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
Read the full article hereIn 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
Read the full article hereI 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
Read the full article hereIn 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
Read the full article hereRecently 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
Read the full article hereIn 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
Read the full article hereI 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
Read the full article hereIn 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
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 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 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 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 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
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