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We love all things CRM and Online, and this is our area to publish articles, help guides and general information on the CRM Industry, Dynamics CRM in particular, and related Customisation and Development information.

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After upgrading CRM 2011, 2013 or 2015 to Dynamics 365, we can see a problem where the Default Business Process Flows that come with Dynamics 365 fail to Deactivate or Activate from the Processes area in CRM – instead reporting a stock error which is not much use in tracing to the root cause of the problem. This is.... More

Error Deactivating or Activating Business Process Flow after Upgrade of Dynamics CRM

Paul McQuillan | 29/11/2018 19:30:00

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When controlling SharePoint Permissions from Dynamics – we have an option for what level to have unique permissions vs inherited permissions from the Parent Container. The default in SharePoint is to control permissions at the Site Level, such that a Site could have Unique Permissions for Users rather than inheriting from the Parent or Top-Level Site in the Site.... More

Using DocMan – Inherited vs Unique Permissions

CRM Consultancy | 14/10/2018 13:00:00

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Using DocMan, each Entity in Dynamics can be configured with a number of Rules or Maps that define what area in SharePoint should be used or created for each Record in CRM of that Entity. This is defined in the DocMan Configuration Area as the list of Metadata Entities. Each Metadata Entity containing the Rules and Configuration for.... More

Unique Permissions for Document Libraries and Folders as well as Sites

CRM Consultancy | 13/10/2018 13:00:00

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The security models in Dynamics and SharePoint work under quite different models, and this means there is no out-of-the-box integration to keep Security for Documents in-sync with Security in CRM. So we often have a common requirement to bring the two systems together and have a manageable security model between the two. DocMan enables functionality in Dynamics that.... More

Using DocMan to integrate Security from Dynamics to SharePoint

CRM Consultancy | 12/10/2018 13:00:00

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DocMan allows us to integrate Dynamics and SharePoint with Azure Cognitive Services, and this supports Image Recognition and reading Text from Images. One of the obvious use-cases for this functionality is to scan Business Cards and insert the Details into Dynamics as a new Lead. This takes the Image uploaded into SharePoint, reads the text from the Business.... More

Using DocMan and Cognitive Services as a Business Card Reader

CRM Consultancy | 08/10/2018 08:30:00

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Content Types are a brilliant feature in SharePoint, allowing each Document to be uploaded with a discernible type and set of attributes - his helps us in adding meaning to each document we store and improving how we search and find information in SharePoint. The challenge has been that customising SharePoint to define our list of Content Types and.... More

Publishing Content Types from Dynamics to SharePoint

CRM Consultancy | 07/10/2018 08:00:00

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Tracking Metadata for your Documents in SharePoint is invaluable – it allows you to see key facts about a Document at a glance, control Document Workflow and make searching for Documents quicker and easier On the other hand, remembering to manually set the Metadata for a Document in CRM or Word is a chore. And as with anything.... More

Using Cognitive Services and DocMan for automatic Document Recognition

CRM Consultancy | 05/10/2018 15:00:00

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Often when we show a list of records to the User in Dynamics we want the ability to highlight particular Rows. This can be helpful to show SLAs, overdue Tasks or other items that need more urgent attention – and so allow a CRM List to act as a better ‘call-to-action’ for the end user, and so increase the.... More

Red, Amber, Green Statuses in Dynamics 365 Views

CRM Consultancy | 01/07/2018 18:00:00

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When working with Documents in SharePoint, Content Types are a great tool to help manage our types of document and what Metadata we might want to track for different document types. However if our SharePoint Topology involves multiple Sites then we may find ourselves with the challenge of which Content Types we want to see in which Sites. .... More

Where’s my Content Type?

CRM Consultancy | 08/06/2018 10:00:00

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Recently we encountered a client requirement to track the Contacts being added or removed to a Marketing List so that a weekly report could be produced on the movements of the list. For Contacts being added to a Marketing List, this is relatively simple as we can produce our report based from the ‘createdon’ of the Marketing List Members.... More

Plugin to Track Marketing List Movements

CRM Consultancy | 16/04/2018 08:00:00

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While we may not be a Developer, we may still want to check whether a custom piece of logic in Dynamics CRM is running correctly. These custom pieces of logic are typically Plugins written by a CRM Developer to implement some bespoke actions or integration on trigger of a certain event – such as the creation of a new.... More

Checking System Jobs in Dynamics

Paul McQuillan | 12/04/2018 16:00:00

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This is a common error after installing SQL Reporting Services – where we see the following periodically appear in the Event Log of the SSRS Server: This error occurs because the Teradata extension is registered in the Reporting Services configuration file by default, but the Teradata assemblies are not shipped with SQL Server 2008 or as part.... More

Report Server cannot load the TERADATA Extension

Paul McQuillan | 05/04/2018 08:00:00

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Dynamics has always had an excellent Workflow Engine to add automated logic or tasks to a solution. However this Workflow is restricted to actions within CRM itself, and needs additional input from a Plugin or Custom Workflow Action to implement logic outside CRM for calling a Webservice or implementing other Integrations. Flow changes the rules for us here.... More

Using Flow as a Cloud Workflow–Worked Example

Paul McQuillan | 28/03/2018 08:00:00

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Dynamics CRM gives us access to an API that allows us to Read, Update, Create and Delete Records from Apps that we develop – this has been a core part of Dynamics CRM since its inception, as Webservice driven development has become the norm. Using this API allows us to perform bulk operations to help manage the data we.... More

Data Management using the Dynamics SDK

Paul McQuillan | 19/02/2018 08:00:00

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When working with the SharePoint Client Object Model to remotely access Documents and Lists held in Office 365, we encountered the following error message: An unhandled exception of type 'System.Xml.XmlException' occurred in System.Xml.dll Additional information: For security reasons DTD is prohibited in this XML document. To enable DTD processing set the DtdProcessing property on XmlReaderSettings to Parse and pass.... More

SharePoint Client Object Model, DTD is prohibited in this XML Document?

CRM Consultancy | 15/09/2017 15:00:00

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