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Cloning Entity Metadata

XRM Tool Box has this cool plugin to clone entity metadata. I wanted to create an entity similar to the out of the box contact entity. This should have all the out of the box fields and few additional fields. The design decision to clone the Contact entity rather than using the existing one was:

  1. Contact entity was used for other requirement to store information about individuals.
  2. Cloning the contact entity will have more diverse entity structure
  3. Maintain simplicity, where if I used the Contact entity for storing both type of records, the design would be more complex, leading to maintenance overhead in the future.

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Facts about Dynamics 365 Auto-numbering

Hello readers. In this article, I am going to explain few facts about Dynamics 365 auto-numbering feature. Previously we had to write some SDK code to generate the auto numbering for custom entities. But after version 9.X, this is possible for any entity. I have been commissioned to find solution to replace the custom written auto numbering solution. From the team, this came up and had the opportunity to explore it more. You can find more details about this feature from the following link.

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Best practices and preparation for Data Import for Dynamics 365

Data migration is one of the top priority tasks in Dynamics 365 solutions. For majority of clients they have some data to be migrated to the new solution. And every client want their data to be perfect. So it is highly important that data is well prepared before doing any imports. Objective of this article is to highlight some of the best practices that you should follow up when preparing data.

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Practical use of Case Summary Table report

Out of the box, Dynamics CRM provides us set of reports. This article will talk about Case Summary Table reports which is significantly important for case management scenarios. In fact it is capable of highlighting the trends and patterns of cases that you are receiving for your products and services.

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Dynamics 365 Team Access Configuration for Records

Access teams is one of the cool features in Dynamics 365. This allows us to assign records to multiple users. An access team is basically a collection of users who has access to a record. For instance, there could be a large account, which a team of account managers might be working for continuous business.

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Limitations of Calculated Fields with real world example

One of my previous articles, I have explained about how cool the Calculated Fields are. But, as always there is a catch, i.e. there are several limitations. So when you decide to use calculated fields, you need to remember these.

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Complex Customer Relationship Structures

In many organizations, they have different relationships between their customers. And these relationships can be very complex. If you get 10 businesses, they do operations in 10 different ways. And you must respect that in order for you to have healthy relationship with your client. Fortunately Dynamics CRM is here to save the day. You can maintain the complexity of your customer relationship in Dynamics CRM.

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