Tip #1041: Make Dynamics 365 data import less rigid

Kevin Altman emailed jar@crmtipoftheday.com with the following question about data import in Dynamics 365: Users want to perform updates to existing data in CRM but the export for update/re-import process is too rigid as data often changes between the export and re-import, blocking the import (I guess CRM forces you to have no changes to […]

Tip #1034: Set Yourself Up For Efficient Importing

Prepare for import

Importing into Dynamics 365 can be concerning to even the most hardened of CRM consultants. Often, if we are importing into a production system, we have tight schedules to get in and out before the users log in. If we are still importing data when the users come online, the system can be unacceptably slow […]

Tip #471: What will stop your form from closing

Failed import using business rule

tl;dr Setting data validation error on the form level with Xrm.Page.ui.setFormNotification call will NOT stop form from closing, setting errors on individual controls with Xrm.Page.getControl(arg).setNotification, on the other hand, will. To achieve even better results, use business rule instead of the javascript. Slightly longer version Friend of mine pinged me to help with the script […]

Tip #195: Recurring goal creation strategies

The goal functionality in Microsoft Dynamics CRM is very powerful, but in my opinion, is not used as often as it should be. One of the reasons for this is because goals do not recreate themselves–you must recreate them for each time period. This can be very cumbersome, especially if the time periods are short. […]