CRM Templates

Attempting to select a readonly publisher for solution

Failed to retrieve data from source: Attempting to select a readonly publisher for solutionCauseThis error occurs when attempting to create a Dynamics 365 CRM Change Data Source. The cause is a publisher with the prefix eone already exists in CRM and is assigned to a managed solution. Resolution If possible, remove the managed solution that is published…

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Disassociate a CRM Record

If you have a lookup field on a record in CRM that you want cleared so it is blank you can use this process. SmartConnect will utilize the CRM SDK to remove the link between the two records.SetupIn this example I am going to remove the primary contact from an Account record. As part of…

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Failed to allocate a managed memory buffer of 268435456 bytes. The amount of available memory may be low.

When attempting to preview data from a CRM data source, receiving an error that says, “Failed to allocate a managed memory buffer of 268435456 bytes.  The amount of available memory may be low”.   The error is being generated because the Microsoft Dynamics CRM server that SmartConnect is trying to connect to doesn’t have enough…

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Dynamics 365 (CRM) Field Service – GP Templates

This article will walk through the required steps to import and configure the Field Service and Dynamics GP templates. Please review the entire article before attempting to setup the templates for the first time. General Information The Dynamics 365 Field Service and Dynamics GP templates consist of 34 maps. There are integration points for the…

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CRM Templates

Very shortly eOne we will be releasing a brand new set of CRM and GP integration templates. This is something I am really excited about. The templates will give all our customers a jump start for building CRM/GP integrations. You can either take these templates and use them out of the box, or you can…

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