Tag Archives: Dynamics

Dynamics 365 Under the Hood – Matching Email Addresses to Records

For those of you tracking emails in the Outlook Client, or using the Email Router or Server-Side Sync to copy emails into your CRM system, you may have wondered how Dynamics 365 matches email recipients to different records. This blog provides an overview of what happens under the hood.

image thumb Dynamics 365 Under the Hood   Matching Email Addresses to Records

The EmailSearchBase Table

The Dynamics 365 database contains a table called EmailSearchBase, which is used to match email addresses to records in your system. This makes it easier and faster for the system to find matching records based on an email address, by looking at a single table, rather than sifting through all Accounts, Contact, Leads, Queues, Users etc, and any custom entities that are enabled to “Send Email”.

The table contains the following information:


Self-explanatory, it’s just an email address.


The unique identifier (GUID) which represents the record in your system that holds the email address.


A number representing the entity for the record in your system that holds the email address. For example, 1 represents Accounts, 2 represents Contacts.


A number representing the field that was updated. Note that this differs per entity.

How the EmailSearchBase Table is Maintained

The EmailSearchBase table is automatically maintained by the system, when the following actions occur:

•    An email address is entered into an email-enabled field for an email-enabled entity. Examples of email-enabled fields include emailaddress1, emailaddress2, emailaddress3, while email-enabled entities include Account, Contact, Lead, Queue, User. Note that you can create your own email-enabled entities if you like.

•    An email address is cleared from an email-enabled field for an email-enabled entity.

•    An email-enabled record with an email address is deleted.

To understand this better, let’s look at a few examples.

Email Address added to emailaddress1 for an Account

If a user creates a new Account and enters test@test.com for emailaddress1, the following information will be stored in the EmailSearchBase table.

•    EmailAddress: test@test.com

•    ParentObjectId: {57EDE396-A295-4CF7-829B-ABC0F7AB5838}

•    ParentObjectTypeCode: 1

•    EmailColumnNumber: 42

If an email is sent from test@test.com to a CRM user or Queue, the system will look for any records in the EmailSearchBase table where EmailAddress = test@test.com, and will show the Account in the “From” field. The details of the CRM user or Queue will also exist in the EmailSearchBase table, and will be displayed in the “To”, “CC”, or “BCC” fields.

Email Address changed for emailaddress1 for an Account

If emailaddress1 is changed from test@test.com to myemail@test.com, the existing EmailSearchBase row is updated.

Email Address removed from emailaddress1 for an Account

If test@test.com is removed from the emailaddress1 field on an Account, the existing EmailSearchBase row will be deleted.

Delete an Account

If an Account is deleted, all rows in the EmailSearchBase table are deleted, based on the ParentObjectId. Note that there are no changes if the Account is deactivated. This could be problematic if you have Users who leave the company, and their User record is disabled.

To Sum Up

You don’t need to worry about the EmailSearchBase table – it’s managed automatically as mentioned above. What you do need to worry about is ensuring that your email address data is accurate and up to date, so tracked emails truly reflect every recipient involved.

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Magnetism Solutions Dynamics CRM Blog

Recreate Personal Views as System Views with Impersonation in Dynamics 365

Views can be created as both system and personal views. The former will be available to all Users who have permission to view the entities and the latter will be available to the owner and anyone who it is has been shared to. This blog will focus on a simple way using a console application to convert all personal views to system views, as there is currently no way to achieve this using out of the box features. This method will make use of impersonation to retrieve the personal views of all Users and will then loop through them to create system view copies. The example used in this blog is one of many ways you could use impersonation in a console application.

image thumb Recreate Personal Views as System Views with Impersonation in Dynamics 365

The method above is what I used in a console application to complete the task outlined. It starts off by retrieving the Ids of all Users in the system, which can be seen in the code below. It then loops through the list of Ids and sets these to the CallerId of the sdk one at a time. In this case I used OrganizationServiceProxy as my sdk variable to connect to CRM, which I did before calling this method.

image thumb 1 Recreate Personal Views as System Views with Impersonation in Dynamics 365

Once the personal views (which have the logical name ‘userquery’) have been retrieved and filtered by Id to remove duplicates, the next step would be to create the system views. For creating the new system views, with the logical name ‘savedquery’, I had pre-created a list of attributes which allowed me to map the relevant data from personal view to system view. This needed to be done as the entities of both views differ in number of attributes.

After running the console application, the views for all Users were recreated as system views. In the environment I used to test this, my User was the only User with a personal view created.

image thumb 2 Recreate Personal Views as System Views with Impersonation in Dynamics 365

The screenshots above and below show the view “My Contact View” being duplicated as a system view.image thumb 3 Recreate Personal Views as System Views with Impersonation in Dynamics 365

The console application can be used to clean-up the unnecessary personal views once they have been converted into system views.

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Magnetism Solutions Dynamics CRM Blog

GrantConfigDBDatabaseAccessAction Error When Installing Dynamics 365

During a recent install of Dynamics 365 I had this error pop up.

image thumb GrantConfigDBDatabaseAccessAction Error When Installing Dynamics 365

This was caused because we had left SQL Server Management Studio while performing other set up tasks. To continue from this error, you need to close SQL Server Management Studio and then click on the Retry button to resume the install.

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Magnetism Solutions Dynamics CRM Blog

Dynamics 365 and the Customer Buying Journey

CRM Blog Dynamics 365 and the Customer Buying Journey

Understanding your customer and where they are at in the customer buying journey allows you to make the best possible decisions on how to proceed with an opportunity or lead.  It also ensures that your marketing strategy addresses each stage which in turn leads to a higher conversion rate and long-term customer loyalty. Many sales deals fail to close because the salesperson is so focused on the aspect of closing a deal that they fail to appropriately diagnose where their clients are at in the buying journey. Since buying decisions are emotional, not rational, it is important to be cognizant about building relationships throughout the entire customer journey.

There have been many articles written and much research done regarding the stages of the customer buying process. No matter what the stages are called, they all represent similar ideas.  For the sake of this article, we will be referring to Microsoft terminology and how they define the Customer Buying Journey.

Here are the six stages of the customer buying process.

1. Explore

The Explore stage is the first step of the customer buying process. In this step, the prospect realizes they have a problem that they need to solve. This is often thought of as the most important step – realizing they have a problem. The customer is looking for the best solution to their problem. It might be that they’ve seen an ad that has sparked their interest. Maybe they have talked to someone who has recommended you or they know of someone who has had a similar problem in the past. Any customer that contacts you should be nurtured and treated as a prospect. Since customers are researching you before they contact you, it is vital to constantly update and improve your website and make sure that your expertise is evident. 72-94% of buyers are B2B buyers and are researching online.

How Dynamics 365 Helps During the Exploration Stage

  • Use Marketing Automation tools like ClickDimensions to manage social media posting, review page clicks, and evaluate engagement on your website.
  • Link webforms to Dynamics 365 for automated lead creation.
  • Use ClickDimensions Campaign Automations to deliver unique branded content to explorers visiting your website.

2. Evaluate

In this step, the customer is evaluating whether or not you are the one who can provide the best solution to their problem. They will likely research you a bit more than in the exploration stage. They will examine your website. They might read your blog entries or download a whitepaper. They might want to attend a webinar or set up an in person or on the phone meeting with you. They will likely read (and hopefully identify with) your testimonials. This is why it is so important to have a professional website that establishes you as an authority and an expert in your area. SEO is also extremely important at this stage. You must know what keywords they used to find you. You want to know what keywords triggered their search, as well as what brought them to you! About 3/4 of consumers have completed most of their research and have their buying decision made way before contacting sales.

How Dynamics 365 Helps During the Evaluation Stage

  • Contacts, leads, and opportunities can easily be tracked in Dynamics 365.
  • CRM workflows can automatically schedule ‘next actions.’
  • Phone calls, emails, communications can be documented in Dynamics 365. This gives your clients a personalized experience. You always know where you left off with a certain client, what was discussed, and recommended.
  • Never miss following up with a prospect or client! Follow up reminders can be set up in Dynamics 365.

To read more visit our blog

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CRM Software Blog | Dynamics 365

Dynamics 365 User Adoption: Who Wants to Be a Super User?

CRM Blog Dynamics 365 User Adoption: Who Wants to Be a Super User?

Who wants to be a Super User in CRM? One surefire way to increase user adoption in your Dynamics 365 system is to build a team of CRM super users. Play with the terminology here to find what works in your organization. These can be super CRMers, Super Users, Early Adopters, CRM Advocates or any clever term you can think of.

The ultimate goal of this group is to learn CRM well and get extra exposure to the CRM process (especially during big system changes like upgrades or enhancements), eventually leading to development of CRM Advocates.

Where do you get started? First, identify and empower your CRM Super User group. Your Super User group should include a variety of skill levels:

  • Tech savvy users who are using CRM well
  • Users who are not using CRM often
  • Middle-of-the-road users

By varying skill level, you will get a better view into why people are / are not using the system, what could encourage use and a more robust understanding of current pain points. In addition, make sure to include users from different areas of the business, not all in one specific territory.

Involve this group right from the beginning – get them involved right at the requirements gathering stage. Continue to include them in feedback and review sessions and throughout the User Acceptance Testing stage.

If your organization and culture is driven by acknowledgement, consider providing “CRM Champion Certificates” and recognize this group throughout the company.

Need help figuring out how to user your CRM Super Users? We are User Adoption experts at Beringer Technology Group. Let us help you make sure you don’t miss the mark when it comes to User Adoption.

This blog is part of a series that will focus on a deep dive in User Adoption. User Adoption is so very important in a CRM implementation and is often overlooked. So, what can you do to help encourage adoption for a system? Over the next several months, we will look at ten ways to help with User Adoption at your organization.

If you have questions please do not hesitate to contact us at 800.796.4854. We can help you with all of your Dynamics 365 needs. Beringer Technology Group is a Microsoft Gold Certified Partner and has proven excellence in Managed IT Services.

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT ServicesBackup and Disaster RecoveryCloud Based Computing and Unified Communication Systems.

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CRM Software Blog | Dynamics 365

Fast-Track Dynamics 365 Part 1 of 2 – Development with Visual Studio Snippets

When developing, there are often things that you repeat on a regular basis. In order to speed up development, it can be helpful to have portions of code that are available for quick access.

With Visual Studio, it is possible to put together code snippets with templated variables, which allows for quick creation of essential portion of code. For example, when developing CRM solutions, I very frequently find myself writing Query Expressions that are very similar in format. So I’ve created a template of these to use, which can be activated very simply.

Setting Up


       Adds basic query expression template


            EntityCollection $ coll$ = sdk.RetrieveMultiple($ qe$ );$ end$ ]]>
           Replace with the name of the QueryExpression.
           Replace with the name of the EntityCollection.
           Replace with the logical name of the entity to retrieve.


A snippet is very quick and easy to set up. A complete guide can be found here: https://docs.microsoft.com/en-us/visualstudio/ide/walkthrough-creating-a-code-snippet but I’ll provide a quick overview.

  1. Create a new xml file with the name of your snippet. I called mine QueryExpressionSnippet.
  2. Replace the extension with .snippet – this lets Visual Studio know that this is a snippet file and should be treated as one. If you are developing the snippet in VS, this is good as VS will provide intellisense for the available xml options.
  3. Fill in the snippet with the required information. I’ll post my snippet definition below.
  4. Open the Code Snippets Manager (Tools > Code Snippets Manager)
  5. Click Import
  6. Navigate to and open previously created snippet
  7. Choose snippet location – this should be My Code Snippets by default
  8. Use your snippet!

Snippet Definition

In the definition, the attributes of the snippet are set. This includes the Title/name, description and designated shortcut.

Templated variables can be created in the declarations node and then included by surrounding them with ‘$ ’ characters, as shown above. The variables can then be customized under ‘Declarations’, to specify the ID, Tooltip, and Default. 
Note: $ end$ is added to remove the extra line break at the start of the snippet.


Once set up, the snippet is very easy to use. Simply type the specified shortcut – in this case qe – and press the tab key to expand the snippet.

image thumb Fast Track Dynamics 365 Part 1 of 2   Development with Visual Studio Snippets

image thumb 1 Fast Track Dynamics 365 Part 1 of 2   Development with Visual Studio Snippets

Once used, the templated variables can be tabbed through and changed just like out of the box Visual Studio code snippets.
  image thumb 2 Fast Track Dynamics 365 Part 1 of 2   Development with Visual Studio Snippets

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Why Email Marketing is More Important Than Ever: Adobe Campaign & Microsoft Dynamics 365

email 300x225 Why Email Marketing is More Important Than Ever: Adobe Campaign & Microsoft Dynamics 365

It’s hard to believe the first email ever sent was nearly 47 years ago on June 8, 1971. This channel of communication has undergone massive change over the years. Email marketing has exploded, ushering in an entirely new industry in digital marketing technology. Businesses continually look for ways to enhance their digital footprint and reach their customers with a personalized, compelling story, and the momentum behind email marketing shows no signs of slowing down. Adobe reported at the end of 2017, over 150 billion emails were sent with Adobe Campaign. For the fifth consecutive year, Adobe was recognized as a leader in Gartner’s Magic Quadrant for Multichannel Campaign Management report. Needless to say, email is still king!

A marketing department’s mission is to engage prospects. Success of that objective is achieved by unlocking email marketing’s full potential. The key is great content. Great content sells better than a great deal in business-to-business selling. Analysis of email marketing campaigns consistently shows 90% of emails with call to action text “more info” wins over call to action text like “try me now” or “buy now.” What does this tell us? B2B buyers are seeking to be educated.

When businesses are shopping, they typically have problems, they need to fix those problems, and need to know if you can fix it. Effective email marketing messaging follows these powerful steps. To educate, provide the solution and the necessary credentials. This formula, when implemented in a timely fashion to individuals seeking to solve a problem, can be and is incredibly effective. However, messaging alone doesn’t close the loop. CEOs are looking for an ROI. Where are the dollars going and how can resources be fine-tuned? The allocation of marketing dollars needs to be a science not an art.

Enter Sandman – AKA Dynamics 365

A CRM platform plays a critical role in personalization and segmentation of the message as well as the prompt action from the individuals “reading the tea leaves” of data provided by marketing technology to close out the engagement. This is the secret sauce! The integration of the messaging with the master database and life blood of the sales organization, CRM. The integration of Adobe Campaign and Dynamics 365 makes this possible. The bi-directional sync of this information and mirroring each database was the first step to this end and empowers sales. This connection is the first step to true ROI.

Here we stand, a year later, Adobe Summit 2017 in the rear-view mirror, and Adobe Summit 2018 is just around the bend. Version 1.0 of the integration accomplished quite a bit. What improvements might we expect a year later? Well, Joe D365 has seen the Road Map and I’m here to tell you exciting developments are inbound! Stay tuned!

Series to return in April post-Summit 2018.

Headed to Adobe Summit 2018? Let us know – we’d love to connect! PowerObjects will be at the Microsoft and HCL booths showcasing the Dynamics 365 and Adobe Marketing solution.

Happy Dynamics 365’ing!

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PowerObjects- Bringing Focus to Dynamics CRM

Dynamics 365 SDK Retirement

Dynamics 365 (online) version 9.0 is here and there are some important developer changes you should know about! In addition to deprecated client-side code, the Dynamics 365 SDK will be retired and replaced with what Microsoft is calling the “Developer Guide”.  Developers use the current SDK to search for coding compatibility, access tools such as the Plugin Registration tool and access coding samples and references to the libraries (.dll’s) for use in their projects.  You can read more about this change here.

The release of the Developer Guide will allow developers to download just what they need.  The tools such as the Plugin Registration tool, etc. and the libraries will be available for download via NuGet.

2612362453 Dynamics 365 SDK Retirement

Sample code will be available to reference and use via msdn.microsoft.com or GitHub.  Documentation for the APIs will be available on docs.microsoft.com and provide more details per entity with inclusion of the metadata (properties, attributes and relationships) and available operations. Both the conceptual and reference content will be visible on the same page rather than having to click on links to open other pages!

183106656 Dynamics 365 SDK Retirement

These are all very exciting changes as it will make it much easier for developers to find the information they need when creating your new custom projects.

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT ServicesBackup and Disaster RecoveryCloud Based Computing and Unified Communication Systems.

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CRM Software Blog | Dynamics 365

Discover What’s New in the Microsoft Dynamics 365 V9 Update

CRM A Z 300x251 Discover What’s New in the Microsoft Dynamics 365 V9 UpdateLedgeview Partners takes an inside look at the Microsoft Dynamics 365 Version 9 Update in an On-Demand Webinar that is available to the public.

Get expert tips, best practices, and find out everything you need to know with V9 Updates.

In this On-Demand Webinar, you will:

  • See User Interface Enhancements to the Existing User Interface: Microsoft Dynamics 365 has made many modifications to its actual web interface, which mostly has the same capabilities, such as to edit, but most of the changes with the existing interface are with formats. The biggest change you will see with the existing interface is that the white space is gone.
  • Get an Introduction to the NEW User Interface: If you are familiar with the Interactive Service Hub in Microsoft Dynamics CRM, you will feel more accustomed to Microsoft Dynamics 365’s New Unified User Interface in the V9 Update. This new interface is based on the old Interactive Service Hub but comes with a lot more enhancements and capabilities than before.
  • See NEW Functionalities: The New End-User Functionalities and Updates in Microsoft Dynamics 365 V9 include the Multi-Select Option Set, “Not-In” Clause within Advanced Find, and Opportunities in Business Process Flows, called Action Buttons. Microsoft has added great Functionalities with plans for more expansion and development.
  • Discover the NEW Outlook App: The biggest benefit to watch out for with the Microsoft Dynamics 365 V9 Outlook App is the ability to track emails, whereas you did not have this option in previous versions. Remember, the Outlook Plugin is not going away anytime soon after Microsoft experienced a negative uproar from the user community after saying they were planning to cut it! Breathe easy, and enjoy the new Outlook App as a healthy addition to V9.
  • Get Microsoft Dynamics 365’s Deprecation List: Keep in mind, the Deprecation List is a list of features that will be going away within the next few Dynamics upgrades. They are not going to be immediately removed. The “Warning List” includes: Service Scheduling, Dialogs, Parature Integration, Client API (JavaScript), and more.
  • And Navigate the NEW Mobile App: The New Unified User Interface is now mobile-friendly, allowing more capabilities than before on your iOS, Android, or Windows device. It’s clean and ready to use. Customers will feel immediately welcomed by this interface on their mobile devices.

Are you ready to get the details? At least one person in your organization, hopefully, many more, should be aware of how Microsoft Dynamics 365 V9 Updates will affect your organization.

Catch up with everything you need to know about the Microsoft Dynamics 365 V9 Update. Watch Ledgeview’s On-Demand Webinar here.

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CRM Software Blog | Dynamics 365

Office 365 and Dynamics CRM: The Perfect Match

As innovative technologies emerge, the world of business continues to shift and evolve. Keeping up with these changes isn’t easy. To succeed, your organization needs the right tools.

The Microsoft Office 365 suite is far and away one of the best tools for maximizing your company’s productivity. There are a lot of things to love about Office 365: you can access it from any location, collaboration between team members is easy, and your data is always secure. And, most of all, Office 365 connects seamlessly with your existing Dynamics 365 CRM.

JourneyTEAM, based out of Utah and Tennessee, has deep experience in helping organizations integrate these tools into how they currently do business. Let’s look at why Office 365 is the right choice for your organization. Then, we’ll explore how it can integrate with Dynamics 365 and how JourneyTEAM can help you leverage the maximum efficiencies out of these tools.

Access Office 365 from Any Location
One of the best things about Office 365 is its portability and accessibility. You don’t need to worry about syncing between different devices and locations, Office 365 does it for you. Whether you’re working on a document in Word, an Excel sheet, or an Outlook email, you can rest assured that you’ll have access to it anywhere and everywhere. Need to throw together a presentation? Simply grab a PowerPoint file from the cloud, and you’re in business.

Collaborating is Easy
Whether your organization is large or small, your team’s ability to collaborate efficiently and effectively can mean the difference between success or failure with any given project. Office 365 understands this, and Microsoft has made it easy for your team to work side-by-side, even if its members are separated by thousands of miles of physical distance. Thanks to Skype Meeting Broadcast, Delve, SharePoint, and other Office 365 apps, you can collaborate with ease.

Top Notch Security
No matter what field you’re in, running a business can be a challenge. That’s why it’s so important to choose a software solution that minimizes the number of things you have to worry about, like the security of your data. Office 365 offers built-in security features, including privacy controls and compliance tools. With Office 365, you’ll never have to worry about the safety of your data.

Integration with Microsoft Dynamics 365
Of all the reasons that Office 365 is such a great choice for your business, this has to be at the top of the list. Office 365 integrates quickly and easily with Microsoft Dynamics 365 CRM.

What does this look like? Let’s take an example. You get an email delivered to your inbox, and you need to track the customer data it contains. Whether the email comes from a lead or a current client, all you have to do is select the CRM tracking option in Office 365. As a result, customer data is automatically synced with Dynamics 365 CRM. It doesn’t matter what device you’re using, either.  Whether you’re on your laptop, your office computer, or your phone, all it takes is the click of a button to integrate new customer data with your Dynamics CRM.

Thanks to its seamless integration with Dynamics CRM, Office 365 can dramatically improve your organization’s efficiency and workflow. Are you ready to learn more about how Office 365 can work for you? Contact JourneyTEAM now to set up a free consultation!


Article by: Dave Bollard – National Director of Marketing

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com

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CRM Software Blog | Dynamics 365