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After upgrading from CRM 2016 to Dynamics 365, we noticed that the Notes control on a form for one of our custom entities was no longer working properly. It would display, but there was no longer any way to add notes to the record:
When it should be displaying like this:
Sometimes you run into an error message that can mean any one of several things has gone wrong, and there's no real way to know what is the true solution. The error "Managed Metadata Service or Connection is currently not available" in SharePoint is one of those error messages.
Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:
You invested in a Customer Relationship Management (CRM) system and have been diligent in getting the system implemented and adopted across the entire company. However, if your team is not consistently keeping the Lead, Account, Contact, Opportunity and Service Ticket data clean, you are likely missing out on the benefits of having a CRM system to begin with. How?
The 2017 technology hiring trends are accelerating, creating both opportunities and challenges for organizations searching for tech talent. There are many factors behind the trend. Corporate executives are anticipating deregulation and lower taxes, which is freeing up both operating budgets and capital expenditure budgets. Company information technology budgets across a wide spectrum of industries are supporting higher spending to drive organizational technical excellence forward to support revenue increases.
Candidates and hiring managers alike are on the go today. Neither are always given the luxury of sitting down at a computer to apply for jobs or review resumes. Sometimes, applications must be submitted and viewed from the convenience of a mobile device. In this case, resumes have slightly different rules. The key word is simplicity.
While working in Dynamics CRM, I needed to add several options to a few different optionsets on the Lead entity. Adding the options isn’t difficult, but can be tedious and repetitive, so I didn’t want to do it manually. I decided to leveraged the CRM SDK and used a LINQPad query to populate the optionset as shown in Figure 1.
When building a Web API project, you need to keep in mind how requests to your methods will be made. If requests are made client-side, you'll need to take CORS (Cross-Origin Resource Sharing) security into consideration. This can be done a few ways, which I won't get into for the sake of this post, but you can find more information about CORS here.