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
Read the full article hereA 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
Read the full article hereWith 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
Read the full article hereRecently 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
Read the full article hereIn 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
Read the full article hereThe SharePoint .NET client API provides a few methods which developers can use to upload files to a SharePoint server. Deciding on which one to use mostly depends on whether the file is larger than 2Mb, as SharePoint doesn’t allow you to upload files above that size using certain methods. If you’re
Read the full article hereWhy 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
Read the full article hereWhile 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
Read the full article hereIn 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
Read the full article hereThe 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
Read the full article hereWe 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
Read the full article hereRecently, we came across a bizarre SQL timeout issue when opening a record. After digging deeper we tracked down the query that was causing the problem. The issue is, if you have a Dynamics CRM 2016 system with an entity which has over 5 secured fields (via Field Level Security) and the SQL server d
Read the full article hereWith the new Turbo Forms feature in Dynamics CRM, users should see a huge difference in performance. However, different configurations and optimizations can lead to unusual performance issues. One we’ve seen recently is very slow Form Load times. There are a number of things that can attribute to s
Read the full article hereWe recently needed to programmatically register plugin assemblies and steps into a Microsoft CRM 2016 system. The registrations are done using the standard Create SDK calls. There are no need to call/execute any special requests against the Dynamics CRM API. Few things to note, you’ll need to execut
Read the full article hereWhile importing a CSV file into Microsoft CRM 2016 using a SSIS Integration Services Project, I encountered this error: Data conversion failed. The data conversion for column "Street 1" returned status value 4 and status text "Text was truncated or one or more characters had no match in the target
Read the full article here