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Iconing in Dynamics CRM

Using Dynamics CRM, I create new entities with every project. But how to create the right icons for my newly created enties? For iconing, I use a freeware tool called Metro Studio. It’s easy to use and provides you a wide range of icons and ...

Marc G. 895
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Workaround for double update on statecode change via WebAPI

The new WebApi of Dynamics CRM 2016 has some strange behavior when you only update the state code. You would expect that there would be one update to the record, but when you inspect the audit logs, there are two updates to the record. First there...

Marc G. 895
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Using global OptionSets with Dynamics 365 Dialogs

Today I was facing a challenge with using global OptionSets in Dynamics 365 Dialogs. One of the companies I work for has a extreme large list of Price Lists (> 250) in CRM due to different combinations of product available. In order to improve ...

Marc G. 895
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Error deactivating Business Process Flow after upgrade from CRM 2015 to Dyn365

Lately I had a couple of customers with an upgrade from CRM 2015 to 2016 and eventually to Dynamics 365. After this upgrade, there is a problem deactivating already activated Business Process Flows. You’ll receive an error like down here. Wh...

Marc G. 895
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Import existing Contacts or Accounts from Excel into a Marketing List as Members

Every now and then a customer asks me weather it’s possible to use an Excel sheet with existing Contacts or Accounts to create Marketing List. Although you should think Microsoft would have thought about that functionality, it just doesnR...

Marc G. 895
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Migrating / Importing data and maintaining Created By, Modified By and Modified On

When importing or migrating data to a Dynamics 365 / CRM environment you cannot migrate the fields Created By, Modified By and Modified On. Most customers won’t bother about it until it comes down to the migration of ‘old’ activi...

Marc G. 895
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Testing the Dynamics 365 / CRM app without device

We all have customers still working with an on-premise Dynamics CRM environment. Most of the time, these customers have IFD enabled on their Production, but not on their Development and Test orgs. This means you cannot get to test the app. Also, w...

Marc G. 895
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Cannot track e-mail to custom entities

With the use of the new Dynamics 365 for Outlook-App, we finally have a proper-working Outlook integration. However, I ran into a problem at one of my customers that they couldn’t track e-mail to a custom entity. That is, search the proper r...

Marc G. 895