UPDATE: The latest version of the Attachment Management solution has the ability to specify the entities that will utilize the solution. Be sure to “un-select” the adx_webfile entity and the ensuing disaster described in this post will be avoided. 🙂 Original Post here… A while back I wrote about Microsoft Dynamics 365 Attachment management solution… Continue reading Dynamics 365 Attachment Management and Dynamics 365 Online Portals – Do not mix!
For some reason solution imports have not been my friend the last few months. Usually when a solution doesn’t import, 99% of the time it comes down to dependency issues or a corrupt solution file. For on-premise deployments, if the log file doesn’t provide good information, setting up server side traces or SQL profiler traces… Continue reading Dynamics 365 Solution Import Issue – Cannot add root component of type 60
If you work a lot with Dynamics 365/CRM On-premise systems with multiple organizations (business lines or DEV/TEST), sooner or later you will likely to run into some known issues with users running reports because their user account does not have a security role in their “default” CRM organization. Essentially if a user was created first… Continue reading Setting the Default Org for Dynamics CRM
I was scanning the Microsoft Community Forums the other day when someone was asking a question about why the Actual Revenue field would get populated even if an Opportunity was closed as “Lost.” This didn’t make any sense to me, so I logged into a sandbox instance of Dynamics CRM 2016 sp1 and tried it… Continue reading Closed Opportunity Issue (and workaround) in Dynamics CRM 2016 (8.1)