I love learning, and helping others in the process. I often search for solutions and find an answer that is so technical I ‘think’ it might be the right answer, but it’s just over my head. Hopefully my way of explaining things can help people no matter their level of understanding.

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Recent Articles

  • In Dynamics 365 you can add custom icons in grids. It’s a great feature but you need some javascript and not everyone is comfortable with that. You can achieve something just as cool by using emojis instead! Create a new field with a data type of Option Set. Make sure you have sourced your emojis…

  • Following on from part two in this series, this post talks about how to bring over any email attachments from a source CRM instance in to the destination CRM instance. Email messages are it’s own entity, and these will need to be migrated first. However, this will not bring over any of the email attachments…

  • Now we will continue on from Part One of this series. Once you’ve indicated on the destination CRM environment that the error handling should go to an error output, you need to set where those errors will go. From the menu on the left, scroll down to the section for Other Destinations. Click on the…

  • Most people who have used CRM for a while either as a consultant or System Administrator will be familiar with data imports. You’ve got the ability to import CSV files and create new records in your database. This is simple and easy to use, and perfect for small quantities of data. What if you have…

Megan V. Walker