It is an incredibly popular question: how do we find all parent records which do not have some kind of related child records? How do we find all accounts without opportunities How do we find all teams without users How do we find all Parent entity records that have no Child records associated with them And there is… Read More »
If you read my previous post, you know how you can use TCSTools Lookup Setter custom worfklow activity to find a lookup value using a fetchxml query: http://www.itaintboring.com/dynamics-crm/dynamics-crm-use-a-workflow-to-set-a-lookup/ Let’s imagine a different scenario. What if you had an account and related contacts, and what if you wanted to push a field value you just entered on your account… Read More »
It happens sometimes that we have a Parent and Child entities in Dynamics, and we need to link a child record to a parent record. Which seems to be a simple task unless, of course, we need to do it automatically. That’s exactly when we’ll know that we have an unexpected problem – if we wanted… Read More »
For a little while now, Dynamics has been offering editable grids. Having this functionality in Dynamics had been a dream for many of us – it makes a lot of things so much easier. After all, we can finally provide that great user experience where users can edit everything they need on the same screen. However, there was a… Read More »
There is an interesting error I’ve never seen before that can now happen in Dynamics whenever you are deleting a service activity: Log file does not have a lot of information, but there is a clue: [Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.SyncWorkflowExecutionPlugin] [75200d82-9f20-e711-8118-480fcff4b171: ] Starting sync workflow ‘Assign SA’, Id: 6f200d82-9f20-e711-8118-480fcff4b171 Entering AssignStep1_step: Sync workflow ‘Assign SA’ terminated with… Read More »
Here is my growing collection of features which I got used to in the previous versions of Dynamics and which are no longer available in Dynamics 365: 1. You can’t use backspace/delete to cleanup lookup fields anymore You know how you could set focus to a lookup field and hit delete (or backspace) button to clean… Read More »
There are at least a few companies offering Dynamics connectors for SSIS, and it would be a little challenging to compare all of them. Personally, I used KingswaySoft connector on a few Dynamics data migration projects, and it never failed me. However, it is not the only one available, so you may ask why did I choose that… Read More »
There is something about SSIS that may not be quite clear when you first look at it from the Dynamics data migration perspective. You cannot really use out-of-the-box version to create data migration packages which will work with Dynamics. Actually, that might be a bit too much to say, but, if you are not a developer who… Read More »
Dynamics has an absolutely amazing set of SDK libraries which we can use to turn it into pretty much anything. It’s a bit of a curse, actually, since, every now and then, there is a Dynamics CRM project that involves so much development that you can’t help but think “well, would not it be easier… Read More »