 365 Customer Engagement Version 9.0+)

The importance of segregated deployment environments for any IT application cannot be understated. Even if this only comprises of a single test/User Acceptance Testing (UAT) environment, there are a plethora of benefits involved, which should easily outweigh any administrative or time effort involved: They provide a safe "sandbox" for any functionality or developmental changes to be [...]

The Mystery of the Missing Workflow Sitemap Area Revisited (Dynamics 365 Customer Engagement)

I've gone on record previously saying how highly I rate the Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) community. Out of all the groups I have been a part of in the past, you couldn't ask for a more diverse, highly passionate and - most importantly of all - helpful community. There are a lot of [...]

The Mystery of the Missing Workflow Sitemap Area (Dynamics 365 Customer Engagement)

UPDATE 02/09/2018: It turns out that there is a far better way of fixing this problem. Please click here to find out more. I thought I was losing my mind the other day. This feeling can be a general occurrence in the world of IT, when something completely random and unexplainable happens - emphasised even [...]

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 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 [...]

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 [...]

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, [...]

Resolving ‘Link entity with name or alias account is not found’ Error When Using Xrm.Page.getControl().addPreSearch JScript Function

One of the nice things about working with lookup fields on entity forms is the ability to filter the results programmatically via a form level JScript function. The steps for doing this, thankfully, are rather straightforward: Prepare a FetchXML filter snippet that applies the type of filtering you want to perform. This can either be [...]