26th January 2017 / by Jonathan Nachman / Blog, Dynamics 365 Portal / 0 comments
Updating the style and look of your portal has never been easier. As the portal makes use of the Bootstrap framework we can make use of this and use existing bootstrap theme generators for a quick refresh to your portal. After you have experimented with the generator you will be able to download the custom bootstrap file, […]
Read more
Resco Crm Mobile Error: The entity relationship role of the referencing entity is required when creating a new one-to-many entity relationship resco_questionnaire_Annotations
14th March 2018 / by Jonathan Nachman / Blog, Microsoft Dynamics CRM, Microsoft Field Service, Resco Mobile / 0 comments
Whilst attempting to import the to the latest Resco Mobile solution for Dynamics 365 Field Service i can across the following error: The entity relationship role of the referencing entity is required when creating a new one-to-many entity relationship resco_questionnaire_Annotations After a few messages to Resco, they responded with the following fix. Woodford update to […]
Read more
DYN365 Bug: Related Record Filtering not Working on Lookup when source field is in the header
7th February 2018 / by Jonathan Nachman / Microsoft Dynamics CRM / 0 comments
Just a note that i found out that you are unable to filter a lookup on a field in the header. This is a known bug by MS from version 8.2 however i have found this to not be working in v9.0. The workaround is to put the field on the form and hide it. […]
Read more
Field Service Error: There are resource requirements related to this record. Please remove resource requirements before deleting this record.
6th February 2018 / by Jonathan Nachman / Blog, Microsoft Field Service / 0 comments
This week i had came across the above error when i was deleting a set of work order records in a clients test system. Even though the work orders had not been scheduled, it seems that the associated records created for the work orders have been set using the restrict delete behaviour. Annoying but fair […]
Read more
Connecting Unified Service Desk to CRM11 (UK Region) Connectivity Issue
2nd February 2018 / by Jonathan Nachman / Blog, Unified Service Desk / 0 comments
Whilst working with the Unified Service Desk SDK and Deployment tool i came across a error when trying to connect to my organisations. The following change was described here. Installing Unified Service Desk to the new Dynamics 365 – “United Kingdom” region
Read more
ClickDimensions: Embedding Subscription Preference Page in existing website / portal – in time for GDPR!
1st February 2018 / by Jonathan Nachman / Blog, Click Dimensions, Microsoft Dynamics CRM / 0 comments
The Click Dimensions subscription preferences page is very good if you use it as a standalone page where the contact would have to type in their email address and set their preferences. However I have had a recent requirement to embed this page into my clients existing portal/website in which the user would of already […]
Read more
CRM365: Developer Toolkit Error “Set connectionId threw an exception” since Update
18th September 2017 / by Jonathan Nachman / Blog, Microsoft Dynamics CRM, Uncategorised / 1 comment
Noticed today that when i attempt to access the CRM Explorer i get the following error “Set connectionId threw an exception” It seems that the latest version of the developer toolkit does not play nicely if you have reporting extensions adding on the machine. Unfortunately i had to uninstall reporting extensions to get the toolkit […]
Read more
Updating Dynamics 365 Portal Theme/Layout using CSS
26th January 2017 / by Jonathan Nachman / Blog, Dynamics 365 Portal / 0 comments
Updating the style and look of your portal has never been easier. As the portal makes use of the Bootstrap framework we can make use of this and use existing bootstrap theme generators for a quick refresh to your portal. After you have experimented with the generator you will be able to download the custom bootstrap file, […]
Read more
Field Service Error: ‘msdyn_agreement’ entity doesn’t contain attribute with Name = ‘transactioncurrencyid’
24th November 2016 / by Jonathan Nachman / Blog, Microsoft Field Service / 0 comments
When synchronising a Field One instance today, the following error was found. RescoSoapException: Server Error: Code.Value=s:Sender| Reason.Text=’msdyn_agreement’ entity doesn’t contain attribute with Name = ‘transactioncurrencyid’.| Detail.OrganizationServiceFault.ErrorCode=-2147217149 It looks like the application was expecting a currency field on “Agreements” Entity. This error was resolved by temporarily adding a dummy currency field to the Agreements entity and […]
Read more
CRM365: The mailbox location could not be determined Error
10th November 2016 / by Jonathan Nachman / Blog / 0 comments
The error “The mailbox could not be determined” error usually means that the auto discover isn’t doing its job correctly. This means that the user will have to turn off this feature and input the Exchange URL in manually. HOWEVER…. By design, MS have disabled the auto discover fields on the Email Server Profile form. […]
Read more
CRM2015: Where are the users personal dashboards, charts and views stored in the DB?
29th June 2016 / by Jonathan Nachman / Blog / 0 comments
Currently working with a customer that has a shared user dashboard that we are unable to see who it is owned by. What makes matters worse is that the users its likely to have been owned by have been removed previously! Below outlines the locations of the personal views, charts and dashboards –User Owned Dashboards […]
Read more