Microsoft Dynamics 365 and Dynamics CRM Blogs by Paul Nieuwelaar | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Email Tracking Error with Dynamics CRM 2015 Outlook Client

Paul Nieuwelaar, 02 April 2015

Recently one of our customers upgraded from CRM 2011 to CRM 2015. During this process users were required to switch to the CRM 2015 Outlook Client. This meant uninstalling the 2011 connector and installing the 2015 connector. What we noticed however is that certain users were experiencing errors wh
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Error on Create of Appointment in CRM 2013 SP1 Rollup 2

Paul Nieuwelaar, 26 March 2015

After updating to CRM 2013 SP1 Rollup 2, we noticed an error on create of appointments in one of our clients systems. The error was a generic "Unexpected Error" which gave no indication of why it was happening The error in the log file was as follows: 430<s:Envelope xmlns:s="http://schema
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Sub-Reports in Dynamics CRM and SSRS Run on Multiple Records

Paul Nieuwelaar, 11 February 2015

In Dynamics CRM, when we create a report in SSRS we can choose to add filtering so it can be run on a single record, or multiple records from CRM. Say we want to create a custom invoice report, which contains our company logo, and some details about the invoice and line items. This will typically be
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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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How To Reopen Closed Activities in Microsoft Dynamics CRM 2013 with Bookmarklet

Paul Nieuwelaar, 18 November 2014

In 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
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Dynamics CRM 2013/2015 Open Lookup in New Window Bookmarklet

Paul Nieuwelaar, 13 November 2014

In 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
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Globally Define Error Reporting Preferences Out of the Box

Paul Nieuwelaar, 09 October 2014

In Dynamics CRM every now and then users may encounter errors like the one below. These are typically random errors with Microsoft scripts that usually do not affect any functionality. We’re prompted with the option to ‘Send Error Report’ to Microsoft so they can fix the bug if e
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Data Encryption Errors After Restoring Microsoft Dynamics CRM Database

Paul Nieuwelaar, 08 October 2014

If you’re seeing an error similar to the one above, you’ve probably done a database backup and restore from a Dynamics CRM 2013 instance into a new Dynamics CRM 2013 or 2015 instance. This error will pop up when you try and modify a user’s email address, or open personal options f
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Users Unable to Track Emails after CRM 2013 SP1 Update

Paul Nieuwelaar, 06 October 2014

If you’ve recently upgraded to CRM 2013 SP1 and you’ve applied the product update for cases, you might be experiencing an issue where outlook users are unable to track certain emails in CRM. They receive an error: You do not have permissions to access these records. Contact your Microsof
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Required Fields Missing Red Asterisk Symbol in Microsoft Dynamics CRM

Paul Nieuwelaar, 28 September 2014

Recently we noticed a problem where some users were not seeing that a field was required in Dynamics CRM 2013. The field still behaved the same, and would display a notification if the field was left blank, however it simply would not show the red asterisk beside the field letting the user know the
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New Conditional Statements Microsoft Dynamics CRM 2015 Business Rules

Paul Nieuwelaar, 25 September 2014

Business Rules were introduced in Dynamics CRM 2013, which allowed customizers to create simple conditions to manipulate the form without needing to write any JavaScript. The only limitation of this was that to create If-Then-Else style conditions we had to create multiple business rules to accommod
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Branching Business Process Flows in Microsoft Dynamics CRM 2015

Paul Nieuwelaar, 24 September 2014

Microsoft Dynamics CRM 2015 adds a new feature to Business Process Flows that were introduced in Dynamics CRM 2013, which now allows us to branch the process in a different direction based on some condition. Similar to in a workflow or dialog where we might have several different paths that can be t
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Dynamics CRM 2013 - Advanced Find in Global Nav Solution

Paul Nieuwelaar, 07 August 2014

In an earlier blog post by Greg, he talked about how it would be nice to see Advanced Find in the Global Nav, so I decided to go ahead and make his dream come true. I’ve created a simple managed solution which can be installed into CRM 2013, which automatically adds an Advanced Find button
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Install and Configure Dynamics CRM 2013 for Outlook 2013

Paul Nieuwelaar, 04 August 2014

1. Download First you need to download the Dynamics CRM 2013 Outlook Client Installer, which can be downloaded in 2 ways: Click on the ‘Get CRM for Outlook’ bar that appears at the top of your Dynamics CRM 2013 system when accessing it via the web browser. Clicking this button wi
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View Business Rules for All Entities in Dynamics CRM 2013

Paul Nieuwelaar, 31 July 2014

In Dynamics CRM 2013 we can create business rules for different entities from within a solution, using the new ‘Business Rules’ node under each entity. The business rules for an entity will be automatically deployed with the entity, just like with views, forms, and fields etc. From the B
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