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Dynamics 365 Under the Hood - Matching Email Addresses to Records
Roshan Mehta, 22 March 2018
For those of you tracking emails in the Outlook Client, or using the Email Router or Server-Side Sync to copy emails into your CRM system, you may have wondered how Dynamics 365 matches email recipients to different records. This blog provides an overview of what happens under the hood. The EmailSea
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Be Careful when Configuring Security Roles for Business Process Flows in Dynamics 365
Roshan Mehta, 04 September 2017
Microsoft Dynamics 365 introduces a fancy new editor for Business Process Flows. Although it looks slick and provides a visual representation of your processes, there is a fundamental problem with the new designer with regards to Security Roles. To illustrate the issue, I will be comparing the desig
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The Danger of SQL Operations in Microsoft Dynamics CRM
Roshan Mehta, 26 June 2017
You may have heard that performing SQL operations on your Microsoft Dynamics CRM databases are dangerous or unsupported. But what does that mean? What is so dangerous about it? Why is it unsupported?To clear the air, I’m talking specifically about anything that will alter data in your system and I’m
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Restarting Record Creation and Update Rules in Dynamics 365
Roshan Mehta, 08 May 2017
We’ve recently worked on a large Case management system for a client, which uses Record Creation and Update Rules in Dynamics 365. The basic configuration of the client Dynamics CRM system is as follows: 1. Multiple Queues and corresponding mailboxes with email addresses2. &nb
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Dynamics 2016 Bulk Removing Solution Fields Gotcha
Roshan Mehta, 18 April 2017
Microsoft Dynamics CRM 2016 introduced a handy feature which allows you to add subcomponents (or entity assets) to a solution. This means you can strip down your solutions to only include the subcomponents you need. I recently needed to remove fields from a solution because no changes were made to
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Customer Field in Dynamics CRM 2016 SP1
Roshan Mehta, 29 August 2016
Microsoft Dynamics CRM 2016 Service Pack 1 (SP1) introduces the “Customer” field type – a new data type which gives you the ability to add a lookup field to a customizable entity which allows users to select Accounts or Contacts. Requests for this feature date back to the CRM 4.0 days, so it is nice
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Issues with IFD and Dynamics CRM 2016 Update 0.1
Roshan Mehta, 03 May 2016
While performing test patch updates to our clients in Auckland, Wellington and Christchurch we encountered strange behaviours with Microsoft Dynamics CRM 2016 Update 0.1. Microsoft Dynamics CRM 2016 Update 0.1 fixes a lot of issues with the RTM build of CRM 2016, but also introduces some major prob
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Command Bar Buttons Disappearing in Dynamics CRM
Roshan Mehta, 03 February 2016
A CRM user recently reported that they were unable to see items within fly-out menus on the command bar in Dynamics CRM 2013. Whenever they tried to run a report against an Account, they would see "No actions available" when selecting a report to run. They received the same message when trying to cr
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Dynamics CRM 2013 – Problem with Dynamic Record URLs in Workflow Processes
Roshan Mehta, 04 May 2015
I recently encountered an issue with the use of dynamic record URLs in workflow processes in Microsoft Dynamics CRM 2013. These URLs are commonly used when sending e-mail messages through workflow processes, so users can simply click on a hyperlink which will take them to a specific record in CRM.
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Performing Specialised Dynamics CRM SDK Operations using UpdateRequest
Roshan Mehta, 09 April 2015
The latest version of Microsoft Dynamics CRM 2015 (pre-release) introduces some improvements to the SDK to simplify common operations. In this post, we will look at how the UpdateRequest has been changed to allow us to perform specialised operations in a simple manner. In previous versions of Micro
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Display External Web Pages in Unified Service Desk
Roshan Mehta, 12 January 2015
In my previous post, we customised Unified Service Desk by adding a toolbar with some toolbar buttons. Those buttons do nothing when clicked, so the focus of this post is to add some functionality to the “SharePoint” and “Yammer” buttons to open their respective websites in a
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Create a Toolbar in Unified Service Desk
Roshan Mehta, 15 December 2014
In my previous post, we saw how to change the default logo image in Unified Service Desk. Today we’ll customize the application further by adding a toolbar to the top of the screen. The toolbar will contain three buttons – Dashboards, Search, and Collaboration. The Collaboration button
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Change the Default Logo in Unified Service Desk
Roshan Mehta, 11 December 2014
When you download and install Unified Service Desk for Microsoft Dynamics CRM, you would have noticed that the USD Desktop Client displays a “Unified Service Desk” logo in the top left-hand corner of the window. Perhaps your organisation wants to refer to USD by some other name, or maybe
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Getting Started with Unified Service Desk
Roshan Mehta, 07 December 2014
In my previous post, we looked at how to download and install the Unified Service Desk CRM components and the desktop client. The next step on the USD journey is to configure USD inside Microsoft Dynamics CRM 2013 to give your agents the best experience while working with the application. In this po
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Download and Install Unified Service Desk
Roshan Mehta, 30 November 2014
I have previously taken you through an overview of Unified Service Desk for Microsoft Dynamics CRM. In today’s blog post, we’ll see how easy it is to download and install Unified Service Desk for Microsoft Dynamics CRM 2013. Downloading Unified Service Desk Unified Service Desk is free t
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