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

Fixing a Broken Add Email Button for CRM 2015 Cases in Outlook Client

Isaac Stephens, 29 February 2016

There's a very conditional error that occurs when using both Microsoft Dynamics CRM 2015 and the Outlook Client 2015 to connect to it. The bug occurs when you select an existing case, go to the Add tab and click Email - nothing happens. This is interesting because the other buttons such as Phone Cal
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Our commitment to customer experience when implementing Microsoft Dynamics CRM

Shalane Williams, 26 February 2016

Customer service satisfaction has long been an area of interest & passion of mine. I was fortunate enough to coach on customer service delivery in a corporate environment & have therefore seen first-hand the impact of both good and bad service. Client/customer experience is a buzzword that’s
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How to be more proactive about CRM 2016 system issues

Gayan Perera, 25 February 2016

Being proactive about system issues apply to just about anything. For example, your car showing the amount of gas remaining in the tank, engine warning lights, oil warning lights, when the warrant of fitness expires etc. These are all vital information for a smooth operating vehicle. Having similar
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Recently viewed records and views in Microsoft CRM 2016

David Mochrie, 24 February 2016

Recently viewed records is a concept which has been in Dynamics CRM for a while, since 2011 in fact. It's a really useful feature and one I use regularly, but I hadn't paid much attention to the details of it until someone asked me how many records it shows. In CRM 2015 Update 1 and later, it's pos
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Spell checking on send of an Email in CRM 2016 using Speckie

John Towgood, 23 February 2016

Speckie is a spelling checking add-on for Internet Explorer which is installed onto the client's machine. Once the add-on is enabled the spell checking functionality will be applied to all web pages viewed in Internet Explorer. Since Dynamics CRM 2016 is a web application and can be viewed in Intern
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Unsupported Scripts and Global functions and variables in 2016

Zoe Sands, 22 February 2016

CRM has several global functions and variables that can be used in your JavaScript's to gain information about the context that CRM is currently being used in. Pre 2016 you accessed these functions by simply calling them directly…However in 2016 due to the use of Turbo Forms and the way that they l
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Programmatically Move Cross Entity Business Process Flow Stages in CRM 2016

Gayan Perera, 19 February 2016

While working on a project, we wanted to reduce the number of clicks a user had to perform in order to move to the next stage of a cross entity business process flow. A quick look around the Dynamics CRM SDK and Bing/Google came up with road blocks. It seems the only way to advance a cross entity CR
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How to figure out if Turbo Forms are enabled in Dynamics CRM

Gayan Perera, 18 February 2016

Microsoft introduced a new feature called Turbo Forms with CRM 2015 Update 1 which improved form load performance. You might have systems that contain javascript code that are not supported/crash when Turbo Forms are enabled. There are couple of ways to get around this. One, is to toggle the feature
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Configuring CRM Server Side Sync with Gmail

Paul Nieuwelaar, 17 February 2016

For some reason I always seem to have problems configuring server side sync with Gmail addresses, and it always seems to be the same setting in Gmail which is blocking the connection, so I'm writing about this to make it easier for anyone else setting up server side sync with Gmail (including myself
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CRM Server Side Sync Credentials Disabled - Allow Nonsecure Channel

Paul Nieuwelaar, 16 February 2016

When configuring server-side-sync for CRM 2013, CRM 2015, or CRM 2016, by default if you want to specify credentials for the Email Server Profile or Mailbox, the fields will be disabled if your CRM is running on HTTP like my development server here. Since I have no intention of making this server us
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Programmatically Setting the Active Stage of Business Process Flows via Plugin

Isaac Stephens, 15 February 2016

Interacting with business process flows programmatically in Dynamics CRM can get a little tricky, due to some unexpected behaviour that still exists within CRM 2015. There are plenty of online resources which cover clientside programming for business process flows using javascript, which typically p
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Making a Field Read-only On a Business Process Flow

David Mochrie, 11 February 2016

Dynamics CRM Business Process Flows (BPFs) can be very useful for guiding users through business processes in CRM. One limitation of a BPF is that fields on them can’t be made read only simply by making the field read only on the form. There is however a code-free way round this using business rules
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Preserving Fonts in Aspose Words to save to a pdf in Dynamics CRM

Zoe Sands, 04 February 2016

When generating a PDF document using Aspose.Words from a plugin registered in Microsoft Dynamics CRM sandbox mode, it is important to note that Aspose will not have access to the system fonts installed on the server CRM is running on. This means that any fonts specified in the Word file will not be
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Command Bar Buttons Disappearing in Dynamics CRM

Roshan Mehta, 03 February 2016

A CRM user recently reported that they were unable to see items within fly-out menus on the command bar in Dynamics CRM 2013. Whenever they tried to run a report against an Account, they would see "No actions available" when selecting a report to run. They received the same message when trying to cr
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Ten Signs Your CRM System is Not Working as it Should

John Eccles, 02 February 2016

Your CRM system should be delivering outstanding value to your organisation, enabling you to know and serve your customers better and automating previously manual tasks. Your CRM users will be loving it! "It's not quite like that for us" I hear you say. Then perhaps your system is not working as i
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