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Tech Blog by CRM Consultancy

This is the area for the dark arts of development, and in particular, web and mobile development. Dynamics and all CRM is all about business rather than technology, but having a good grasp of the technical components running behind the scenes of Dynamics and the Cloud makes for better technical consultancy which we find leads to better business decisions

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Dynamics 365 Marketing gives excellent Insights on each Contact or Customer Journey involved in a Campaign. We can see this by opening our Action or a Contact to see the timeline of engagement we have had: The Insights that Dynamics 365 Marketing shows for a Contact included in our Marketing Activities through Segmentation. .... More

Reporting on Marketing Interactions with Dynamics 365 Marketing

Paul McQuillan | 02/04/2020 10:00:00

If you are using Postcode Anywhere / PCA Capture from Logate with Dynamics 365 and are failing to see the Address Validation appear when clicking into the Address Fields for a Lead, Contact or Company – then you can click F12 to open the Chrome/IE Developer Console and see the error that is being returned. If this error looks.... More

PCA Capture / Postcode Anywhere for Dynamics 365 and Legacy Form Rendering

Paul McQuillan | 14/01/2019 19:00:00

This article concerns a pretty obscure error that you may see after performing an Upgrade of Dynamics CRM – and so is very much a particular fix for a very particular error. If you are seeing this error in these circumstances, then this is the article you need! However, hopefully this article also gives information on the trouble-shooting.... More

RetrieveMetadataChangesRequest Error in Dynamics following Upgrade

Paul McQuillan | 31/12/2018 10:00:00

Dynamics allows us to invoke System or Custom Actions from an external App or internal Plugin using a small amount of code to call the Organisation Webservice. This can be useful for keeping our Business Logic in the Action, but re-using this Business Logic from our Custom App or Custom Code. Dynamics 365 performs a variety of ‘out-of-the-box’.... More

Calling a Dynamics 365 Action using the Organisation Webservice

Paul McQuillan | 27/12/2018 13:00:00

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 15:00:00

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

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

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

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

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

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

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

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

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

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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