Cannot track e-mail to custom entities

Cannot track e-mail to custom entities

With the use of the new Dynamics 365 for Outlook-App, we finally have a proper-working Outlook integration. However, I ran into a problem at one of my customers that they couldn’t track e-mail to a custom entity. That is, search the proper record in the Dynamics 365 for Outlook-App. The record that I wanted to Regard the …

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Migrating / Importing data and maintaining Created By, Modified By and Modified On

Migrating / Importing data and maintaining Created By, Modified By and Modified On

When importing or migrating data to a Dynamics 365 / CRM environment you cannot migrate the fields Created By, Modified By and Modified On. Most customers won’t bother about it until it comes down to the migration of ‘old’ activities. By default, the Social Panes show activities sorted on the Modified On date. So when you …

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Import existing Contacts or Accounts from Excel into a Marketing List as Members

Import existing Contacts or Accounts from Excel into a Marketing List as Members

Every now and then a customer asks me weather it’s possible to use an Excel sheet with existing Contacts or Accounts to create Marketing List. Although you should think Microsoft would have thought about that functionality, it just doesn’t exist. So as Consultants, we should figure out a way for our customers to provide them …

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Error deactivating Business Process Flow after upgrade from CRM 2015 to Dyn365

Error deactivating Business Process Flow after upgrade from CRM 2015 to Dyn365

Lately I had a couple of customers with an upgrade from CRM 2015 to 2016 and eventually to Dynamics 365. After this upgrade, there is a problem deactivating already activated Business Process Flows. You’ll receive an error like down here. When you open the log file, the error message says Microsoft Dynamics CRM has experienced an error. As …

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Iconing in Dynamics CRM

Iconing in Dynamics CRM

Using Dynamics CRM, I create new entities with every project. But how to create the right icons for my newly created enties? For iconing, I use a freeware tool called Metro Studio. It’s easy to use and provides you a wide range of icons and possibilities to change the occurrence of the icons you need. …

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