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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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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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 be more proactive about CRM 2016 system issues

Gayan Perera, 25 February 2016

Recently viewed records and views in Microsoft CRM 2016

David Mochrie, 24 February 2016

Spell checking on send of an Email in CRM 2016 using Speckie

John Towgood, 23 February 2016

Unsupported Scripts and Global functions and variables in 2016

Zoe Sands, 22 February 2016

Programmatically Move Cross Entity Business Process Flow Stages in CRM 2016

Gayan Perera, 19 February 2016

How to figure out if Turbo Forms are enabled in Dynamics CRM

Gayan Perera, 18 February 2016

Configuring CRM Server Side Sync with Gmail

Paul Nieuwelaar, 17 February 2016

CRM Server Side Sync Credentials Disabled - Allow Nonsecure Channel

Paul Nieuwelaar, 16 February 2016

Programmatically Setting the Active Stage of Business Process Flows via Plugin

Isaac Stephens, 15 February 2016

Making a Field Read-only On a Business Process Flow

David Mochrie, 11 February 2016

Command Bar Buttons Disappearing in Dynamics CRM

Roshan Mehta, 03 February 2016

Prevent the Dynamics CRM Email Router from Processing Old Emails

Zoe Sands, 29 January 2016

Handling SDK Errors Conditionally via HResult Codes in CRM 2015

Isaac Stephens, 28 January 2016

A server certificate could not be validated for the Reporting Services Report Server

Paul Nieuwelaar, 27 January 2016

Dynamics CRM 2016 Adding Entity Components to a Solution

Isaac Stephens, 26 January 2016

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