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

Default Activity ‘Filter on’ to ‘All’ Dynamics CRM 2011 UR12

Paul Nieuwelaar, 11 January 2013

In an earlier blog post of mine, I showed how to Default the Activities ‘Filter on’ to ‘All’ in Dynamics CRM 2011. Unfortunately the code provided in that blog post no longer works with Dynamics CRM 2011 on Rollup 12. This is due to the changes Microsoft have had to make to g
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Silverlight Screen not Opening Some Users Dynamics CRM 2011

Paul Nieuwelaar, 23 October 2012

We built a custom Silverlight screen for one of our customers, which automatically opens when a record is opened. For some users however, the Silverlight screen would not open. The form loads fine, but the Silverlight just wouldn’t pop up. We tried reproducing this on our own computers, but co
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Globally Define Error Report Preferences Dynamics CRM 2011

Paul Nieuwelaar, 16 October 2012

Microsoft Dynamics CRM has encountered an error. Please tell Microsoft about this problem. Send Error Report, or Don’t Send. If you receive a lot of errors like this while using Dynamics CRM 2011, you may already know that you can change your personal options to automatically send these
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Display all Related Activities in One View Dynamics CRM 2011

Paul Nieuwelaar, 19 December 2012

In Dynamics CRM 2011, when we want to view related activities for a particular record, such as an Account, we can go through the left-nav Activities or Closed Activities related entities, or use the Activities sub-grid on the form under the Notes & Activities tab. Unfortunately with the s
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Multi-Series Charts on a Single Axis – Dynamics CRM 2011

Paul Nieuwelaar, 27 November 2012

In Dynamics CRM 2011 Rollup 5, Microsoft introduced multi-series charts. Basically this means you can now graph 2 or more fields side by side so you can compare these values visually. One example of this would be Opportunities Est. Revenue vs. Actual Revenue, grouped by Owner. Using this example, we
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Workflow Wait Conditions: Best Practices - Dynamics CRM 2011

Paul Nieuwelaar, 25 November 2012

In this blog post I will be discussing a few ‘best practices’ when using Dynamics CRM 2011 Workflow Processes, and in particular when using the ‘Wait Condition’. I will assume that you’re familiar with the basics of how to use workflow wait conditions, and so I will be
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How to Check your Current Dynamics CRM 2011 Rollup Version

Paul Nieuwelaar, 08 November 2012

If you need to check what rollup your CRM is on, the easiest way to do this is to open your CRM server and check ‘Programs and Features’, then ‘View Installed Updates’ from the left hand side. This will display the installed rollups for existing CRM components.
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Default Activities ‘Filter on’ to ‘All’ Dynamics CRM 2011

Paul Nieuwelaar, 18 December 2012

For Dynamics CRM 2011 Rollup 12 users, check out this blog post instead. In Dynamics CRM 2011, for entities that have Activities such as Account, Contact, and Lead, there is a left-nav related link for Activities and Closed Activities. For Account and Contact, the ‘Activities’ view only
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Auto Create Price List Item for Dynamics CRM 2011 Products

Paul Nieuwelaar, 29 October 2012

The following plugin can be registered on post-create of the Product entity, so that each time a Product is created in your Dynamics CRM 2011 system, a Price List Item is automatically generated for that product. The Price List Item will include the List Price defined on the Product. If you only ha
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Dynamics CRM 2011 Dialog Processes - More than a Call Script

Paul Nieuwelaar, 25 September 2012

When Dialogs were first introduced with Dynamics CRM 2011, I’m sure most people labelled them as simply being just a ‘call script’ for sales teams. They appeared to be great in scenarios where you need to ask the prospect a series of questions, and then capture the responses on the
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Merging Custom Entity Records with Dynamics CRM 2011 Dialog

Paul Nieuwelaar, 13 September 2012

Dynamics CRM 2011 by default includes the ability to merge 2 records into 1; however this functionality is only available on Accounts, Contacts and Leads. This is usually not a problem, however as CRM is designed to be fully customizable, there are some cases where you have an entity that needs the
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Dynamics CRM 2011 with Windows 8 Server and SQL 2012

Paul Nieuwelaar, 09 September 2012

Recently I set up a virtual machine to test how Dynamics CRM 2011 would work with a Windows 8 Server, and SQL Server 2012. Needless to say, I successfully got the 3 working together (after a few gotchas!). In this blog post I will go through some of the issues I faced during the whole process, and h
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Different Field Widths within same Column Dynamics CRM 2011

Paul Nieuwelaar, 04 September 2012

You can see in the image above what we want to achieve. Basically, within the same section, we want to have one field occupy more space than the others. In this example, we have a Product name, which could potentially be very long, and then price and quantity fields, which are never going to need
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Delete E-mail Attachments with Plugin in Dynamics CRM 2011

Paul Nieuwelaar, 28 August 2012

Recently I had a requirement where I needed to delete e-mail attachments from certain e-mail messages delivered by the e-mail router. The idea was that if an e-mail was deemed ‘confidential’, its attachments would be stripped from the e-mail so users would not be able to see what the att
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Duplicate Field Name Error Creating Field Dynamics CRM 2011

Paul Nieuwelaar, 21 August 2012

The other day I was creating a bunch of fields for a custom entity, of which included a Two Options field, and a Single Line of Text field. For whatever reason, the field name of the Single Line of Text field was to be that of the Two Options field, but with ‘name’ on the end. I created
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