10 Quick Tips for a CRM 2013 Database

Gayan Perera, 06 August 2014

Here is a collection of database tuning tips that will help you keep CRM and any other system that rely on SQL running smoothly and efficiently. 1.  Ensure a dedicated drive is allocated for each of the following: OS, Data, Logs, TempDB, Backups 2.  Ensure that each of the SQL drives a

CRM 2013 How to Change the Main Navigation Header

Gayan Perera, 17 June 2014

Recently we received a request to change the main navigation header label from “Microsoft Dynamics CRM” to “<Client Name>”. There is currently no known supported way of doing this so we looked at how we can do this in an unsupported manner. To do this you’ll need

How to fix Found more than one RibbonDiff entity errors

Gayan Perera, 14 May 2014

Recently we came across an error stating when importing a solution with ribbon customizations. 0x80040216 Found more than one RibbonDiff entity. The article below outlines two possible resolution options. http://support.microsoft.com/kb/2503029 However, the solution we were trying to import has ove

CRM 2011 How to fix NET.TCP issue when .NET is re-installed

Gayan Perera, 14 November 2013

We recently had a client who re-installed the .NET framework on a CRM 2011 server which caused major issues with the Asynchronous and Sandbox services. Error was: “The service endpoint failed to listen on the URI ‘net.tcp://localhost/CRMSandboxSdkListener-CrmAsyncService’ because

How to Map Owner Using the XRM SSIS Toolkit

Gayan Perera, 06 November 2013

The SSIS Integration Toolkit is a great product by KingswaySoft. You can download a trial from the link below. http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm One of the most common requests from customers is the ability to retain owner information when data

How to Reschedule Your Dynamics CRM 2011 to CRM 2013 Upgrade

Gayan Perera, 21 October 2013

If you’re a CRM Online customer you’ll notice a notification stating an update is scheduled for xyz date. This update CRM Online to CRM Online Fall 13 release, this release contains changes that might break your existing system. Therefore it is recommended that you test before going ahea

How to use Entity Images in CRM 2013

Gayan Perera, 26 September 2013

Another new feature is CRM 2013 is the ability to set a record specific image. This feature is useful for putting company logos on the account record, a person’s face on a contact record or an image for a product record. To update the image through the CRM 2013 user interface, simply click on

How to Reschedule Your Dynamics CRM 2011 to CRM 2013 Upgrade

Gayan Perera, 20 September 2013

If you’re a CRM Online customer you’ll notice a notification stating an update is scheduled for xyz date. This update CRM Online to CRM Online Fall 13 release, this release contains changes that might break your existing system. Therefor it is recommended that you test before going ahead

Dynamics CRM 2013 at TechEd NZ

Gayan Perera, 19 September 2013

WebResourceLinker for CRM 2013 & Visual Studio 2013 CTP

Gayan Perera, 18 September 2013

We’ve gotten a lot of requests asking about WebResourceLinker compatibility with CRM 2013 and Vistual Studio 2013 CTP. If you don’t know what WebResourceLinker is, it’s a Visual Studio addon that allows developers to quickly publish CRM Web Resources while staying within the IDE. h

Dynamics CRM 2013 SDK – Custom Actions

Gayan Perera, 13 September 2013

Another great addition to CRM 2013 is the ability to define custom actions. This feature is great for easily extending domain specific logic. When a custom action is created through the UI or custom code this custom action then can be executed through the Organization Web Service similar to other re

Real-time/Synchronous Workflows in Dynamics CRM 2013

Gayan Perera, 10 September 2013

There is a new feature in Dynamics CRM 2013 that allows users to create real-time/synchronous workflows. In CRM 2011 there was no option to run a workflow within the current transaction. The operation was queued for execution at a later date/time. Let’s take a look at what/how a synchronous

Dynamics CRM 2011 to CRM 2013 Upgrade Experience

Gayan Perera, 08 September 2013

Upgrading from Dynamics CRM 2011 to CRM 2013 is a fairly straight forward operation. The upgrade experience is very similar to upgrading from CRM 4 to CRM 2011. The basic steps are: 1. Take a backup of your existing CRM 2011 organization 2. Install CRM 2013 3. Restore the database from step 1 into

Dynamics CRM 2013 Phone Number Formatting

Gayan Perera, 11 September 2013

Another new feature in Dynamics CRM 2013 is the ability to format text fields into click-to-call phone number fields. This is done through the customizations and system settings area. To setup this new functionality, first go into the Administrations area then System Settings, scroll to the bottom o

How to switch a Dynamics CRM form based on a value

Gayan Perera, 24 July 2013

With Dynamics CRM 2011 you now have the ability to create multiple forms per entity. This allows you to streamline the data entry process based on roles and fields. Dynamics CRM 2011 already has an out of the box feature to control which form is displayed based on a user’s role. However it is