Posts Tagged ‘CRM’

2020 SmartConnect Integration Bootcamps

Do you want to ensure the success of your next CRM, Dynamics 365 or ERP integration project?  Attend a SmartConnect integration bootcamp!  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 of your…

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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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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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SmartConnect Compatibility with the Latest Dynamics 365/CRM Online Update

Microsoft released an announcement earlier this month that there is a mandatory update for all of their customers who are on Dynamics 365/CRM Online v8.1. Read the full announcement here.This update will occur on or before July 31, 2018, and customers will be updated to the latest version of Dynamics 365 which is 9.0.2.SmartConnect users…

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Entity doesn’t contain attribute with Name = ‘eones_customeraddress_trackingid’

When trying to setup a changes only map on the CRM customeraddress entity you will receive the following error message.‘eones_ch_customeraddress’ entity doesn’t contain attribute with Name = ‘eones_customeraddress_trackingid’.CauseThe Address entity does not allow lookups to it, other than the ones available “out of the box”. When the SmartConnect plug-in creates the custom tracking entity to…

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Plugin processing Failed : The given key was not preset in the dictionary

Receiving the following error in CRM/D365 Sales ‘System Jobs’Plugin processing Failed : The given key was not preset in the dictionaryThere are two known causes for this error.Blank Primary FieldThis error message can occur when the record that the change plugin was triggered on does not have a value in the primary field.SmartConnect change tracking…

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Metadata contains a reference that cannot be resolved

The full error message is:Metadata contains a reference that cannot be resolved: ‘https://yourinstance.api.crm.dynamics.com/XRMServices/2011/Organization.svc?wsdl&sdkversion=9’Microsoft changed CRM to use TLS 1.2 starting with the release of version 9. SmartConnect has been updated to use TLS 1.2 as of version of 20.18.0.9. If you are on version 20.18.0.9, and still receiving this error, then the registry will need…

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Microsoft Dynamics 365 Sales – Dynamics GP Integration using SmartConnect

Microsoft Dynamics 365 Sales – Dynamics GP Integration is one of the most popular scenarios we see for customers using SmartConnect. Oftentimes we are asked whether eOne offers pre-configured integration templates. The good news is that yes, we do offer great starting points for integrations between Microsoft Dynamics 365 Sales (CRM) and Dynamics GP. The…

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