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Mark Carrington

Data, D365, Diabetes, Lego, …

Month: October 2021

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Category: MSDyn365

Merge Permissions Tool

Posted On 13th October 202113th October 2021 By Mark Carrington5 Comments

One of my most popular blog posts, and one I keep finding myself referring back to, is on the D365 merging process. It’s often difficult to get security roles just right so they allow merging records without giving way too many permissions. Finally, I’ve finished a tool I’ve wanted for Continue Reading

Category: FetchXML/MSDyn365

Identifying merged records

Posted On 6th October 20216th October 2021 By Mark Carrington1 Comment

You can use duplicate detection rules to find duplicate records in Dynamics 365 (or do it even better with Data8 Duplicare!), but how do you go back and find what records have been merged, or by whom?

Category: FetchXML/SQL 4 CDS

Integrating SQL 4 CDS with your own XrmToolBox tool

Posted On 3rd October 2021 By Mark Carrington2 Comments

One for the XrmToolBox developers: if you want to make use of the power of SQL 4 CDS from your own tool, how can you do it?

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