Have you tried turning it off and on again? IT Support Dataverse connector in Power BI is all the rage: fast, efficient, understands metadata well, supports both Import and DirectQuery, makes sushi upon request, you name it. Except that sometimes it does not work. Try selecting account table, for example: If you try accessing it […]
After a short unplanned break we are back! For the past three weeks we’ve been travelling and taking part in Ignite, crafting and teaching BAD Masterclass, and preparing for CRMUG Summit which did leave us with a choice to either breathe or publish CRM Tip of the Day. Good news is that we survived and […]
Derik is back, rested and all. I think. In any case, it’s Friday and it’s video. In this weeks video we show you how to surface data coming from Microsoft Social Engagement into a Dynamics CRM instance. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]
Say, you want to do some checks for inbound emails on Senders Account. It will work well until one of other email-enabled entities (typically systemuser) has a record with the same email address. Having multiple system entities (systemuser, contact, account) with the same email is a bad idea because, when system starts matching sender’s email […]
You want to have a report in Dynamics CRM reference a database other than the Dynamics CRM database. Maybe you want to join external data, like data from your Dynamics AX ERP system, to account data in Dynamics CRM. In many cases, the best answer is to use a data warehouse, Write a report that points to the […]
Not so long ago we experienced the wrath of an unhappy customer when, with all the good intentions we verified and normalized phone numbers for all contacts in the organization. This particular implementation had sophisticated business processes that kicked in on updates and modified on timestamp was used to calculate some performance metrics. With us […]
When you move from CRM On Premises to CRM Online, you have to migrate your data. This can be done easily using a tool like Scribe Insight, SSIS with Kingswaysoft, or the Dynamics Connector. The following tips will make your life easier when making the move. Add a custom field to the 2013 user record […]
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