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Recently I received the following requirement from a customer. “Could you please create a view that lists all active contacts that received a survey invitation but did not yet answer…

Dynamics 365 contacts and emails

A client recently reported that they had a lot of ‘bad contacts’ in their CRM system. They complained about contact records with only the email address filled in that seemed…

Dynamics 365 App for Outlook

We’ve recently come across an issue where the Dynamics 365 App for Outlook would freeze and stay stuck in the ‘Loading’ screen. It took us a while to figure out…

Rich Text Editor

26 Oct 2020  Wouter Dynamics 365 CE 

Today I discovered a very nice feature that shipped with the Release 2020 Wave 2… a PCF component that enables you to enter rich text in a ‘Multiple Lines of…

Today I encountered the following error message in the failed system jobs. This was generated by a workflow that will update the active stage of a business process flow record…

When developing custom web template in Dynamics portals, I quiet often use FetchXML queries. Sometimes, I include variables and loops to create my FetchXML but this doesn’t always go as…

Displaying multiple columns in table on a portal can be very useful to see all the relevant information of a record immediately. This is very user-friendly on larger screens but…

When dealing with more complex queries in dynamics portals you quickly loose overview and access to fields deep down in your linked entities. Let me demonstrate this with an example.…

custom dialog box

Why would we want to do that? Many of our customers are using an ERP system in combination with CRM. For example, Navision in combination with Dynamics 365 CRM. In…

Duplicate Keys

The other day I was in need of cloning Activities from a Lead to an existing Contact. As it seems, this is not standard behavior of CRM when qualifying to…