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

Retrieving Dates in FetchXML Aggregation for use in Dynamics CRM Reports

Zoe Sands, 23 July 2015

While writing a report using FetchXML, I needed to perform aggregation on a linked-entity where I encountered a problem in that fields that are not aggregated have to be grouped. For most fields this is fine; however, for DateTime data types this can be problematic as you cannot group by a date on i
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Subgrid Visual Errors when Hiding a Tab or Section in Dynamics CRM 2013-2015

Jared Johnson, 21 July 2015

During an upgrade from a CRM 2011 system to CRM 2015, testers reported that some subgrids in the system were occasionally having strange visual errors where the buttons were being pushed down into where the field labels were displayed, and if the subgrid was in a labelled section the section name wo
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Power BI Microsoft Dynamics CRM Online – Power View Report Part 3

Colin Maitland, 14 July 2015

This is the third blog in a series of three blogs on how to create a simple Power View Report in Microsoft Excel to display information on Accounts and Opportunities retrieved from a Microsoft Dynamics CRM Online Organisation. The report is based on an ODataFeed related query created using Power Que
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Power BI Microsoft Dynamics CRM Online – Power View Report Part 2

Colin Maitland, 13 July 2015

This is the second blog in a series of three blogs on how to create a simple Power View Report in Microsoft Excel to display information on Accounts and Opportunities retrieved from a Microsoft Dynamics CRM Online Organisation. The completed report will look similar that shown below. In my prev
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Dynamics CRM 2013 – Problem with Dynamic Record URLs in Workflow Processes

Roshan Mehta, 04 May 2015

I recently encountered an issue with the use of dynamic record URLs in workflow processes in Microsoft Dynamics CRM 2013. These URLs are commonly used when sending e-mail messages through workflow processes, so users can simply click on a hyperlink which will take them to a specific record in CRM.
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CRM 2013 – Error with Access Team Templates after Deployment

Ahmed Anwar, 27 January 2015

Access Teams in Dynamics CRM 2013 allow you to assign records to multiple users through the use of a sub-grid which references an Access Team Template. When deploying a solution which contains this sub-grid from one CRM environment into another, you may have come across the following error. The Req
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Create New Records from Anywhere in CRM 2013 with Bookmarklet

Paul Nieuwelaar, 14 December 2014

In Dynamics CRM 2013, and even CRM 2015, finding the entity you’re looking for can be difficult using the Site Map. If you have a lot of entities in your sitemap, or if the entity you need to create isn’t even in the site map, it can be difficult to get to where you need to be to create
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Power BI Microsoft Dynamics CRM 2013 – Part 16

Colin Maitland, 10 December 2014

In my previous blogs in this series I have demonstrated how to connect Microsoft Excel 2013 Professional Plus to a Microsoft Dynamics CRM Online Organisation, download Account, Contact and Opportunity ODataSets and update those ODataSets using Power Query so that they are ready to be used for develo
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Microsoft Dynamics CRM 2013: Populating Required Fields with Bookmarklets

Ahmed Anwar, 08 December 2014

I definitely reckon you that you had to fill all required fields every time you test a small piece of code on an entity form, right? For example, you may have added some JavaScript code to the onSave event of a form and when it comes to testing, you need to manually fill in all of the required field
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Getting Started with Unified Service Desk

Roshan Mehta, 07 December 2014

In my previous post, we looked at how to download and install the Unified Service Desk CRM components and the desktop client. The next step on the USD journey is to configure USD inside Microsoft Dynamics CRM 2013 to give your agents the best experience while working with the application. In this po
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Error Configuring Microsoft Dynamics CRM 2013 for Outlook

Ahmed Anwar, 04 December 2014

Recently I assisted a customer in troubleshooting an issue configuring Microsoft Dynamics CRM 2013 for Outlook. After pointing to the correct Discovery service, entering the user’s credentials and then selecting an organization from the list, I received the following error: Object reference n
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Power BI Microsoft Dynamics CRM 2013 – Part 15

Colin Maitland, 03 December 2014

In my previous blog I demonstrated how to transform DateTime columns, from the Microsoft Dynamics CRM Online Organisation ODataSets loaded into Microsoft Excel, into Date columns and Year columns. There is however a step to be completed prior to that if you want the DateTime values to be converted f
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Download and Install Unified Service Desk

Roshan Mehta, 30 November 2014

I have previously taken you through an overview of Unified Service Desk for Microsoft Dynamics CRM. In today’s blog post, we’ll see how easy it is to download and install Unified Service Desk for Microsoft Dynamics CRM 2013. Downloading Unified Service Desk Unified Service Desk is free t
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Power BI Microsoft Dynamics CRM 2013 – Part 14

Colin Maitland, 27 November 2014

In this blog on this series on using the Power BI tools in Microsoft Excel to analyse and report on information retrieved from a Microsoft Dynamics CRM Online Organisation I will demonstrate how to transform Date/Time columns in the ODataSets. In my previous blog I demonstrated how to transform the
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Power BI Microsoft Dynamics CRM 2013 – Part 13

Colin Maitland, 23 November 2014

This 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
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