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

Dynamics CRM 2011 Email Router Errors Tracking Emails

Paul Nieuwelaar, 02 April 2013

#9628 - An error occurred while delivering the e-mail message with subject "subject" in mailbox example@email.com for delivery to http://localhost/org. We had an issue with one of our customers using the Email Router with CRM IFD where the router failed to connect to CRM using the localhost address.
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Configuring Dynamics CRM 2011 Online with Yammer - Live Demo

Paul Nieuwelaar, 13 March 2013

Check out my presentation from the March Auckland xRM/CRM User Group, where I demo how to configure Dynamics CRM 2011 online with Yammer. This live presentation includes: - What is Yammer? - Why you should use Yammer - What you need before performing the Integration - Config
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What is Polaris and Rollup 12 in Dynamics CRM 2011

Paul Nieuwelaar, 19 February 2013

First of all, Rollup 12 and Polaris are not the same thing. Polaris is the codename for the December 2012 Q4 release of Dynamics CRM 2011 Online. Rollup 12 is available for On-Premise customers, which includes some but not all of the features included in Polaris. As with other Dynamics CRM rollups,
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CRM 2011 Rollup 12 (Polaris) Process Form Sub-Grid Limit

Paul Nieuwelaar, 12 February 2013

In a recent blog post of mine, I explained how the sub-grid limit for Rollup 12 has now been removed, and that all sub-grids on the form will load by default without the message ‘To load Account records, click here’ message appearing. Unfortunately, while this limit has been removed for
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Detect Browser Dynamics CRM 2011 Rollup 12 the Microsoft way

Paul Nieuwelaar, 05 February 2013

With the introduction of cross-browser support for Dynamics CRM 2011 in rollup 12, developers are now faced with having to make their custom JavaScript compatible with all browsers that users might be using. There are several different ways to detect a user’s browser with JavaScript, but I wan
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Filter N:N Add Existing Lookup Dynamics CRM 2011 Rollup 12

Paul Nieuwelaar, 04 February 2013

Daniel Cai blogged about how to filter the Add Existing lookup for N:N relationships, however with the introduction of rollup 12, the method for filtering the add existing lookup has changed slightly. I’ve used the code from Daniels blog post, and made the necessary modifications to make it wo
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CRM 2011 Rollup 12 (Polaris) Process Driven Forms Editable?

Paul Nieuwelaar, 03 February 2013

With the anticipated release of Dynamics CRM 2011 Rollup 12 (Polaris) and the new Process Driven Forms for Leads, Contacts, Accounts etc, one of the biggest questions was “are they going to be editable?”. The new ‘Windows 8-style UI’ looks awesome, but how flexible is it to x
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How to Save Process Form Dynamics CRM 2011 Rollup 12 Polaris

Paul Nieuwelaar, 01 February 2013

One of the first things you notice when looking at the new process forms for Dynamics CRM 2011 rollup 12/Polaris is that there is no more ribbon like we have with the classic forms. Because there is no ribbon, it means we lose the ‘save’, ‘save and new’, and ‘save and c
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Dynamics CRM 2011 Rollup 12 (Polaris) Disable Process Forms

Paul Nieuwelaar, 30 January 2013

With Dynamics CRM 2011 Rollup 12/Polaris, we now have a completely new Form UI for Contacts, Opportunities, Leads, Accounts, and Cases. For new customers who have not experienced Dynamics CRM ‘classic’ mode, this will be fine as they don’t have to unlearn everything about the class
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Qualify a Lead in Dynamics CRM 2011 using a Dialog Process

Paul Nieuwelaar, 09 October 2012

In Dynamics CRM 2011, to qualify a lead we must use the out-of-the-box ‘Qualify Lead’ method where you select to qualify or disqualify the lead, then if you choose to qualify, you can select which records to create (Contact, Account, and Opportunity). This process works well if you are u
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Update Invoices when Product Prices Change (Lock Price)

Paul Nieuwelaar, 20 November 2012

In Dynamics CRM 2011, when you create an Invoice using Existing Products as the line items, these line items use the price from the related Product. If the price on the product changes, the Invoices that include the product will automatically be updated to include the new price. Note that this behav
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Dynamics CRM 2011 Rollup 12 Switch to Process Form Button

Paul Nieuwelaar, 29 January 2013

With Dynamics CRM 2011 rollup 12 (Polaris), and the new Process Forms, we are given an option to ‘Switch to Classic’ which allows us to switch from our Process Form to the Classic Form equivalent. One of the problems with this is that once you’re on the ‘classic’ form,
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Filter Sub-Grid Dynamics CRM 2011 Rollup 12 (Polaris)

Paul Nieuwelaar, 24 January 2013

If you have used JavaScript to filter results in a sub-grid using pre-rollup 12 version of Dynamics CRM 2011, then you’re going to face problems with the move to Rollup 12 and Cross Browser. The first, and most obvious problem is the ‘setParameter’ function used to set the new fetc
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Dynamics CRM 2011 Rollup 12 (Polaris) No Sub-Grid Limit!

Paul Nieuwelaar, 23 January 2013

In previous versions of Dynamics CRM 2011, there was a limit for how many sub-grids would load on a single form by default. This limit was 4, meaning the 5th sub-grid, and any subsequent sub-grids on your form would not be loaded automatically. Users would have to click the ‘load records&rsquo
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CRM 2011 Rollup 12 - No More Freezing PC while Publishing

Paul Nieuwelaar, 18 January 2013

One of the most annoying little things with pre-rollup 12 versions of Dynamics CRM 2011 that I’ve noticed was that whenever you performed a task that produced a loading screen similar to the one above (most commonly while publishing) the whole computer freezes until it’s finished
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