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 …
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 »
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 …
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 »
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 »
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 …
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 »
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 »
With CRM 2013 SP1 release, everybody is talking a lot regarding the new service module enhancements like Case Hierarchies, Entitlements, SLA’s to name a few. Along with these fantastic features also came some new improvements in the workflow designer which can help a lot developing workflows. That is the Workflow Conditions where we can now …
While delivering trainings in Microsoft Dynamics CRM, frequently i keep getting the question – “When Quick create has been enabled for an entity and when the ‘+’ sign of the entity sub-grid is clicked, sometimes CRM throws a lookup and sometimes it opens directly the Quick Create form”. What causes this behavior?The answer is simple. …
By now many of you might be already aware of this. However i came across this POWER OBJECTS blog and it seemed to be a very good quick overview of the new CRM 2015 features that are about to come soon. Want just an overview without a great deep dive into each topic? Well this …
Recently in my project, I encountered this error while importing one of the workflows from DEV. to QA. Environment When we tried to publish the workflow in the QA environment we got the following error. This workflow cannot be created, updated or published because it was created outside the Microsoft Dynamics CRM Web application. Your …
By now many of you might have already worked with Data encryption feature in CRM 2013. In case you are not aware of this new feature, I suggest you go through the following link. https://community.dynamics.com/crm/b/crminogic/archive/2014/03/27/data-encryption-in-crm-2013.aspx Isn’t it really simple to just go to Settings->Data Management and enable Data Encryption with the key of your choice. …
Disable SSL check for enabling Data Encryption in CRM 2013 Read More »
Hi, recently in my project, I had a requirement to enable Data encryption feature that is new to CRM 2013. While enabling and proving the key, we got an error – “The user account for enabling Data Encryption should be a member of the PrivUserGroup in active directory. We had to contact our AD support …
Get PrivUserGroup specific to your CRM Organization in Microsoft Dynamics CRM Read More »
Cross browser support in Microsoft Dynamics CRM was a great feature. Wonderful isn’t it that you can open most of the browser(s) (check for the supported list in MSDN) and your CRM would continue to work seamlessly. And in recent months, I find lot of users have shifted to Chrome while they browse CRM. But …
In Microsoft CRM 2011, many a times we used had to get the name of the logged in user using client side script. Xrm.Page.context.getUserId() used to give us the guid of the user. But alas as simple as it may sound, getting the user name meant to query the user entity with the guid and …
How to get name of the Logged in user in Microsoft Dynamics CRM 2013 Read More »
Hi, Faced this error very frequently during my early days with MSCRM. With all my enthusiasm, I would build a plugin and register it in my CRM. Oops! The plugin registration tool throws me an error. Once of the reason why this error is being thrown is probably because you have forgot to sign the plugin …
{Error} Public assembly must have public key token – Microsoft Dynamics CRM Read More »
Field level security introduced in Microsoft Dynamics CRM 2011 is simply a WOW feature to me. I just implemented it in so many projects with success and finally one fine day i had one customer who wanted to implement this based on the security roles. Well that’s the beauty of consulting isn’t it. We come …
{Tool} – Configure field level security for security roles in Microsoft Dynamics CRM. Read More »
Just the other day, I was discussing with one of my colleagues about his experience of building fetch xml reports for one online implementations and we stumbled upon the topic where he needed to show the list of accounts with no cases associated to it. With SSRS reports it’s just a simple query. However for …
Left Join with Not-in operator in FetchXml in Microsoft Dynamics CRM 2013 Read More »
Recently in our project, we had a requirement where the customer wanted to show different forms of the same entity depending on some business logic. Off-course we could design the form with multiple sections with appropriate fields and show/ hide the sections based on business logic. However if the above approach does not suit you, …
Switch Forms in Microsoft Dynamics CRM depending on Business Logic Read More »
We upgraded recently to Dynamics CRM 2013 and after upgrade one of the feedbacks that came from our customer was that when the form loads for this first time, the fields are clearly not distinguishable. Off course they were talking about the new feature in Dynamics CRM 2013 where the controls are highlighted on the …
{Tips &Tricks} Add borders to fields on form in Dynamics CRM 2013 Read More »
Ever faced the requirement where your customer has asked to export the charts in your CRM Dashboard so that they could embed them in their PPTs. Off-course you can ask your customer to enlarge your charts and then take a clip of the chart and save it as file. I have developed a tool that …
Dashboard Chart Exporter in Microsoft Dynamics CRM 2013. Read More »
Well if you are reading this topic and thinking that there is already a whole lot of information available on how to register a plugin when a user is added to a team, then why this post again. Yes you are right. But I could see there is some incomplete information in many of the …
For a long time doing this, however thought of sharing this to all you guys. CRM does a lot of whole lot of functionalities using these javascript files. When do we really need to explore these system files functions. Well as a CRM consultant, frequently i have faced scenarios where the customer is very adamant …
Exploring Microsoft Dynamics CRM system Js files Read More »
Recently in my project, I came across a requirement where the customer would launch the quick create form and when he clicks on the Save button, our CRM system would perform complex business functions and show a pop-up to the user with a list of available options. If the user selects one of the options …
Close Quick Create Form in Microsoft Dynamics CRM 2013. Read More »
Wanted to share with you all a very interesting way to call plugins from you client side code in Microsoft Dynamics CRM to perform complex operations.Recently in our project we had a requirement to determine duplicates for an entity based on some very complex business rules with integration from external system. Surely we can call …
Call plugin from Javascript in Microsoft Dynamics CRM. Read More »
Frequently in our project, we receive issues from our users complaining that they have created a personal view for their chart. However the chart is not showing any data. The only option we have left then is a screen sharing session with the user to check the filters of his/ her personal views or to …
View Personal Views created by other users in Microsoft Dynamics CRM Read More »
Recently in our project we faced this error. Users of our system were getting this whenever they were trying to create/ update a contact. The error seems to talk about some complex control in CRM to which the user does not have read privilege. Perplexed that you never heard of any ComplexControl entity in CRM? …
User Missing prvReadComplexControl privilege Error in Microsoft Dynamics CRM Read More »
The currency field of CRM is something that we use in almost every project. However I find that there is always some confusion related to this currency field because of the way CRM handles it. Let us see exactly what happens when you create a currency field in CRM. I have a custom entity called …
Understanding currency field in Microsoft Dynamics CRM Read More »
Recently in our project we were getting this error continuously while creating a user in CRM using SDK. The code basically reads the user data from a text file and creates the record in CRM. Googled a lot about the error and tried all the resolutions available. But nothing solved the problem. Also the problem …
UserSettings with ID does not exist – Error while creating a user in MSCRM using SDK Read More »
The tool is available for download at the codeplex site: https://enterpriselogger.codeplex.com/. The entire documentation of the tool and how to use it can be found in the documentation tab in the codeplex site. In case you want to keep reading this blog, I suggest you go back to the link: https://debajmecrm.com/enterprise-logger-for-microsoft-dynamics-crm/ and gather an idea …
The tool is available for download at the codeplex site: https://enterpriselogger.codeplex.com/. The entire documentation of the tool and how to use it can be found in the documentation tab in the codeplex site. In case you want to keep reading this blog, I suggest you go back to the link: https://debajmecrm.com/enterprise-logger-for-microsoft-dynamics-crm/ and gather an idea …
Logging in custom database in Microsoft Dynamics CRM Read More »
The tool is available for download at the codeplex site: https://enterpriselogger.codeplex.com/. The entire documentation of the tool and how to use it can be found in the documentation tab in the codeplex site. In case you want to keep reading this blog, I suggest you go back to the link: https://debajmecrm.com/enterprise-logger-for-microsoft-dynamics-crm/ and gather an idea …
Logging in EventViewer in Microsoft Dynamics CRM Read More »
Would like to share with you all a tool which I have built for logging in Microsoft Dynamics CRM. The tool works for both CRM 2011 and CRM 2013 versions of on-premise/ IFD/ Office 365 environment. It also gives you the option to perform the log operation in File/ Eventviewer/ Custom Database/ CRM entity as …
Recently in my project, I had a requirement where I needed to assign security privilege to all the roles in the system to a custom entity Programatically. Let’s see how we can achieve the same. Whenever a custom entity is added in CRM, CRM internally created eight privilige records for the entity for the privileges …
{Dynamics CRM} Programatically Assign privilege to security role for an entity in MSCRM Read More »
Recently in my project, I was faced with the above problem. The exact scenario is explained below. I have a text field for entering the Device Id in CRM. The user enter a value in the textbox and clicks on the the ‘Determine 54-90’ custom ribbon button without tabbing out from the textbox as shown …
Recently in our project we had a requirement where we needed the attachments for an entity in a custom webresource so that when the user clicks the attachment it downloads. For that first of all you would need to get the attachmentid by querying the annotations which are of type attachment for the entity. Once …
Recently we had the requirement in our project where the customer wanted to execute the Export To Excel feature for an editable grid that we implemented. The following in an overview of the requirement. 1. There is a custom jQuery Grid which shows a consolidated view to customer for a custom entity and its related …
Recently in my project i was required to get the entity type code of entity. A little bit of searching and I could find multiple ways to get them in jscript. However the main problems were: 1. they were working only on entity forms 2. you would have to make a metadata call to get …
{Dynamics CRM} Get EntityTypeCode of an entity in CRM 2013 using JScript Read More »
Recently i cam across this library in CRM 2013. And I found a lot of helpful methods which could facilitate you during your development. Please check for the screenshot below which shows some of the methods. Notable are: 1. Xrm.Internal.getEntityName(<entitytypecode>) – you pass in the entitytypecode and get the logical name for the entity 2. …
{Dynamics CRM Scripting} Exploring the Xrm.Internal namespace in CRM 2013 Read More »
By now many of you might have already explored the concept of Access Teams that has been introduced with CRM 2013. If not then I would suggest to go through it. Personally i kind of liked it as it helped me to escape sufficient amount of coding in my current project. In this post, I …
Recently while configuring outlook for our client, we got the above mentioned error. Also strangely it was working prior to one of our deployments that we did in the organization. So we became pretty sure that it has something to do specific with our latest customizations that we deployed to the environment. What we did is …
In CRM 2013, Microsoft has introduced the concept of actions which is a wonderful way to represent you custom business functionality in the form of a request that CRM platform would understand. Also on top of that, you can register plugins for the actions you create. However there are certain limitations when using plugins with …
Recently in our project, we had a customer requirement where the customer asked to change the colour of image of active stage of a business process flow for Opportunity. Let’s see how this can be achieved. OOB in CRM 2013, the active stage flag for a business process in bluish is colour. Please check for …
With the advent of Microsoft CRM 2013 in came business rules, a wonderful feature of the new CRM version. However with new implementations, there would be always some new confusions creeping up. Well in many training sessions on CRM 2013, i keep getting the question – “Will my onchange handlers and business rules work at …
In CRM 2013 Microsoft introduced the Social Pane, also known as Record Wall. Recently in our project we had a requirement to disable posts for a particular security role. To do that the first thing we did is to remove the Post Privileges for the security role. Please refer to the screenshot below. As you …
{Dynamics CRM Social Pane} Hide Posts From Social Pane in CRM 2013 Read More »
In CRM 2013 Business Process flow, the user can move both forward and backward to next stage and previous stage respectively using the Next/ Previous arrows. However sometimes your requirement might be to have process flows unidirectional. In that case you would not want to show the previous arrow shown to the user. Let’s see …
Recently in our project we needed to restrict the business process flow from one stage to another depending on certain conditions. The problem was that OOB CRM 2013 does allow you to plugin your custom client side code when the “Next Stage” or the “Previous Stage” icons are clicked. You can obviously register Plugins and …
In CRM 2013, while importing of solution, we faced the error “An item with the same key has already been added”. A little bit of searching and we found this very good article which describes how to resolve the error – http://nishantrana.wordpress.com/2014/04/15/an-item-with-the-same-key-has-already-been-added-error-while-importing-solution-in-crm-2013/ However as the link suggests, it was not possible for us to delete the …
CRM 2013 Solution Import Error – An item with the same key has already been added Read More »
In CRM 2013, while importing of solution, we faced the above in the Entity Ribbon of the Account Entity. To resolve the same, we unzipped the customization file that we were importing and then opened the customizations.xml file in a xml editor and checked for the RibbonDiff part for the account entity. We found duplicate …
{Dynamics CRM} Found More than one RibbonDiff Entity Error- CRM 2013 Solution Import Read More »
In the opportunity entity, we have a field “Potential Customer” which is of type “Customer” and it can be both account or contact entity. However sometimes we might need to customize the same to show only contacts or accounts. For this in the form load of the opportunity entity, just add the two lines of …
In CRM we are often faced with the requirement of disabling the view picker of a lookup view. Say we a have a lookup field called customerid on the form of another entity and on click of the lookup, we need to disable the view selector of the lookup view window. In Crm 2011 this …
All consultants like me be it in MSCRM or any other technology would surely agree with me – “Change is inevitable”. Every time I implement a project for a client, there is always a huge change in the requirements from the time when we started it and the time when we implemented it. And it …
Change Field data type in MSCRM without dropping and recreating the field Read More »