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, […]
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Power BI Error: Details: “OData: The feed’s metadata document appears to be invalid.” when trying to connect PowerBI to Dynamics 365 Instance
8th May 2018 / by Jonathan Nachman / Blog, Microsoft Dynamics CRM, Microsoft Power BI / 0 comments
Had the above error message today when connecting a client up to PowerBI Desktop. The Dynamics URL Web API was corerctly taken from the customisation area of Dynamics 365 however after a quick call with MS Support i had found out that 9.0 is not yet supported. https://myclientsorganisation.crm11.dynamics.com/api/data/v9.0/ Changing the Web API to 8.1 solved […]
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Extending Timeouts when dealing with Slow Dynamics 365 API Performance
3rd May 2018 / by Jonathan Nachman / Blog, Microsoft Dynamics CRM / 1 comment
By default , the CRM Service Proxy timeouts after 2 minutes. Recently a client of ours was having issues with their tenant. The API performance was 100 times slower due to an internal system at MS. This meant that our client applications were giving up after the 2 minutes. It was necessary to override the […]
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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 version […]
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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. Hopefully […]
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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 enough. […]
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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
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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 authenticated […]
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CRM365: Developer Toolkit Error “Set connectionId threw an exception” since Update
18th September 2017 / by Jonathan Nachman / Blog, Microsoft Dynamics CRM, Uncategorised / 3 comments
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 […]
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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, […]
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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 […]
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