Update a User’s Business Unit and retain their Security Roles

If you have ever had to change the Business Unit of a User then you will know that the change causes their security roles to be dropped, so you need to ensure the security roles are reassigned. This is mildly frustrating when you have one or two Users to update, but what happens when you … Continue reading Update a User’s Business Unit and retain their Security Roles

Postcode Region Mapping via Workflow

I recently delivered a session at Dynamics 365 Saturday Scotland covering some advanced functionality you can implement in your Dynamics 365 environment using free custom workflow activities. To read my thoughts on #D365SatSco and how amazing it was, see the article I posted on LinkedIn One of the scenarios I covered in my session was … Continue reading Postcode Region Mapping via Workflow

Custom Rollup fields

Microsoft introduced Rollup Fields to the Dynamics CRM platform in 2015, and this added significant positive functionality to the platform. Rollup fields contain aggregated values that have been calculated from child records for a parent record. Typical examples of this would be total value of Open Opportunities for an Account, or the total number of … Continue reading Custom Rollup fields

Update an Account in CRM with the latest Stock Price using North52

I recently installed North52 in my CRM environment and I've been having great fun exploring the capabilities of the solution to replace some existing plugins, and to develop some new functionality.  North52 is an amazing solution that enables functional consultants like me to develop technical solutions using a simple point-and-click editor.  North52 is probably worth … Continue reading Update an Account in CRM with the latest Stock Price using North52

Clone a Record with a Notification Message

Trying to find the right words for a title to convey succinctly what I am trying to say is not my strong suit... Within my organisation we occasionally have the need to create repeating records on an annual (or more frequent) basis, e.g. SWOT Analysis, Anti-Money Laundering checks, etc.  In order to preserve the original … Continue reading Clone a Record with a Notification Message