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Fix: Business Proces Flow not updating stepname

January 30, 2019 Written by Thomas

In january 2019, I started getting reports from customers, that their business process flows was not updating the stepname on opportunity records anymore. Logs showed, the fields were updated in december 2018, but suddenly stopped working. Ofcause I started to look into this, and what I found was, that the fields that were being updated, […]

CRM, How-to, JavaScript
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JavaScript basics: Conditionally hide sections ...

January 23, 2019 Written by Thomas

I recently started looking into javascript, with the purpose of expanding my customization toolbelt for Dynamics CRM, and I wanted to share some of my small customizations here for others to use (primary for myself to use, as I tend to forget quickly). One of the first things I wanted to get down, was the […]

CRM, How-to, JavaScript
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Dynamics 365 v9.0 with less padding

November 8, 2018 Written by Thomas

I recently fell over a blog from Andrew Butenko (link to his blog post), where he demonstrated a method, to minimize the whitespace padding in Dynamics 365 v9.0. His code works very well, but it is unsupported – which means, you’re on your own for using it. But it can help with mitigating those aweful […]

CRM, How-to
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Dynamics 365 Storage analyzer

August 29, 2018 Written by Thomas

For a long long time, I have been looking for a tool, that could give me an overview over data usage in CRM, but I havent been able to find something, that suited my needs – until now. CRM doesnt have a standard way, where you easily can get an overview over which entities are […]

CRM, How-to
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Split fullName into first- and lastname in SQL,...

August 1, 2018 Written by Thomas

This is something I find myself doing over and over and over again, when importing data to CRM, seeing as CRM wants the contacts as Firstname and Lastname. And the data I receive is very rarely in that condition. So I find myself having to split the column fairly often – and I always forget […]

CRM, How-to, SSIS
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Using KingswaySoft to migrate ClickDimensions

August 1, 2018 Written by Thomas
ClickDimensions Logo

I was tasked with migrating a ClickDimensions solution from one Dynamics 365 to another Dynamics365 (both version 9.0). The only differences were, that it was a different CRM tenant and a newer version of ClickDimensions

CRM, KingswaySoft, SSIS, Visual Studio
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The author

KingswaySoft MVP & Microsoft certified professional

My name is Thomas and I am a consultant at a company called netcompany A/S in Denmark. My primary focus is working with SSIS and KingswaySoft, where I perform integrations and datatranformations.

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Recent Posts

  • Difference between two dates (SQL, SSIS and JavaScript)
  • Easy way to fetch row count for all tables in a SQL database
  • Create Application user in Azure for use in Dynamics 365
  • SSIS Basics: Merge join
  • Open dashboards in a new window

Useful information

  • Installation guide to KingswaySoft
  • Software download list
  • CRM Object Type Codes
  • CRM State & Status codes
  • Script Repository

Archives

  • May 2020 (1)
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  • November 2018 (1)
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  • August 2018 (3)
  • May 2018 (4)
  • December 2017 (2)
  • August 2017 (1)
  • February 2017 (1)
  • November 2016 (4)
  • October 2016 (1)
  • September 2016 (2)
  • August 2016 (5)
  • June 2016 (4)
  • May 2016 (3)

Useful blogs/links

Henrik Jensen, my good friend and colleague, has a blog regarding EVERYTHING Dynamics crm. He's got 50+ certifications, and he is a force to be reckoned with. Link to his blog (danish): crmblog.dk

KingswaySoft have developed an outstanding piece of software for datamanagement to and from CRM, and I can recommend this toolkit for nearly every situation. Link to their website: kingswaysoft.com

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Disclaimer

The information given on the website is tested on a mixture of live production environments and test environments, and therefore I cannot guarantee my information will work for you, if you attempt to follow my steps.
If you experience problems, please feel free to contact me.

@June 7th 2016