Monthly Archives: November 2018

Importing Records with Non-Typical Entity Look-Ups

In Microsoft Dynamics 365/CRM, there may be times when you need to import child records in a one-to-many (1:N) relationship which include a relationship to a parent record, but instead of having access to the Primary Field used by D365/CRM for the parent record, you have access to some other identifier such as an Account Number or ID. Continue reading

Migrating Unified Service Desk (USD) to Unified Interface (UCI)

With the release of Microsoft Dynamics 365/CRM version 9.0, we now have most of the core functionalities of sales and customer service available in the Unified Interface (UCI). Seeing the benefits of this new design, I really wanted to update my Unified Service Desk (USD) solution to include this new user experience within Dynamics 365/CRM. Continue reading