• Testing Applications that Import Excel Files into Microsoft Dynamics CRM

      Miguel Nepomuceno, 10 October 2016

      The ability to import data from spreadsheets is a powerful and useful functionality in Microsoft Dynamics CRM. It allows business users to collect massive amounts of data all into Microsoft Dynamics CRM such that users are able to keep track of customer information all into one place. This is becaus

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    • Selenium with Dynamics CRM Automating Clicks in Navigation Groups

      Miguel Nepomuceno, 03 October 2016

      I’ve been experimenting with different types of test automation tools such as Selenium with Microsoft Dynamics CRM. So far, I’ve been experimenting with how I can navigate through a Microsoft Dynamics CRM solution such that I can simulate test cases and automate tests later on. Selenium is a tool su

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    • New habits for a new job - part 2

      Amy Ching, 07 September 2016

      I continue to be amazed at the habits which Stephen Covey presented in “The 7 Habits of Highly Effective People.” I find that the way I handle situations has changed. Today I will share more on how the habits have inspired me. Proactivity In the book, Stephen Covey shared a story of Viktor Frankl.&

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    • Customer Field in Dynamics CRM 2016 SP1

      Roshan Mehta, 29 August 2016

      Microsoft Dynamics CRM 2016 Service Pack 1 (SP1) introduces the “Customer” field type – a new data type which gives you the ability to add a lookup field to a customizable entity which allows users to select Accounts or Contacts. Requests for this feature date back to the CRM 4.0 days, so it is nice

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    • Test Strategy and Planning with XMind

      Miguel Nepomuceno, 15 August 2016

      Testing is a critical component in the software development lifecycle as it defines the quality of the software product to test. It is the process of validating and verifying the software product such that it meets business and technical requirements during the planning, design and development proce

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    • Do you need a CRM Vendor or a CRM Partner?

      John Eccles, 12 August 2016

      CRM vendors and partners provide different services, operate differently and think differently. It’s important to know which you need and how to work with either a vendor or a partner to maximise results The CRM vendor The CRM vendor’s business model is selling CRM services: they undertake CRM proj

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    • 10 things you may not know about Immersive Excel

      David Mochrie, 02 August 2016

      A new feature in Dynamics CRM 2015 Update 1 was ‘Immersive Excel’. This allows you to export data in a view from CRM to Excel Online, edit the data there, and then save those changes back to CRM. You never leave CRM, the Excel Online window opening up right there within CRM. It’s a really quick way

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    • Working with Related Knowledge Articles in CRM 2016 Interactive Service Hub

      Isaac Stephens, 22 June 2016

      With the release of CRM 2016 we gained access to the new and improved Interactive Service Hub, designed by Microsoft to replace the old knowledgebase functionality of previous versions, as well as to provide a host of new features for CRM users who work primarily in service. Part of the new knowledg

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    • Gotcha with creating personal email templates programmatically

      Zoe Sands, 21 June 2016

      Recently while trying to programmatically migrate Personal Email Templates between CRM organisations I got this error: “An unhandled exception of type 'System.ServiceModel.FaultException`1' occurred in Microsoft.Xrm.Sdk.dll Additional information: An unexpected error occurred.” Event Viewer didn’t g

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    • Filter N:N Add Existing Lookup Dynamics CRM 2016 Turbo Forms

      Paul Nieuwelaar, 20 June 2016

      In CRM 2016, when turbo forms are enabled, pretty much any unsupported code will break. Usually it’s easy enough to add a ‘parent.’ To the front of any unsupported code, however if you’re using the code from my blog post on how to do this in CRM 2013, there’s a few tricky things that need to be upda

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    • Dynamics CRM Share a Personal View with SYSTEM User

      Paul Nieuwelaar, 16 June 2016

      Why would you want to do this? Well if you’re reading this you probably have a good enough reason. My reason was because we needed to retrieve a personal view in a plugin. It needed to be a personal view because certain users should be able to edit the view, and we can’t give users access to customi

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    • Issues with IFD and Dynamics CRM 2016 Update 0.1

      Roshan Mehta, 03 May 2016

      While performing test patch updates to our clients in Auckland, Wellington and Christchurch we encountered strange behaviours with Microsoft Dynamics CRM 2016 Update 0.1. Microsoft Dynamics CRM 2016 Update 0.1 fixes a lot of issues with the RTM build of CRM 2016, but also introduces some major prob

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    • QueryExpression Filter Lookup by Name instead of ID CRM 2016

      Paul Nieuwelaar, 12 April 2016

      In CRM if we want to filter a query using a particular lookup value, e.g. if you had a lookup to Country and you wanted to query all Accounts where the Country is New Zealand, you could achieve this in a couple of different ways. The first and most obvious way, is to directly reference the country

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    • Hiding Side-bar Fields in the CRM 2016 Interactive Service Hub

      Isaac Stephens, 11 April 2016

      The CRM 2016 Interactive Service Hub has a lot of similar functionality to vanilla CRM that's presented in a new format, including the old ability to create a new record of an entity from a lookup field by clicking the '+ New' button. However, if you do this within the Interactive Service Hub, in

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    • Dynamics CRM Live View - tell us your idea

      Gayan Perera, 24 March 2016

      We thought it would be interesting to see if we could visualize Dynamics CRM system usage by users throughout the system similar to the way Internet attacks are displayed (https://cybermap.kaspersky.com). You might be wondering why you’d want to do that, well, it’s always interesting looking at a l

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