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Prevent the Dynamics CRM Email Router from Processing Old Emails
Zoe Sands, 29 January 2016
Recently I had an issue while setting up the Microsoft Dynamics CRM Email Router, where I was connecting to an existing email mailbox and all the emails were getting pulled through to CRM dating as far back as 2008. This created a lot of irrelevant data and made things difficult for users. Initial
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Handling SDK Errors Conditionally via HResult Codes in CRM 2015
Isaac Stephens, 28 January 2016
While developing plugins or console apps for Dynamics CRM that leverage the XRM SDK, you might find yourself wanting to handle specific errors, such as missing permissions, inserting duplicate keys, or any of the 2681 different web service error codes documented on MSDN and within the SDK (you can f
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A server certificate could not be validated for the Reporting Services Report Server
Paul Nieuwelaar, 27 January 2016
When you're installing Dynamics CRM (this is CRM 2015 in my case), the Reporting Services check may fail with the above error. For some reason, when you install SQL reporting services (this is SQL 2014 in my case), it defaults to using SSL, even though I have no intention of using HTTPS, as this is
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Dynamics CRM 2016 Adding Entity Components to a Solution
Isaac Stephens, 26 January 2016
In Dynamics 2016, you now have the option of selectively adding only certain views, charts, fields, keys, relationships, or messages to your solutions as opposed to entire entities. You don't have to do anything special to use this functionality; you're given a dialog prompt to select specific enti
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How to Narrow Your CRM Options
John Eccles, 25 January 2016
You need a CRM system but there are a baffling array of options. You want to quickly sift out those that are not going to work and arrive at a list that is manageable. This blog is for you. I will cover the broad categories of CRM without diving into the minutia of detailed functionality. Size of
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Interactive Experience Forms for a Custom Entity in Microsoft Dynamics CRM 2016
Colin Maitland, 21 December 2015
In this blog I will briefly highlight the look and feel of the new Interactive Experience Forms for a custom Project entity in Microsoft Dynamics CRM 2016 Online. This entity has a Business Process Flow associated with it and has related child Projects, Cases and Contacts. Form Header Tiles Thes
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Dynamics CRM 2016 Business Rules invoked by Business Process Flows
David Mochrie, 21 December 2015
Dynamics CRM 2016 is here and with it comes some exciting new features. One useful feature is the ability to invoke a business rule based on business process flow properties. Before we dig into this in more detail, let’s just review what a business rule and a business process flow are. A business ru
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Resolving Cryptography issues with the Dynamics CRM SDK in Azure Web Apps
Jared Johnson, 18 December 2015
When attempting to run applications that use the Dynamics CRM SDK in Azure Web Apps, you can get an exception when the app is trying to connect to CRM that looks like this: “ERROR: System.Security.Cryptography.CryptographicException: The data protection operation was unsuccessful. This may have been
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Dynamics CRM 2016 Cloning Solutions & Patches
Isaac Stephens, 17 December 2015
In Dynamics CRM 2016 you’ll see changes to the way CRM handles solutions, encouraging developers and customizers to track the changes to a solution over time more diligently than perhaps we’ve done in the past. On the Solutions page, you can now see the Clone a Patch and Clone Solution buttons, whic
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Anomaly/Outlier Detection using Excel and SQL Server Analysis Services
Ahmed Anwar, 16 December 2015
In this article, I’m going to talk about how to use the SQL Server Data Mining Excel Add-in to detect odd patterns in records or datasets. Anomaly detection (or outlier detection) is the process of identifying unexpected patterns in a dataset. Typically anomalous problems appear in Banks, errors in
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Mapping parent lookup fields when using navigate in Dynamics CRM 2015
Ahmed Anwar, 15 December 2015
One of our customers wanted to create multiple forms for a custom entity and automatically redirect the user to the correct form based on a certain field value. Microsoft already has introduced the navigate() method since version 2011. Unfortunately in CRM 2015 version 7.0, the navigate function doe
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Dynamics CRM 2016 Excel Templates
Isaac Stephens, 14 December 2015
A new feature added in Dynamics CRM 2016 is the ‘Excel Templates’ dropdown button. From here you can create a template and export data from Dynamics CRM based off an existing entity view. This functionality and the easy availability of the button from the command bar is a good improvement from past
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Set Business Process Flow using a Workflow in Dynamics CRM 2016
David Mochrie, 13 December 2015
Business Process Flows (BPFs) are a really useful part of CRM. They can be used to manage records through multiple stages of a process. On CRM 2016, you can use a workflow to set a business process flow to be the active process on a record. On previous versions of CRM, this was only possible to do w
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How to Ensure Your CRM Project Comes in on Budget
John Eccles, 11 December 2015
Your CRM project doesn’t have to be like this! Magnetism has done many CRM projects that were on-time and on budget. But you will need to be intentional because in general, CRM projects are like most projects and most projects go over budget. In July 1997, the proposed new Scottish Parliament bui
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Using Groupings from Other Dynamics CRM Entities in Charts
David Mochrie, 02 December 2015
CRM charts are really useful for displaying data in a summarised format, giving users a very clear picture of their data. When designing a chart, you will set the 'Horizontal (Category) Axis Labels' This is a wordy way of of asking ‘What do you want to group things by’. For example, you may want to
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