Dynamics 365 Reports – Open Link Error
I have used SSRS to create Dynamics 365 reports for a while. This report shows the users some Opportunity information and lets them click on the Opportunity name to open the record (see this post f...
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Dynamics 365 Developer Toolkit Login Issues
The Dynamics 365 Developer Toolkit is a helpful extension to Visual Studio that saves time when developing new plugins & workflows for Dynamics.
Dynamics 365 App for Outlook Access Issues after V9 Upgrade
After I upgraded from Dynamics 365 v8.2 to v9 I lost access to the Dynamics App for Outlook on non-admin accounts. The error message below would appear whenever I clicked opened the app in Outlook.
Creating Custom Word Document Templates in Dynamics 365
The Document Template functionality in Dynamics 365 is useful as it allows you to create business branded documents using information from the Dynamics 365 system. It does have some limitations whi...
Error when importing Dynamics CRM 365 v8.2 managed solution into v9 instance
Whilst importing a Dynamics CRM v8.2 managed solution into Dynamics CRM v9 I encountered the following error. Searching the internet suggests that the error is mainly thrown when trying to install ...
Dynamics 365 CRM – ‘Products in Parent Price List updated’ saved query missing
One of my users recently encountered a strange error. When they tried to change an existing product on the Order Product, Quote Product or Sales Document form where the look up field had been set t...
Bulk Updating records in Dynamics CRM where a field is read-only
I recently came across a issue where I had to bulk update some records in CRM, but one of the fields I needed to update had been marked as read only on the form. This meant that I was unable to map...
Dynamics 365 CRM Automated Solution Deployment using Visual Studio Team Services Online Build & Release
One of the useful features in Dynamics CRM is the ability to create solutions for transporting distinct pieces of work across development environments. Whilst this is useful, it also means that if ...
Dynamics CRM Cascading Drop Downs / Dependent Option Set
A user asked if it would be possible to recreate cascading drop down lists like they had in SalesForce. I thought this would be an out of the box configuration and agreed that they could have it. S...
Opening a record in Dynamics from SSRS
One of the requests a user had recently was being able to click on the name of a sales document in a report and for it to open the record in Dynamics. I knew SSRS reports supported actions, but I w...