Posts Tagged ‘CRM’

2020 Popdock & SmartConnect Bootcamps (Updated)

Do you want to ensure the success of your next CRM, Dynamics 365 or ERP integration project?  Attend one of our 2020 SmartConnect bootcamps!  Our goal is to make you an integration expert, so you can successfully create and manage complex integrations, be smart about how you approach integrations, and get the most value out…

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Tech Tuesday

Tech Tuesday: Javascript Dates and Times into Dynamics 365

ScenarioWith a growing reliance on cloud applications in our day to day operations we can take advantage of some great features such as automatic updates, improved collaboration, and reduced pressure on internal IT teams. With these changes we must also make some compromises to use these apps. Gone are the days of having absolute control…

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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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2020 SmartConnect Bootcamps

Do you want to ensure the success of your next CRM, Dynamics 365 or ERP integration project?  Attend one of our 2020 SmartConnect bootcamps!  Our goal is to make you an integration expert, so you can successfully create and manage complex integrations, be smart about how you approach integrations, and get the most value out…

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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 connect to the CRM server : Failed to get CRM Organizations : Access is denied

Trying to setup the CRM Connector.  I have put “crm.dynamics.com” as the CRM server URL and put in my user name and password, and I receive the error “Failed to connect to the CRM server : Failed to get CRM Organizations : Access is denied”.  I have triple checked my username and password and they…

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What is a Popdock Widget?

Do you have a favorite application that you spend using for most of your work day?Maybe you are a salesperson spending large chunks of your day inside of a Customer Relationship Management (CRM) system like Salesforce.com or Dynamics 365 Customer Engagement. Possibly, your day is spent inside of an accounting system like Quickbooks, Dynamics GP,…

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Datetime field in SmartConnect different than in Dynamics 365 Sales/CRM

How to resolve the datetime field in SmartConnect displaying a different value than in the  Dynamics 365 Sales/CRM User Interface.CauseSmartConnect uses the D365 web services to pull your data source. The web services return datetime fields exactly as they are stored in the D365 SQL tables. There are four ways datetime fields are stored.User Local:…

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Dynamics 365 Sales Notes and Attachments

Dynamics 365 Sales/CRM allow notes to include attachments. SmartConnect can import and export many different file types that are used with notes. Below I’ll go into detail about the steps required to use different file types with CRM notes.CRM notes are stored in the entity “Annotation”. You will be required to give your note a…

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How to delete a record from Dynamics 365 Sales

SmartConnect makes deleting records from Dynamics 365/CRM simple.1. create a map with a data source containing all records to be deleted.2. Map a unique identifier. We generally recommend using an entity lookup as your mapping, and setting the grouping on the lookup.3. Check the box in the top right “For Delete”*You cannot do create/update with…

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