Its the most exciting time of the year for us MVP’S and for people that love community. The Dynamics 365 User Group Summit for 2019 is just about 45 days away! It’s still not to late to join us in Orlando Florida, October 15th thru October 18th! I will be presenting several sessions and working […]
Download the October ’18 Release Notes PDF (last updated September 26, 2018) The October ’18 wave of business application releases from Microsoft provides you with significant capabilities to transform your business. These new services and capabilities become available starting in October 2018. (These release notes describe functionality that may not have been released yet. Delivery […]
A great customer of ours was working on their Dynamics 365 InsideView Solution with their sales team. During that meeting it was discovered the InsideView only creates an account record in CRM using their list build feature. This is completely opposite of most companies, where a Lead starts the SFA process, and ends with an […]
I recently attended a great Power BI session on Data Visualization by Miranda Li, The Data Visualization Lead by Microsoft. I was expecting to see some cool tools in Power BI that would further my knowledge. It turns out I was in a for a complete surprise in that, we actually focused on the planning […]
Microsoft Dynamics CRM has been rebranded as Dynamics 365 as of November 1. We have been battling for years the Microsoft CRM and ERP products did not talk to each other out of the box, requiring integrations like Scribe, EOne or KingswaySoft. Other competitors provided seamless tools that often noted this as a weakness. Microsoft […]
When trying to upload a solution with more than the maximum number of dashboard components. Message: “The Dashboard that you are trying to save has more components than the maximum number allowed. Remove some components and try again.” To resolve this issue, you can increase the Dashboard limit using Power 1. […]
While not very common, there are times when a customer or client requests two servers for the CRM SRS data connector/SSRS to be installed and have load balancing configured for the servers. The idea here is failover; when one server hosting SSRS crashes, all incoming requests are routed to the secondary server. There are a […]
When importing an organization to CRM 2011 we came across an error during the import wizard process which was causing the import to fail: 14:54:33| Info| PublishReportsFromDatabase: Creating report in Reporting Services. ReportId: 9f973403-bc84-e111-88bc-0050569e0001, Name: INVOICE PAYMENTS 14:54:34| Error| Error while updating organization information: System.NullReferenceException: Object reference not set to an instance of an object. […]
Several-out-of-the-box entities in Dynamics CRM (including Case, Lead, and Opportunity) contain a field that represents a customer, which can either be an Account or a Contact. In CRM, these fields have the Customer data type, which is a special kind of lookup field for these two specific entities. Previously, system customizers couldn’t add a Customer […]
With the release of CRM 2016 (2015 Update 1 for CRM Online), comes a new form rendering engine (referred to as Turbo Forms in some circles) was built to provide better performance of form loads. The two main changes are focused around loading process of the form and the handling of the cache. However, while […]