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Microsoft Dynamics CRM

Dynamics 365: Mapping Fields

By Microsoft Dynamics CRM No Comments

Mapping Fields can be a significant time saver if you are frequently qualifying leads or creating new contacts from an account record, for example. When you map a field, it carries the data over from one record in an entity to another record in a different entity. I do suggest having both the Source & Target forms open so you can check your work–field names can be tricky!

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Dynamics 365: Get your SSRS Custom Reports Working Again after the Regional Discovery Service Retirement

By Microsoft Dynamics CRM No Comments

Very recently, Microsoft retired the regional discovery service .  This broke my connection to all of my custom SSRS reports in Visual Studio–I started getting authentication errors for each report.  What a pain!  So, if you start getting authentication errors in Visual Studio, but you know the credentials are correct, try this. (Kudos to Kelsey @ The Marks Group for this fix) Read More

Dynamics 365: Recover Deleted Records with XRM Toolbox

By Microsoft Dynamics CRM No Comments

If you’re stumbling across this blog because you accidentally deleted a record in Dynamics, you are in luck! There is a way to recover it, but requires auditing to have been enabled for the entity.  It’s not possible to do out-of-the-box, but with the help of XRM Toolbox, it’s easy to recover the record.  Please note, this method requires administrator privileges. XRM Toolbox is an absolute must-have for Dynamics administrators.  The tools available are incredibly useful and most importantly, free.  One tool that recently came in handy for me (to say the least) is the “Recycling bin” tool–it can recover deleted records in Dynamics as long as auditing is enabled.   I’ll walk through using this tool below.

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Dynamics 365: Filter the Entities Shown in the PowerApps Designer

By Microsoft Dynamics CRM No Comments

The new PowerApps Designer has a completely different look and feel from the old solution window. One of the improved areas is entity navigation. While the old solution window did have a few View options to choose from (Customizable, Custom, All), I rarely used this for navigation and preferred to just scroll to the entity I needed. In the new PowerApps designer, however, I find the filters to be very helpful and use them frequently! Read More