Category: Dynamics 365
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Sonoma Partners’ CRM Dev Tool

“Sonoma Partners is a Dynamics CRM DevTool extension to Google Chrome which provides a variety of tools to help optimize customizing and troubleshooting within Dynamics CRM” This is one of my favorite tool and I’ll tell you why. Handy – This is an extension to Google Chrome. Meaning, I can easily download and use this…
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Workflow updating the Status Reason field

One of my design was executed today. However, we discovered a limitation and ended changing the approach. We just learned that, “via workflow, when updating a record, we cannot use (or update) the Status Reason field.” So instead of a workflow, we just created a plugin.
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Dynamics CRM Restore and Backup

To create or restore a backup of your Microsoft Dynamics CRM Online, Global Administrators needs to raise a ticket. With Microsoft Dynamics CRM Online Update 1, Global Administrators now have a capability to create and restore backup on-demand. From CRM Online Administration Center, Backup & Restore tab is now available. What you need to know…
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Dynamics CRM Online Instances

In this blog, we will discuss 1) the types of Dynamics CRM Online instance and 2) what are the reasons why you will need to change from one instance type to another and vice-versa. Currently, there two types of instance in Dynamics CRM – Production, and Sandbox. By default, when a user signed-up for Dynamics…
