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Error Configuring Microsoft Dynamics CRM 2013 for Outlook
Ahmed Anwar, 04 December 2014
Recently I assisted a customer in troubleshooting an issue configuring Microsoft Dynamics CRM 2013 for Outlook. After pointing to the correct Discovery service, entering the user’s credentials and then selecting an organization from the list, I received the following error: Object reference n
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Power BI Microsoft Dynamics CRM 2013 – Part 15
Colin Maitland, 03 December 2014
In my previous blog I demonstrated how to transform DateTime columns, from the Microsoft Dynamics CRM Online Organisation ODataSets loaded into Microsoft Excel, into Date columns and Year columns. There is however a step to be completed prior to that if you want the DateTime values to be converted f
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Microsoft Dynamics CRM SDK: Manually Calculate Rollup Fields
Ahmed Anwar, 01 December 2014
In this article I’d like talk about forcibly calculating Rollup fields using the Microsoft Dynamics CRM SDK. In the Dynamics CRM web client, rollup fields are refreshed/calculated by asynchronous System Jobs. However in the SDK, you can force calculate rollup fields instantly without waiting f
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Download and Install Unified Service Desk
Roshan Mehta, 30 November 2014
I have previously taken you through an overview of Unified Service Desk for Microsoft Dynamics CRM. In today’s blog post, we’ll see how easy it is to download and install Unified Service Desk for Microsoft Dynamics CRM 2013. Downloading Unified Service Desk Unified Service Desk is free t
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Download and Install Unified Service Desk
Roshan Mehta, 30 November 2014
I have previously taken you through an overview of Unified Service Desk for Microsoft Dynamics CRM. In today’s blog post, we’ll see how easy it is to download and install Unified Service Desk for Microsoft Dynamics CRM 2013. Downloading Unified Service Desk Unified Service Desk is free t
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Power BI Microsoft Dynamics CRM 2013 – Part 14
Colin Maitland, 27 November 2014
In this blog on this series on using the Power BI tools in Microsoft Excel to analyse and report on information retrieved from a Microsoft Dynamics CRM Online Organisation I will demonstrate how to transform Date/Time columns in the ODataSets. In my previous blog I demonstrated how to transform the
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Microsoft Dynamics CRM – NZ Dynamics CRM User Group (Auckland) Presentations for 2014
Greg Olsen, 26 November 2014
November 5th we held our last NZ Auckland CRM User Group for the 2014 year. The meetup site has been great for managing and tracking the session information, registrations and the CRM community within Auckland and reaching out to the wider NZ. This blog post will summarise the presentations (known
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Ignoring Activated Duplicate Detection Rules using the Dynamics CRM SDK
Ahmed Anwar, 25 November 2014
When creating a new record using the CreateRequest, you can pass a parameter to the message to ignore the Activated Duplicate Detection rules. Rather than programmatically unpublishing related Duplicate Detection rules in a custom integration or migration tool, you can now keep your rules published
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Microsoft Dynamics CRM – Many to Many Subgrids – Prompt Missing When Deleting an Associated Record
Greg Olsen, 24 November 2014
This blog post will outline a feature which I think, along with a few customers, should be added to CRM. This feature can be known as the ‘Prompt for Association Deletion of a Many to Many record on a Subgrid’. Yea, I know that feature title is a mouth full, but that&rsquo
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Power BI Microsoft Dynamics CRM 2013 – Part 13
Colin Maitland, 23 November 2014
This blog is Part 13, in a series on creating reports using PowerBI tools such as PowerPivot, Power View and Power Map in Microsoft Excel for a Microsoft Dynamics CRM Online Organisation. The emphasis in this series so far has mostly been on preparing the oDataSet queries. These are important founda
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Microsoft Dynamics CRM 2015 – SDK Solution Packager – The given path’s format is not supported
Greg Olsen, 20 November 2014
Using the CRM 2015 Solution Packager within the Bin folder from the latest public CRM 2015 SDK (http://www.microsoft.com/en-us/download/confirmation.aspx?id=44567), you can extract the contents of a CRM Solution into individual files. I was using this tool with the following run command line option
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Microsoft Dynamics CRM 2015 Custom Help
Roshan Mehta, 19 November 2014
The ability to provide contextual custom help content for users is a very important piece of any CRM implementation, big or small. Microsoft Dynamics CRM 2015 now makes it easy to configure and manage help content, whether you are using CRM out of the box with a few minor customizations, or a highly
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How To Reopen Closed Activities in Microsoft Dynamics CRM 2013 with Bookmarklet
Paul Nieuwelaar, 18 November 2014
In Microsoft Dynamics CRM, once an activity has been closed, unlike most other entities, there’s no button to reactivate it. This means that if an activity is accidently closed, or if we want to modify some fields after it’s closed, we simply cannot. One way to reactivate the activity is
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Metadata and Entity Metadata browsers in Microsoft Dynamics CRM 2015
Ahmed Anwar, 17 November 2014
The Microsoft Dynamics CRM 2015 SDK added a new managed solution that’ll allow you to easily browse entity metadata. To browse entity metadata, all you need to do now is to import the new managed solution. After importing, open the solution and go into the Configurations section. I
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Access Microsoft Dynamics CRM Quick View Form Attributes Using JavaScript
Colin Maitland, 16 November 2014
I recently wanted to use a Quick View form on a Main form to access attribute values from the related parent entity instead of using an asynchronous RetrieveMultiple statement. In this blog I will demonstrate how to do this using an example of accessing attribute values that are then used to filter
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