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 »
I wanted to share some of my experience with the Project Service – it has not been quite ideal (the experience, not the product), and I am wondering why. To start with, there is a great introductory article here – that’s what I used to understand some of the concepts behind the Project Service implementation: https://community.dynamics.com/crm/b/crmcat/archive/2016/05/30/introduction-to-project-service-in-crm-2016-update-1 Many thanks to… Read More »
How would you answer if a .NET/JavaScript developer asked you: “what do I need to know to become a Dynamics developer?” There are, of course, books/bootcamps/courses covering this subject.. However, to put this in the context, imagine a project that’s been delivered by a consultant and that has to be supported by the internal full-time employees.… Read More »
You can use the scripts and solution/project files below to set up the same data migration test that I used to compare KingswaySoft to CozyRoc in the Part 4 of the Data Migration with SSIS series of posts: Part 1: Introduction Part 2: Overview Part 3: SSIS Data Connectors Part 4: Let’s put it all to… Read More »
You can test SSIS components in many different ways – you can test performance, usability, user interface, advanced functionality, and so on. Some of those tests will depend on what exactly you are trying to achieve. Before we continue, let me clarify the goal of this particular testing exercise. As you may recall, I mentioned that I used to… 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 »