-
Dynamics 365 Multi Entity Business Process Flows
David Mochrie, 20 March 2017
Business Process Flows have been around for a while in Dynamics CRM (now Dynamics 365 of course), since 2013 in fact. They are very useful in helping organisations model their processes in CRM and help guide users through stages of the process. However, there are some limitations which are important
Read the full article here -
How to Bulk Migrate Dynamics CRM Licences to Dynamics 365 Licences using PowerShell
Gayan Perera, 09 February 2017
Along with the rename of Dynamics CRM to Dynamics 365 came new licenses. If you’re on Office 365 with the old Dynamics CRM licenses being assigned to users you will need to re-assign Dynamics 365 licenses to these users at some point. If you have tens of users then manually removing and assigning th
Read the full article here -
Why Microsoft CRM for Sales is Imperative
Ann Miller, 02 November 2016
Sales people are expensive people to bring on-board. We tend to know our own worth and are often motivated by winning and being well recompensed for our efforts. We will research a prospective employer and weigh up all aspects of the company including remuneration, sensible target and quota se
Read the full article here -
Gotcha with creating personal email templates programmatically
Zoe Sands, 21 June 2016
Recently while trying to programmatically migrate Personal Email Templates between CRM organisations I got this error: “An unhandled exception of type 'System.ServiceModel.FaultException`1' occurred in Microsoft.Xrm.Sdk.dll Additional information: An unexpected error occurred.” Event Viewer didn’t g
Read the full article here -
Dynamics CRM Share a Personal View with SYSTEM User
Paul Nieuwelaar, 16 June 2016
Why would you want to do this? Well if you’re reading this you probably have a good enough reason. My reason was because we needed to retrieve a personal view in a plugin. It needed to be a personal view because certain users should be able to edit the view, and we can’t give users access to customi
Read the full article here -
Dynamics CRM Live View - tell us your idea
Gayan Perera, 24 March 2016
We thought it would be interesting to see if we could visualize Dynamics CRM system usage by users throughout the system similar to the way Internet attacks are displayed (https://cybermap.kaspersky.com). You might be wondering why you’d want to do that, well, it’s always interesting looking at a l
Read the full article here -
Unusual Form Load times with Dynamics CRM 2016
Gayan Perera, 21 March 2016
With the new Turbo Forms feature in Dynamics CRM, users should see a huge difference in performance. However, different configurations and optimizations can lead to unusual performance issues. One we’ve seen recently is very slow Form Load times. There are a number of things that can attribute to s
Read the full article here -
Microsoft CRM SSIS import failure due to truncations
Zoe Sands, 02 March 2016
While importing a CSV file into Microsoft CRM 2016 using a SSIS Integration Services Project, I encountered this error: Data conversion failed. The data conversion for column "Street 1" returned status value 4 and status text "Text was truncated or one or more characters had no match in the target
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here
