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 […]
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 (v9.4.0 – the old was v9.2.0). Before starting a migration, which has quite a lot of entities and data, I […]
This is by no means a new site, but I find myself comming back to it again and again, and I would like to share it with those, who have not yet discovered this little gem. https://crmthemes.azurewebsites.net/ This is a theme generator for Dynamics 365, where you can try different color setups for your CRM […]
I was recently presented with an error in the Dynamics 365 Outlook plugin, after the clients organization was upgraded from Dynamics 365 v8.2 to v9.0. After the upgrade, their outlook started to fail because of invalid metadata. The following error would be thrown when trying to connect to the CRM organization: Metadata contains a reference […]
Lately I’ve been working a lot more in Dynamics365 than I have onPremise, and for the most part, the online CRM offers some very cool customization options, but there are scenarios, where I really would love access to the database, when performing data transformations. The fact that we can’t simply connect to the database for […]
From time to time when you enter Outlook, you are unable to see your CRM client. This is most likely because it has been deactivated automatically. It’s easy to find it and re-enable it. Click on the File tab On the left side, finde the Add-ins option In the add-in options, you can see all […]