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
Read the full article hereThis 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
Read the full article hereUsing 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
Read the full article hereThe 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
Read the full article hereIn 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
Read the full article hereThe 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
Read the full article hereI 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
Read the full article hereIn Dynamics CRM 2013, and also CRM 2015, when we click on the link in a lookup field, the record opens. However, because of the flat UI introduced with CRM 2013, the record opens in the same window as the record you’re currently on. In other words, you’re forced to navigate away from the
Read the full article hereThis blog is Part 12, 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. In this blog and the next I will demonstrate how to transform the Option Set column Values into their correspo
Read the full article hereMicrosoft Dynamics CRM 2013/2011 collects useful information about executed plugins which are registered in the Sandbox mode. Approximately, every hour, CRM generates a record of type PluginTypeStatistic. The generated record produces information about the average execution time of each plugin and h
Read the full article hereWith an existing Cloud Service in Microsoft Azure there may be times where you want to take a backup of the current Service or to deploy a copy to another Azure subscription, but you do not have access to the original package used to create the Service. Luckily there is a way to retrieve the package
Read the full article hereIn my previous blog, of this series on using Power BI with Microsoft Dynamics CRM Online, I demonstrated how to reduce the number of rows in a Microsoft Dynamics CRM Online ODataSet using the Power Query Editor. In this blog I will demonstrate how to now apply sorting. The options sorting allow yo
Read the full article hereIf you are browsing CRM via a Chrome web browser with a version higher than v35, then you are likely to receive the following notification in CRM: My Chrome version for testing (version 38): What is the issue? What is happening here is that Chrome (and Firefox also) are depr
Read the full article hereIn this series of blogs on using Power BI tools in Microsoft Excel to work with ODataSets downloaded form a Microsoft Dynamics CRM Online Organisation, I have so far demonstrated how to connect to the Microsoft Dynamics CRM Online Organisation; select one or more ODataSets, such as AccountSet, Conta
Read the full article hereAs a part of this series on creating Power BI reports for a Microsoft Dynamics CRM Online Organisation, I demonstrated in my previous blog how to expand the opportunity_customer_accounts relationship column in AccountSet. After being expanded however, an error occurred when the updated AccountSet wa
Read the full article here