Document template feature of Dynamics CRM 2016 came as a big relief to many consultants like us whose only option prior to that was to go to customer and speak about mail merge and many a times which was not liked by customers much. However the introduction of word and excel template features in Dynamics …
This blog post is a continuation of my previous post in which I explained on how to get SAML Token programmatically for your Dynamics On-premise environment configured with claims. If you have not read the previous post, I strongly suggest to read it and come back to this. https://debajmecrm.com/utility-saml-token-generator-for-your-dynamics-crm-online-configured-with-claims/ In this blog post, I …
As a CRM Consultant we come across myriad of requirements. Of them some are our day-day stuffs. But the ones which puts us in a bit of head scratching and brainstorming are the ones which gives us the maximum satisfaction when completed. And this was one of them. Our client had configured IFD for their …
I have been using powershell for sometime now for my day to day job in my CRM project. And yes, whenever I use it, I simply love it. Just today another CRM consultant walked up to my desk and saw me running some CRM commands in PowerShell and he was simply amazed about quickly we …
{Dynamics CRM + Powershell} Leverage Powershell to simplify your day to day CRM tasks Read More »
First of all, I have been able to make this work for CRM 2015/ 2016 on-premise and IFD but does not work with online version. However I am still trying hard to make it work for online version as well. Hopefully I would be able to find a solution very soon. Now coming to what …
This is the final post in the series and if the you are directly in here, I strongly suggest to start from the link – https://debajmecrm.com/blog-series-complete-in-depth-walkthrough-of-dynamics-crm-plugins-with-azure-service-bus-queues/ So we are almost at the end of our journey and we just have to build a client to read the message we have posted in the queue. If …
This is the third post in the series and if the you are directly in here, I strongly suggest to start from the link – https://debajmecrm.com/blog-series-complete-in-depth-walkthrough-of-dynamics-crm-plugins-with-azure-service-bus-queues/ Open Plugin Registration Tool and click on Register –> New Service Endpoint Name – Enter a suitable name. Description - Don’t leave this blank. It is mandatory otherwise you …
This post is a continuation of my previous post. If you have not read the previous post, I would strongly suggest to read the same and come back here. Here is the link – https://debajmecrm.com/blog-series-complete-in-depth-walkthrough-of-dynamics-crm-plugins-with-azure-service-bus-queues/ In this article we will understand how to configure a queue where Dynamics CRM can post messages and also configure …
{Dynamics 365 + Azure + Queue} Part2 – Azure Queue and Identity Provider Configuration Read More »
You might be thinking, we already have so many wonderful blog articles which explains how to do this. I agree. But in most of the cases, not the whole steps from the start to finish is mentioned to make it work in real life. In some cases, it is neatly depicted what you should do …
{Dynamics 365 + Azure + Queue} Part1 – Understand the basics Read More »
Recently we had a requirement from our customer to show the number of attachments for each email in a view. The number needs to be reflected whenever the user refreshes the view. Simple requirement right? And what is coming to your mind? Plugins? Workflows? Well if you are thinking of the Plugins and workflows, I …
This has been a common requirement so many customers that I worked for. Setting the global search page as the default landing page for specific users. I saw a similar question today in the Microsoft Dynamics forum as well and hence I decided to pen down on how I did it. First things first – …
‘Voice of Customer’ has indeed been a great solution provided by Microsoft. And recently we showed a demo to one of our customers and they were just taken aback by this new feature. After all, they could launch the surveys and capture the responses just by few configurations and generate awesome surveys. For people who …
Back sometime I wrote a blog post on how to show related activities of an account on the contact form using Quick View feature. Here is the blog post link. Back then it was 2013 version of CRM and it generated quite an interest. It worked great and a great advantage was people could even …
The world ‘social’ has become so trendy these days that just the term makes any subject interesting. And CRM being an application with Myriad of possibilities, it cannot escape itself from the social media integration as well. So here was my customer embracing the integration of dynamics CRM with Social listening. They were amazed by …
Recently my friend called up for a requirement where they needed to show all contacts in customer hierarchy. Let me explain the scenario here before moving further Suppose Account A is parent customer for Account B and Account B is the parent customer for Account C. So the requirement is when Account A form is …
Recently I came across a question in Dynamics Forum where the same question was posted. To be more specific, some sales user in the environment were having access to ‘System Settings’ in the administration section due to improper set-up of security role. Clearly this was a security vulnerability. So what is the privilege that gives …
Recently my friend called me up and asked for a requirement where their client wanted to show a sign up page the first time a user logs in. Once the user signs in, from the next time onwards they would be able to login directly into CRM. So I thought, why not a give it …
I know the title of the blog is a bit confusing. So if you are reading this, I would suggest you continue reading this. So first the requirement. Our client had two CRM Organizations in a single installation of CRM. And both the organizations are on IFD. With time one organization because of it more …
After my last couple of blogs on Web API, I am being asked this question repeatedly. Can I use Web API from Plugins/ Custom workflows? And I keep on asking back, why do you need that? After all there is the almighty organization service which virtually allows you do anything and everything that you would …
Sometimes simple things can give you nightmares and the same happened with one of my colleague. So this is the scenario. My colleague just needed to identify if a user is a particular security role and for that he was using the OOB script – Xrm.Page.context.getUserRoles(). The funny thing is that this method was returning …
Microsoft has been focusing recently in Cloud First Strategy for Microsoft Dynamics CRM. Every new cool feature you name, you see it in online first. However as with everything, when you focus heavily on one side, some aspects always gets neglected. And big on-premise customers are at the receiving end recently for this. Believe me …
{In Depth} Power BI and Dynamics CRM on-premise–When and how it works? Read More »
Recently I posted in my blog on how to execute Web API queries from external ASP.NET web application to retrieve data. Details could be found here – https://debajmecrm.com/knowhow-how-to-execute-web-api-calls-to-microsoft-dynamics-crm-from-an-external-asp-net-web-application/. After this post, people has been asking me to how to leverage the Discovery service Web API with Dynamics CRM 2016. And the most common question being …
{KnowHow} How to use Discovery Service Web API of Dynamics CRM 2016 Read More »
How common in these days is to land up in a website where you see login via facebook or login via your gmail. Many times for our projects we need to develop a custom asp.net web portal which where users might need to authenticate with Microsoft Dynamics and fetch data. In this example, I will …
Configure your Dynamics CRM as identity provider for an external web application Read More »
Microsoft Web API has delighted all and specially if you have a penchant towards exploring the API features, then Web API must have thrilled you by this time. Many consultants and experts, including myself, have written blogs on how to leverage the Web API features in Dynamics CRM.But all these far, all the examples have …
I came across this interesting requirement today and hence thought of penning down the solution. Please note this solution is for only for CRM 2015 Online Update 1/ CRM 2016. This solution does not target versions below that. So from the title of the topic, the requirement is very obvious. I need a view which …
First don’t get overwhelmed by the title of the topic. All this means how to connect to CRM from a standalone HTML Page using the web-api. Prior to CRM 2016, you cannot connect to CRM OData service from any HTML Page outside dynamics CRM. However with CRM 2016 you are able to do this. If …
Understanding in Depth – Cross Origin resource sharing (CORS) in Dynamics CRM 2016 Read More »
It’s been more than 3 years that access teams have been introduced and perhaps every project I visit, I find the use of access teams. However there are still couple of nuances in access teams which most of the teams find it difficult to manage. The first of them being the migrating the access team …
Not a very familiar topic I would say, at-least from what the title says. But I feel this will become more and more prominent as Dynamics CRM online customers keeps on increasing every hour. So how do you handle if there is some unplanned service interruption for you CRM online customer. Unplanned interruption happens when …
Prepare your code for Disaster recovery in Dynamics CRM Online – Dynamics CRM 2016 Read More »
Microsoft introduced the Xrm.Page object model to interact with the sub-grids on your forms from 2015 Online Update 1 and in CRM 2016 (for on-premise as well). Wonderful isn’t it. You can query the number of rows in the sub-grid, get the primary attribute value, guid and the logical name of each of the record …
Read all column values in sub-grid on the form using client API–Dynamics CRM 2016 Read More »
Dynamics CRM 2016 overwhelms customers and consultants alike. There is no denying the fact that indeed, this has been a giant step forward be in terms of user experience or the rich set of functionalities, especially for our on-premise customers who have made the leap from CRM 2015 to CRM 2016. And among these big …
Using Color codes in Option Set Items – Dynamics CRM 2016 Read More »
Sometimes the most simple stuffs are the most appreciated ones. The same goes about this topic. There is nothing very geeky or some advanced feature of Dynamics CRM that I am going to talk about here. Yet these simple techniques would help a lot in your day to day CRM development. Here I am going …
Debug your web resources efficiently in Dynamics CRM Read More »
Before you continue reading this post, make sure you are aware of the full text search enhancement for quick find that has been introduced with Dynamics CRM 2015 Update 0.1. In case you are not aware of this feature, you can refer to my another blog post – https://debajmecrm.com/optimize-your-global-search-by-enabling-full-text-search-in-dynamics-crm/. This post would give you an …
Well, let me be very honest here. I hated to write this blog post. But to my surprise, I am finding lot of people wasting their valuable on this small stuff. So I thought, let me pen down this rather insignificant stuff so that it can help at-least someone stuck with the same issue. I …
{Tips & Tricks}–Show repeating content in Dynamics CRM 2016 word templates Read More »
Continuing with my series of blog posts related to the wonderful Web API of CRM 2016, in this blog post, I will explain how to execute custom actions through Web API. No more use of creating complex SOAP queries from the client side to invoke your action. The wave of Web API is here to …
Invoke your Custom Action from Dynamics CRM Web API–Dynamics CRM 2016 Read More »
I have been exploring the Dynamics CRM Web API features and frankly speaking it never ceases to amaze me. So today I am going to explain how you can impersonate a user to create a record from the client side. Wondering how can we impersonate from the client side. After all, till this time, plugins …
Impersonate a user using the Microsoft Dynamics Web API in Dynamics CRM 2016 Read More »
Prior to CRM 2016, REST queries were based on the OrganizationData service. However the functionalities provided by the REST API were really limited to the CRUD operations and Associate Requests. If you need to execute complex fetchxml queries, either you need to take your code to the server side or call the Organization service endpoint …
In my previous posts, I explained in detail two new features of CRM 2016, solution segmentation and solution patching. To view the posts you can refer to the below links. Solution Segmentation – https://debajmecrm.com/understanding-solution-segmentation-in-detail-in-dynamics-crm-2016-create-a-solution-with-just-what-you-need/ Solution Patching – https://debajmecrm.com/simplify-your-deployment-with-the-new-solution-patching-feature-in-dynamics-crm-2016/ In this article, I will cover in depth another new feature introduced in the CRM 2016 which …
Understanding Solution Cloning feature in detail in Dynamics CRM 2016 Read More »
In my earlier blog post, I have explained in detail the solution segmentation feature in Microsoft Dynamics. In you are new to the solution segmentation feature, please refer to the blog post – https://debajmecrm.com/understanding-solution-segmentation-in-detail-in-dynamics-crm-2016-create-a-solution-with-just-what-you-need/ In this post, I will cover in as much depth as I could explore , the new feature of Solution Patching …
Simplify your deployment with the new Solution Patching feature in Dynamics CRM 2016. Read More »
I have been exploring Dynamics CRM 2016 lately and what a wonderful release it has been. Today I was exploring in depth the new solution enhancements introduced with Dynamics CRM 2016 and I have to say I am mesmerized by it. Whatever complaints my customers has been raising regarding solution versioning and management, I think …
Exploring new stuffs in Dynamics CRM 2016 is great and if it is something technical and gives me an opportunity to write some code, it’s like icing on the cake for me. CRM 2016 has introduced the new SetProcessRequest message which enables you to set the business process of a target entity. So let’s get …
Very interesting article from my colleague – Rajesh
Wanted to share a very utility post from my colleague – Rajesh
First let me explain the requirement here. Our client had set up server side sync for incoming email synchronization. There is one support mailbox to which end-users sends email. Once the email comes to support mailbox, the email is forwarded to CRM at every specified interval. And once it comes inside CRM, it is assigned …
I never find a good title to explain my blog post. So I would rather suggest you read through my entire post even if blog title seems absolutely non-sense . So coming back to the topic here, first let me tell you why I needed to do all this stuff. My customer environment contained a …
Dynamics CRM 2015 Online update 1 brought many changes. And the most talked about changes I keep hearing about are the new SDK changes that came with it. I am from hard-core programming background and honestly nothing excites me than getting dirty with new stuffs hands-on. However in my role as a consultant, I have …
Save your changes in CRM directly from excel online–Dynamics CRM 2015 online Update 1 Read More »
Recently I got a chance to explore this while doing a small POC for one of my customers. And boy! I liked it. All this time I was hearing about this and also watched the MSDN video. But nothing is true experience until you get a first hand experience of it. Here was the scenario …
Since the title is not explanatory, let me explain the topic here first. Recently I was asked to look into custom SSRS reports which were working fine until recently it started throwing intermittent errors where the report was not rendering. Users were getting the below errors. Reports were rendering empty with no data “An error …
{Resolution}–SSRS report not rendering in Dynamics CRM Read More »
Are you using CRM 2015 and you have complaints regarding the global search 2015 performance? Well then you are right place. with CRM 2015 Update 1, Microsoft provides a feature to enable full text search for your organization. Once you download and install Update Rollup 1 for Dynamics 2015, this option would be available to …
Optimize your global search by enabling full text search in Dynamics CRM Read More »
‘Read Committed Snapshot Isolation’ Or RCSI is short is something I continuously keep hearing in my CRM implementations every time there is any discussion related to the CRM performance. On the lighter side of it, the term itself is very catchy isn’t it. Since it’s not a database related blog, I will keep the concepts …
Access Teams! Great feature that came with Microsoft Dynamics CRM 2013 version. However after repeated implementations, despite the benefits that access templates provide, one common complain that I have heard “Why are access teams not solution aware?” Well lets get a bit deeper here. It’s not the access teams which is loosely mentioned in the …
{Utility}–Access team template migrator for Microsoft Dynamics Read More »
This post is in continuation to the my previous post – https://debajmecrm.com/control-crm-2013-business-process-next-stage-and-previous-stage-flow-using-jscript/ In the above post I have showed how you can override the OOB next and the previous stage clicks and make your own functions to fire when the next or previous stage movements happen. Please note that whatever I have mentioned in the …
Wondering how is it possible. I myself was confused when the one of the developers in our project reported this. Surely I thought it is not possible. There is something the developer is confusing with. So I checked the report and what I did is print the logged in userid in the report using the …
{Fix}–SSRS Reports in Dynamics CRM not running under executing user’s context Read More »
Every day brings a new surprise in the life on consultant. And today was also not an exception. We had some SSRS reports for our client which required some changes in the default values of multiple parameters for each of the reports. So our SSRS report developer did all the changes which was pretty quick …
Recently in my project the customer came up with a requirement where they needed to clone a record programmatically. They wanted a common API which can be used to clone records of any entities. Normally the requirement would be like there would be a button on the entity record form called ‘Copy Record’ or ‘Clone …
Let’s agree to this. In any complex CRM implementations you would end up with lot of client side coding. No matter how much hard you try, you simply cannot avoid them. And why not. With new additions in CRM 2015, the client API of Dynamics CRM is as powerful as it ever was. However believe …
{Best Practices} Naming convention for you javascript webresources in Dynamics CRM Read More »
Does the word TypeScript sound familiar to you. Hear it buzzing around you and thinking as a dynamics consultant how and when can I use it, then this post for you. People already expert in typescript, I would rather suggest stop immediately and close this post and move on to something else as this is …
Typify your HTML webresources in Dynamics CRM using TypeScript Read More »
In this topic, I am going to walkthrough the cool HTML5 stuffs that you can use for field validation while you build webresources in Dynamics CRM. Up until now, if you are not using HTML5, to validate a required field, you would need to write javascript to test for each field. Also your headache increases …
{Dynamics CRM web resource} Exploring field validation features in HTML5. Read More »
Looking at the title of the topic, you might be asking – Is this something to do with Dynamics CRM Plugins only? The answer is ‘NO’. It’s not. The error I am talking about is generic and you may get it from anywhere where it is trying to execute a SSRS report programmatically. However posting …
Wanted to share this really cool stuff with fellow Dynamics CRM consultants who might not be aware of this html5 feature. We had a webresource and where we had multiple input controls. Our client wanted that these input controls should show some default text to make the user understand the type of input the …
How many times have you heard about HTML5. It’s one of the most talked about stuffs in the industry. HTML5 and jQuery – the killer combination. And again there is this topic which discusses about HTML5. So let me explain here why I choose to pen down this blog post. HTML5 have been doing the …
Not sure of the title explains the topic much. So let me illustrate with an example on what we were trying to achieve for our customer. The customer had a requirement where the users would need to enter weekly data and the report would be locked for the week by Thursday 5 PM PST time …
{Knowhow} – How to get the server time in Dynamics CRM? Read More »
Title seems confusing. Right? Well even to me it’s not a great title to explain the topic. For me, nothing is better than real time examples. So let me illustrate the same with an example. So I was in this project where my customer wanted me to create a view that would show users in …
We had this requirement recently with one of our clients. They had a change in their business processes and from team based security, they wanted to move to region based security. What they wanted from us is to migrate their Users to specific Business Units based on regions. So they had five region which they …
There are many topics on optimizing the performance of the reports in Dynamics CRM. And it has been discussed so many times about the performance of filtered views. However no matter how much we try, we have to use filtered views for the security context of the report. And here I was called for to …
Confused by the title? Well let me explain here the exact requirement that I had recently for one of my customers. For the opportunity entity we designed multiple business process flows. However the condition was whenever a user tries to create a new opportunity, first a default business process flow would load. Depending on the …
Yes, I saw exactly the same line in the draft customer requirement sheet. My prompt reply would have been ‘No’ to the customer for this requirement. But as a consultant, we all know the perils of saying a direct ‘No’ to the customer. To be specific to the requirement, we had a dashboard showing a …
Show consolidated summation of values in Funnel chart in Dynamics CRM Read More »
Hi All, Finally got some time around to work on the bug fixes in the my codeplex tool ‘Role Based Views in Microsoft Dynamics CRM’. The new version has been uploaded in codeplex site- https://rolebasedviews.codeplex.com Thanks everyone for the huge downloads and making the tool so popular. What’s fixed in this version Error in the …
Role Based Views in Dynamics CRM – New version released Read More »
Before you start reading this, please note that although the title says auditing of team membership table, it strictly does not cover all audit scenarios. However this article will help you to track some stuffs in team membership table that would be of help in some scenarios. Recently in my project, customer walked up to …
First of all, from the title this seems trivial isn’t it. After all as CRM consultant we do so many complex stuffs and calculating the age of a contact is just so simple! However the point I wanted to highlight here is to use the DIFFINDAYS and host of other functions introduced in Business Rules …
Using DIFFINDAYS to auto calculate age of a contact – Dynamics CRM 2015 Online Update 1 Read More »
We had this requirement recently where we need to change the business unit of teams programmatically. Seemed quite easy since I already had the experience of the using SetBusinessSystemUserRequest while changing the business unit of the user. Hence we assumed that there would be some message likewise for changing Business Unit of the teams also. …
Programmatically change the Business Unit of a Team in Dynamics CRM Read More »
If you are a Microsoft Dynamics Consultant you are sure to play dirty with the Xrm.Page object model. The client side model of Dynamics CRM is gaining strength with each release and with more and more functions added to the kitty, it becomes really hard for the developers to keep stock of everything new that …
Have you ever faced this situation where your plugin or workflow assembly is referencing some utility assembly for which you do not have the code base. Well we had this situation very recently where we were required to refer to some external utility dll to perform some operations. The problem we had is we did …
Exploring the new features that came along with Dynamics CRM 2015 is fun indeed and what can be more fun than getting a chance to implement that in real time project. While going through the new features sometimes we tend to miss out on the small nuances that would actually make the new stuff to …
Just the other day we had a requirement from the client where the in the contact form, if the user enters the zip code, state and the City would be populated automatically based on the zip code entered and the user should not be able to edit the state and the City fields. Simple isn’t …
Disable a composite control’s individual element in Dynamics CRM Read More »
Looking at the title of the topic, you must be wondering, is it something really related to Dynamics CRM. Well I would say a big Yes. Because it is an excellent HTML 5 feature and we develop HTML 5 webresources in our day-day activities. Being a dynamics crm consultant we sometimes tend to miss out …
Looking at the title of the topic, you must be wondering what’s new in here. I think many of us by this time already know that we can clone one record of an entity to create another record easily using the Xrm.Utility.openEntityForm method. For e.g suppose we have an account record and we have a …
By this time many of you might have already explored the Xrm.Internal namespace and displayed your custom webresources in CRM 2013/ 2015 modal style. Well, if you have not, I suggest you check my blog post https://debajmecrm.com/exploring-the-xrm-internal-namespace-in-crm-2013/ to explore the Xrm.Internal namespace and i bet you would like it. Coming back to the topic, if …
Microsoft Dynamics CRM Error Dialog – using Xrm.Internal.openErrorDialog Read More »
Recently we had a requirement where we needed to create a view in Dynamics CRM that shows a UNION of results. To explain it in a more detailed way, let me explain the scenario. We had a custom entity called Opportunity group and under Opportunity Group we had multiple opportunities. Opportunity entity had four custom …
{Dynamics CRM} Create a view in Dynamics CRM that shows UNION of results Read More »
Recently we started noticing this error in the event log for Microsoft Dynamics CRM Email Router. After a bit of research, we found that the issue was occurring because from the authentication providers, of Microsoft Dynamics CRM website, the Negotiate provider was removed. So we had to add the Negotiate provider back. The following are …
Recently we had a requirement where we needed to display a specific set of on demand workflows in a specific order for a particular entity. Well is this possible? In a supported way? The answer is No. However if your customer is hell bent on this, you can try the below unsupported approach. This solution …
Displaying On Demand Workflows in sorted order in Dynamics CRM 2013 Read More »
Looking at the title of the topic, you must be thinking that I am going to discuss any bug in Business process flows. Well not exactly. However there are some situations where using business process flows can lead to confusing errors. Lets see such an example. Let’s say you have a requirement where progression from …
From CRM 2013 onwards, many a times we need to reload an entity form since from CRM 2013 after saving of the record, the entire page does not refresh. And frequently to do this, I have come across use of window.location.reload method to do the same. Off course there are ways to asynchronously update the …
Reload an entity form in Dynamics CRM 2013/ 2015 Read More »
This is exactly the same question that my customer had when they upgraded to CRM 2013. In CRM 2011, they could go to Personal Options and in the E-Mail tab could see the following screen If they check the option “Allow E-mail router to use my credentials to send and receive e-mail on my behalf”, …
My client is on Dynamics CRM 2013 SP1 UR1 and they are facing this problem for their multi-org on-premise deployment. They have a pretty simple workflow on the account entity where they are sending an e-mail and in the e-mail body they are inserting a hyperlink to the account record. The problem is that when …
Business rules are great. Aren’t they? But how many implementations I have seen where customers initially were so much excited about no code development using business rules and finally they found that very simple stuffs cannot be achieved using Business Rules and finally they end up disappointed. I faced a very similar situation recently. I …
First all, let me give an answer to title of the post. Yes it is! For people who already know this, this is as far as you need to read this post :). However is my day-day project implementations, I come across many technical consultants who are not aware of the underlying implementation of Business …
{Dynamics CRM} Are Business Rules created as process records in CRM? Read More »
Business process flows are everywhere these days. Every project I come across have business process flows implemented and why not? A great feature indeed. However came across this very interesting question that one of my client administrators came up with regarding the security aspect of Business Process flows. The following describes the set-up for client …
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt USD-9992277 ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. By this time many of you might have already installed CRM 2013 SP1 and must have used some …
{dynamics crm 2013 SP1} What happens internally when dynamics CRM 2013 SP1 is installed. Read More »
Recently we had a requirement in our project where on the opportunity form, when the sales manager selects the account, the system should show the list of activities related to the account. The requirement looked very interesting and the first thing that came to our mind is to utilize the Quick View form to achieve …
Using Quick View form in CRM 2013 to show filtered set of related records. Read More »
Recently I had a requirement to filter out some of the entities and optionsets while generating early bound classes using CrmSvcUtil.exe. I was almost done writing my custom code for that when my colleague pointed me towards this wonderful tool in codeplex. The link for this tool is available for download from the following codeplex …
We encountered this error recently when we upgraded from CRM 2013 to CRM 2015. We had our plugin where we used to execute a custom SSRS report and get the byte content of the report and create an attachment for an entity. For this we had a reference to the Microsoft.ReportView.WebForms dll v 10.0 The …
Our customer recently upgraded from CRM 2011 to CRM 2013 and one of the very first concerns that the customer faced is they were missing advanced find from the record view. Every time they wanted to open advanced find, they had to go back to the Grid View of the records and open advanced find. …
Open Advanced Find from Anywhere in Dynamics CRM 2013 Read More »
Recently we upgraded one customer from their CRM 2011 to CRM 2013 environment. During the process of upgrade and new features implementation, we were developing in separate environment while the existing customer system was still going on. Just before going live with the upgrade, our client informed us that there had been considerable number of …
Recently we upgraded from CRM 2013 SP1 to CRM 2015 version for our customer. We have upgraded to CRM 2015 on the first access (FA) version of 2015 that our customer had from Microsoft. However after upgrading to CRM 2015 and doing a quick sanity check on the environment, we started getting the following error …
In think by this time, many of you must already have used the SLA feature that came with CRM 2013 SP1. Hence i am not going to explain here what that feature is and how can we use it for our implementations. Rather I would like to share my answers to the common questions that …
While implementing Business Process flows for our customers, how I wished for if Microsoft had provided Client API’s to deal with the Business Process Stages. How easily I could have implemented some of the requirements that customers asked me regarding Business Process flows. I am sure that many of you have wished if we could …
Dynamics CRM 2013 – Client API’s to interact with Business Process Flows Read More »
Recently we have upgraded our client environment to CRM 2015 and our first observation after upgrade was that none of SDK calls through the custom javascript methods was working. After debugging, we found that there was some common function to get the server url and it was getting it through Xrm.Page.context.getServerUrl(). Although getServerUrl() was already …
Error with Xrm.Page.context.getServerUrl() in CRM 2015 Read More »
As many of us know, with CRM 2013 SP1, duplicate detection is back. Personally I liked it a lot because you can avoid potential duplicates just through configuration without writing plugins and also you get an option to continue with the duplicate record or to perform actions like merge on the duplicate records, So came …
CRM 2013 SP1 Duplicate Detection Bug – Really a bug or expected framework behavior? Read More »