Tip #1339: The easiest CDS/Dynamics 365/CRM connection ever

Question I need to write a small console app that can authenticate to an online CRM instance with multi-factor authentication turned on. Can anyone point me in the right direction on how to accomplish this? Stephen Smith We’ve been through the topic of connections a few times before but this conversation is just too good […]

Tip #1302: Should I recreate the account entity?

When deploying Dynamics 365, there are frequently multiple types of companies and organizations that you will be tracking in the system. Some represent customer/client organizations, some may be support and advisory organizations like accountants and legal firms, and some may be miscellaneous types of organizations, such as trade associations. How should you manage multiple categories […]

Tip #1138: Obtenga your Dynamics 365 trial dans la правильном Sprache

Hola

Dynamics 365 supports 43 base languages, and sometimes you need the right one for the trial. In theory, it’s as easy as 1-2-3: Un Clément “French but not Tanguy” Olivier was having no luck provisioning a trial instance in his langue maternelle: For a client demo, I had to create a new Trial instance (on […]

Tip #1135: For plugins, use SDK with the same or below the server version

Mismatch

Problem Another week, another challenge from Guido “Future Olive Farmer” Preite: I created a plugin for one Online instance (version 8.2.2.1862),  I created a class library project with .NET 4.5.2 and with nuget I installed the Microsoft.CrmSdk.CoreAssemblies version 9.0.2.3 I registered the plugin and I always get this error: Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, […]

Tip #1133: Rename the view that causes the drama

Scope viewer

Problem Guido “Future Olive Farmer” Preite was not having any luck importing a solution: This is the situation: Sandbox is 9.0.2.441, Production is 9.0.2.197. From the sandbox we exported a solution as managed, when we import to production we get the following error: this solution package cannot be imported because it contains invalid xml… The […]

Tip #1127: Don’t update auto number field

Locked boxes with the engraved numbers

We did mentioned in the past that most of the good inventions are driven by the laziness. Auto numbering the new records is one of those. Instead of manually looking up the next available number, calling other users to see if they have any intention of creating a new record in the next few minutes, […]

Tip #1119: How is From resolved to Dynamics 365 record

Survey

Mini Truckstop Today we have a stop with two Vikings (different countries though): Jonas “The Shuffler” Rapp and Marius Agur Hagelund Lind Jonas – Question Recently we have found a new (?) problem at a customer, where emails are incorrectly “connected” to the wrong sender. By what rule/rules does Dynamics 365 chose which record to […]