Dynamics 365 Attachment Management and Dynamics 365 Online Portals – Do not mix!

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!

Dynamics 365 Solution Import Issue – Cannot add root component of type 60

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

Setting the Default Org for Dynamics CRM

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

Dynamics CRM Business Rules Not Working Issue

A few months ago we pushed a enhancement update to one of our Dynamics CRM customers.  The enhancements were a collaborative effort between our team and our client’s team (whom have been become CRM experts).  The package included number of configuration changes, workflows, dialogs, JavaScript and some security changes.  The enhancements had already been deployed… Continue reading Dynamics CRM Business Rules Not Working Issue

Closed Opportunity Issue (and workaround) in Dynamics CRM 2016 (8.1)

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)