Dynamics 365 Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Power BI Microsoft Dynamics CRM 2013 – Part 2

Colin Maitland, 15 October 2014

In my previous blog I showed some samples of Power View, PowerPivot and Power Map reports that displayed Account and Opportunity related information retrieved from a Microsoft Dynamics CRM Online Organisation. In this blog I will provide a list of the supported versions of Microsoft Excel, the
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Power BI Microsoft Dynamics CRM 2013 – Part 1

Colin Maitland, 14 October 2014

In this series of blogs I will provide a simple overview of how to connect Microsoft Excel to a Microsoft Dynamics CRM Online Organisation and how to then use some of the Power BI tools in Microsoft Excel, such as Power Query, Power View, PowerPivot and Power Map, to create nice looking, interactive
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Microsoft Dynamics CRM 2015 Left Navigation Solution

Jared Johnson, 13 October 2014

Last year we created the Dynamics CRM 2013 Left Navigation. This changed the new navigation that came with Dynamics CRM 2013 to return to a vertical layout, including a scrollbar and also being more “sticky”. We’ve made couple of improvements, you can now install this as a solution
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Microsoft Dynamics CRM 2015 – Set Dashboards to be available for Mobile Users

Jared Johnson, 12 October 2014

Currently in Dynamics CRM 2013 using the CRM for tablets app, the only dashboard that is available to view in the app is the Sales Dashboard, which was a special dashboard introduced with the release of the CRM for Tablets app. Now however with Dynamics CRM 2015 and enhancements to the Dynamics CR
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Globally Define Error Reporting Preferences Out of the Box

Paul Nieuwelaar, 09 October 2014

In Dynamics CRM every now and then users may encounter errors like the one below. These are typically random errors with Microsoft scripts that usually do not affect any functionality. We’re prompted with the option to ‘Send Error Report’ to Microsoft so they can fix the bug if e
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Data Encryption Errors After Restoring Microsoft Dynamics CRM Database

Paul Nieuwelaar, 08 October 2014

If you’re seeing an error similar to the one above, you’ve probably done a database backup and restore from a Dynamics CRM 2013 instance into a new Dynamics CRM 2013 or 2015 instance. This error will pop up when you try and modify a user’s email address, or open personal options f
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Microsoft Dynamics CRM 2013 PowerShell Cmdlets

Colin Maitland, 07 October 2014

Microsoft Dynamics CRM 2013 provides a number of Windows PowerShell cmdlets that may be used to manage a Microsoft Dynamics CRM 2013 deployment. These cmdlets are available on the Microsoft Dynamics CRM 2013 Server which has the Deployment Tools Server Role installed. In order to use the cmdlets you
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Users Unable to Track Emails after CRM 2013 SP1 Update

Paul Nieuwelaar, 06 October 2014

If you’ve recently upgraded to CRM 2013 SP1 and you’ve applied the product update for cases, you might be experiencing an issue where outlook users are unable to track certain emails in CRM. They receive an error: You do not have permissions to access these records. Contact your Microsof
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Upgrading from Microsoft Dynamics CRM 2013 to Microsoft Dynamics CRM 2015

Colin Maitland, 05 October 2014

In this blog I will provide a list of the main points from a recently posted Upgrading from Microsoft Dynamics CRM 2013 to 2015 Autumn '14 video presented by Matthew Barbour. Microsoft Dynamics CRM 2015 Supported Server and Client Software • The following software is supported
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Dynamics CRM 2013 - Microsoft System Center Operations Manager (SCOM) Pack

Greg Olsen, 02 October 2014

Microsoft has just released the Microsoft System Center Operations Manager (SCOM) management pack for Microsoft Dynamics CRM 2013, which is great way of monitoring CRM once you are live or in production. Don’t wait till users tell you there are issues, be proactive and put in some good monitor
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Comparing Sessions in Fiddler

Ahmed Anwar, 01 October 2014

Fiddler has a nice feature for comparing two –and only two- sessions. This feature comes in really handy when your sessions become complex and hard to compare. For example, let’s say you have 2 sessions and you need to compare the 2 sessions character by character. Now to
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Unified Service Desk for Microsoft Dynamics CRM

Roshan Mehta, 30 September 2014

Any large organization with a help desk or service team will know that the case resolution process is never as simple as clicking a few buttons inside one application. Agents are constantly multi-tasking on various service requests at a time, searching and sifting through information on multiple sys
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Performance Testing with Stress Stimulus in Microsoft Dynamics CRM 2013

Manjula Chetty, 29 September 2014

Load testing is performed to determine a system’s behaviour under both normal and expected peak load conditions. It helps to identify the maximum operating capacity of an application as well as any bottlenecks and determine which element is causing problems. When the load placed on the system
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Required Fields Missing Red Asterisk Symbol in Microsoft Dynamics CRM

Paul Nieuwelaar, 28 September 2014

Recently we noticed a problem where some users were not seeing that a field was required in Dynamics CRM 2013. The field still behaved the same, and would display a notification if the field was left blank, however it simply would not show the red asterisk beside the field letting the user know the
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New Conditional Statements Microsoft Dynamics CRM 2015 Business Rules

Paul Nieuwelaar, 25 September 2014

Business Rules were introduced in Dynamics CRM 2013, which allowed customizers to create simple conditions to manipulate the form without needing to write any JavaScript. The only limitation of this was that to create If-Then-Else style conditions we had to create multiple business rules to accommod
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