When we are prototyping or testing Dynamics 365 we will use a Sandbox instance so we can develop and experiment without affecting any Live use or activating a Production Environment until we are ready. We can do the same in SharePoint by creating a Sandbox Site or Site Collection to use for testing and prototyping. There are two ways of doing this in SharePoint, so we will start with the simplest first: Creating a UAT Subsite We…
Working with Dynamics 365 many will be comfortable designing Entities and Fields, and then enhancing with Workflow to automate Activities or Data in the solution. The Workflow Engine in Dynamics 365 has been around for a long while now, dating back to 2005 with v3 of what was then, MSCRM. (before it became Dynamics CRM, then Dynamics 365, and ultimately the Power Platform) Its still a pretty good engine and has many things to like…
Whilst creating segment made up of multiple rows and relationships you might be confused when you try to to save and you get the error message “SegmentQuery: You have exceeded the maximum number of 2000 characters for this field”. The reason for this is the query field. Like any text field in Dynamics there is a maximum character count and by default the query is capped at 2000. When you add your conditions and relationship…
Organising Teams is crucial to having a good working environment that gets things done – but there are a plethora of ways of doing this, and many organisations get lost with having a range of colloboration tools all running a bit disconnected from each other. This can sometimes actually make running a good team worse (“which tool am I using now?”), or lead to an organisation where every team or division works a bit differently…
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 the settings into XmlReader.Create method. After some research, this error appears to originate from where our…
When creating segments you may have noticed that a lot of entities are missing from your drop down. You can enable any entity, including custom ones to your segments by following these simple steps. Your first step is enabling your selected entity for tracking. To do this you need to go to settings and customisations. Next you want to customise the system Scroll down to the entity you have selected and ensure Change Tracking has…
Project – CRMCS have recently been working on a client project integrating Microsoft Forms and Dynamics 365 using Power Automate. Aim – The aim of the project was for a new form submission to automatically create a new record in Dynamics 365 with all the answers from the form put into fields on the record, and then for the client to be able to view, filter, and report in Dynamics on those records. Solution – For the solution…
In the Dynamics 365 personal settings you are able to change the time settings to suit the time zone you operate from. These personal settings however do not transfer over to Dynamics 365 for Marketing. In order to change this setting so your customer journeys go at on the time scheduled you need to follow these steps. 1. Open up Settings using the selector in the bottom left. 2. Open up Default Marketing Settings 3.…
Currently there is no out of the box functionality for making an Appointment in Dynamics a Teams meeting. I’m sure this is something that will be available in the near future but for the time being we can use Flow to create a Teams Meetings, with the same information and pass the newly created Teams URL back to the Appointment in Dynamics. First, we need a trigger for the Flow. Here we can select “When…
Dynamics for Marketing allows you to add Marketing Forms to Marketing Pages, which are hosted on the Microsoft Portal, that forms your Dynamics for Marketing tenant. Most people would want to host their Marketing Forms on their own website, and this is possible with Form Hosting. First of all you need to create a Marketing Form and make it live. Only then will the Form Hosting tab appear. Here you will need to create a…
